North of South Capital

North of South Capital as of Dec. 31, 2025

Portfolio Holdings for North of South Capital

North of South Capital holds 27 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Icici Bank- Adr (IBN) 19.8 $220M 7.4M 29.80
Taiwan Semic- Sponsored Ads (TSM) 12.4 $138M 454k 303.89
Jd.com Inc- Spon Ads Cl A (JD) 11.0 $122M 4.3M 28.70
Full Truck A- Sponsored Ads (YMM) 10.5 $116M 11M 10.73
Pan Amer Silver Common Stock (PAAS) 10.0 $111M 2.1M 51.81
Kt Corp- Sponsored Adr (KT) 7.7 $86M 4.5M 18.97
Ypf Sa- Spon Adr Cl D (YPF) 5.4 $60M 1.7M 36.16
Baidu Inc-sp Spon Adr Rep A (BIDU) 5.0 $56M 426k 130.66
Laureate Educati Common Stock (LAUR) 4.7 $52M 1.5M 33.67
Autohome Inc- Sp Ads Rp Cl A (ATHM) 4.5 $51M 2.3M 22.26
Vipshop Hold- Sponsored Ads A (VIPS) 3.6 $40M 2.3M 17.69
Controladora- Spon Adr Rp 10 (VLRS) 3.2 $36M 4.0M 8.88
Alibaba Grp- Sponsored Ads (BABA) 0.5 $5.8M 39k 146.58
Petrobras Sa- Sponsored Adr (PBR) 0.3 $3.2M 266k 11.85
Credicorp Common Stock (BAP) 0.3 $3.0M 11k 287.00
Harmony Gold- Sponsored Adr (HMY) 0.2 $1.9M 95k 19.90
United Micro- Sponsored Adr (UMC) 0.1 $1.6M 202k 7.86
Loma Negra C- Sponsored Ads (LOMA) 0.1 $1.6M 120k 12.95
Millicom Intl Common Stock (TIGO) 0.1 $1.5M 27k 55.44
Jsc Kaspi.kz Sponsored Ads (KSPI) 0.1 $1.4M 18k 78.13
Aura Minerals Common Stock (AUGO) 0.1 $1.4M 28k 50.41
Mcewen Common Stock (MUX) 0.1 $926k 50k 18.51
Latam Airlines G Sponsored Adr (LTM) 0.1 $904k 17k 54.01
Axia Energia- Sponsored Adr (AXIA) 0.1 $778k 85k 9.16
Bbva Argent- Sponsored Ads (BBAR) 0.0 $542k 30k 18.07
Axia Energia- Sponsored Adr (AXIA.PC) 0.0 $429k 72k 5.94
Grupo Telev- Spon Adr Rep Ord (TV) 0.0 $291k 100k 2.91