North of South Capital

North of South Capital as of June 30, 2026

Portfolio Holdings for North of South Capital

North of South Capital holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Icici Bank- Adr (IBN) 18.6 $252M 8.7M 29.03
Ypf Sa- Spon Adr Cl D (YPF) 13.5 $183M 4.0M 45.47
Jd.com Inc- Spon Ads Cl A (JD) 12.5 $170M 6.7M 25.48
Taiwan Semic- Sponsored Ads (TSM) 11.6 $158M 331k 477.57
Full Truck A- Sponsored Ads (YMM) 7.7 $105M 13M 8.12
Baidu Inc-sp Spon Adr Rep A (BIDU) 7.7 $105M 919k 114.29
Jsc Kaspi.kz Sponsored Ads (KSPI) 6.3 $86M 987k 86.64
Autohome Inc- Sp Ads Rp Cl A (ATHM) 4.8 $65M 3.4M 19.03
Yum China Ho Common Stock (YUMC) 4.6 $63M 1.5M 40.87
Laureate Educati Common Stock (LAUR) 3.1 $43M 1.2M 36.32
Hdfc Bank- Sponsored Ads (HDB) 3.0 $41M 1.6M 25.83
Pan Amer Silver Common Stock (PAAS) 2.0 $27M 599k 44.79
Transport Ga- Sponsored Ads (TGS) 1.9 $26M 863k 29.73
Ishares Msci Ind Msci India Etf (INDA) 0.8 $11M 221k 49.39
Kt Corp- Sponsored Adr (KT) 0.3 $4.0M 233k 17.28
Vista Energy Sab Sponsored Ads A (VIST) 0.2 $2.6M 41k 63.80
Joyy Inc- Ads Repstg Com (JOYY) 0.2 $2.6M 40k 65.99
Alibaba Grp- Sponsored Ads (BABA) 0.2 $2.4M 25k 95.98
Harmony Gold- Sponsored Adr (HMY) 0.2 $2.1M 141k 15.21
Petrobras Sa- Sponsored Adr (PBR) 0.2 $2.1M 132k 16.16
Axia Energia- Sponsored Adr (AXIA) 0.1 $1.9M 177k 10.56
Credicorp Common Stock (BAP) 0.1 $1.7M 4.5k 389.58
United Micro- Sponsored Adr (UMC) 0.1 $1.4M 51k 27.21
Loma Negra C- Sponsored Ads (LOMA) 0.1 $1.2M 108k 11.45
Telekomunika- Sponsored Adr (TLK) 0.1 $944k 70k 13.43
Mcewen Common Stock (MUX) 0.1 $907k 50k 18.13
Bbva Argent- Sponsored Ads (BBAR) 0.0 $588k 30k 19.61
Grupo Telev- Spon Adr Rep Ord (TV) 0.0 $271k 100k 2.71