account_balance
Investment manager · 13F filer · SEC CIK 2033334
North of South Capital LLP
Reported value$1.45Bas of Sep 30, 2026
Positions27 3 new, 4 sold out
Top 10 weight89.9%IBN alone is 17%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IBNIcici Bank-adr
16.7%
JDJd.com Inc-adr
15.8%Added +29%
YPFYpf Sa-adr
12.2%Trimmed −12%
TSMTaiwan Semic-adr
10.8%Added +4%
YMMFull Truck A-adr
8.6%Added +17%
KSPIJSC Kaspi.kz
6.5%
YUMCYum China Ho
5.6%Added +29%
BAPCredicorp Ltd
5.5%Added +4610%
ATHMAutohome Inc-adr
4.8%Trimmed −5%
PAASPan Amer Silver
3.4%Added +83%
LAURLaureate Educati
3.1%
HDB2.5%IBNIcici Bank-adr
16.7%
JDJd.com Inc-adr
15.8%Added +29%
YPF12.2%TSM10.8%YMM8.6%KSPI6.5%YUMC5.6%BAP5.5%ATHM4.8%PAAS3.4%LAUR3.1%HDBBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IBN Icici Bank-adr 16.7% HeldJD Jd.com Inc-adr 15.8% Added +29%YPF Ypf Sa-adr 12.2% Trimmed −12%TSM Taiwan Semic-adr 10.8% Added +4%YMM Full Truck A-adr 8.6% Added +17%KSPI JSC Kaspi.kz 6.5% HeldYUMC Yum China Ho 5.6% Added +29%BAP Credicorp Ltd 5.5% Added +4610%ATHM Autohome Inc-adr 4.8% Trimmed −5%PAAS Pan Amer Silver 3.4% Added +83%LAUR Laureate Educati 3.1% HeldHDB HDFC Bank-adr 2.5% Added +3%
What changed