North of South Capital

North of South Capital as of March 31, 2026

Portfolio Holdings for North of South Capital

North of South Capital holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Icici Bank- Adr (IBN) 19.6 $219M 8.4M 25.90
Ypf Sa- Spon Adr Cl D (YPF) 14.6 $163M 3.5M 46.22
Taiwan Semic- Sponsored Ads (TSM) 12.4 $138M 407k 337.95
Jd.com Inc- Spon Ads Cl A (JD) 11.7 $131M 4.4M 29.57
Full Truck A- Sponsored Ads (YMM) 8.3 $92M 11M 8.30
Baidu Inc-sp Spon Adr Rep A (BIDU) 7.4 $82M 739k 111.42
Autohome Inc- Sp Ads Rp Cl A (ATHM) 5.8 $64M 3.7M 17.37
Pan Amer Silver Common Stock (PAAS) 5.6 $63M 1.2M 54.63
Laureate Educati Common Stock (LAUR) 4.8 $53M 1.5M 34.84
Jsc Kaspi.kz Sponsored Ads (KSPI) 3.8 $42M 570k 74.07
Transport Ga- Sponsored Ads (TGS) 2.0 $22M 641k 34.61
Ishares Msci Ind Msci India Etf (INDA) 0.9 $10M 221k 46.84
Petrobras Sa- Sponsored Adr (PBR) 0.4 $4.7M 228k 20.75
Alibaba Grp- Sponsored Ads (BABA) 0.4 $4.5M 36k 125.46
United Micro- Sponsored Adr (UMC) 0.3 $3.6M 405k 8.98
Vista Energy Sab Sponsored Ads A (VIST) 0.3 $3.1M 42k 75.47
Credicorp Common Stock (BAP) 0.2 $2.4M 7.0k 339.18
Harmony Gold- Sponsored Adr (HMY) 0.2 $2.1M 135k 15.37
Kt Corp- Sponsored Adr (KT) 0.2 $2.0M 95k 21.45
Latam Airlines G Sponsored Adr (LTM) 0.2 $2.0M 40k 49.44
Loma Negra C- Sponsored Ads (LOMA) 0.2 $1.8M 164k 11.09
Axia Energia- Sponsored Adr (AXIA) 0.2 $1.7M 150k 11.28
Telekomunika- Sponsored Adr (TLK) 0.1 $1.3M 69k 18.68
America Movil Sa Sponsored Ads (AMX) 0.1 $1.1M 42k 25.48
Tenaris- Sponsored Ads (TS) 0.1 $1.1M 18k 58.18
Mcewen Common Stock (MUX) 0.1 $1.0M 50k 20.42
Aura Minerals Common Stock (AUGO) 0.1 $596k 7.3k 81.60
Bbva Argent- Sponsored Ads (BBAR) 0.0 $482k 30k 16.06
Grupo Telev- Spon Adr Rep Ord (TV) 0.0 $291k 100k 2.91