Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
North of South Capital LLP (CIK 2033334) reported $1.11B across 29 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IBN ($218.6M, 19.64%), YPF ($162.9M, 14.63%), TSM ($137.7M, 12.37%), JD ($130.5M, 11.72%), YMM ($92.3M, 8.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBN | ICICI BANK-ADR | $218.6M | 19.64% | 8.4M | Added |
| 2 | YPF | YPF SA-ADR | $162.9M | 14.63% | 3.5M | Added |
| 3 | TSM | TAIWAN SEMIC-ADR | $137.7M | 12.37% | 407,377 | Trimmed |
| 4 | JD | JD.COM INC-ADR | $130.5M | 11.72% | 4.4M | Added |
| 5 | YMM | FULL TRUCK A-ADR | $92.3M | 8.29% | 11.1M | Added |
| 6 | BIDU | BAIDU INC-SP ADR | $82.4M | 7.40% | 739,299 | Added |
| 7 | ATHM | AUTOHOME INC-ADR | $64.3M | 5.77% | 3.7M | Added |
| 8 | PAAS | PAN AMER SILVER | $62.9M | 5.65% | 1.2M | Trimmed |
| 9 | LAUR | LAUREATE EDUCATI | $53.2M | 4.78% | 1.5M | Trimmed |
| 10 | KSPI | JSC KASPI.KZ | $42.2M | 3.79% | 569,681 | Added |
| 11 | TGS | TRANSPORT GA-ADR | $22.2M | 1.99% | 640,999 | New |
| 12 | INDA | ISHARES MSCI IND | $10.4M | 0.93% | 220,987 | New |
| 13 | PBR | PETROBRAS SA-ADR | $4.7M | 0.42% | 227,683 | Trimmed |
| 14 | BABA | ALIBABA GRP-ADR | $4.5M | 0.41% | 36,054 | Trimmed |
| 15 | UMC | UNITED MICRO-ADR | $3.6M | 0.33% | 405,075 | Added |
| 16 | VIST | VISTA ENERGY SAB | $3.1M | 0.28% | 41,519 | New |
| 17 | BAP | CREDICORP LTD | $2.4M | 0.21% | 7,014 | Trimmed |
| 18 | HMY | HARMONY GOLD-ADR | $2.1M | 0.19% | 134,490 | Added |
| 19 | KT | KT CORP-ADR | $2.0M | 0.18% | 95,202 | Trimmed |
| 20 | LTM | LATAM AIRLINES G | $2.0M | 0.18% | 39,455 | Added |
| 21 | LOMA | LOMA NEGRA C-ADR | $1.8M | 0.16% | 163,566 | Added |
| 22 | EBR | AXIA ENERGIA-ADR | $1.7M | 0.15% | 150,411 | Added |
| 23 | TLK | TELEKOMUNIKA-ADR | $1.3M | 0.12% | 68,845 | New |
| 24 | AMX | AMERICA MOVIL SA | $1.1M | 0.10% | 41,563 | New |
| 25 | TS | TENARIS-ADR | $1.1M | 0.09% | 18,087 | New |
Source: SEC Form 13F filings · as of 2026-03-31