North of South Capital LLP
CIK
2033334
City
LONDON
State / Country
X0
Top Portfolio Positions
28 positions ·
$1,102,764,402 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| IBN |
Icici Bank Ltd
Financial Services
|
8,439,972 | $218,595,274 | 19.82% |
| YPF |
Ypf Sociedad Anonima
Energy
|
3,524,252 | $162,890,927 | 14.77% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
407,377 | $137,673,057 | 12.48% |
| JD |
JD.com, Inc.
Consumer Cyclical
|
4,411,681 | $130,453,407 | 11.83% |
| YMM |
Full Truck Alliance Co. Ltd.
Technology
|
11,118,123 | $92,280,420 | 8.37% |
| BIDU |
Baidu, Inc.
Communication Services
|
739,299 | $82,372,694 | 7.47% |
| ATHM |
Autohome Inc.
Communication Services
|
3,700,631 | $64,279,960 | 5.83% |
| PAAS |
Pan American Silver Corp
Basic Materials
|
1,151,110 | $62,885,139 | 5.70% |
| LAUR |
Laureate Education, Inc.
Consumer Defensive
|
1,526,892 | $53,196,917 | 4.82% |
| KSPI |
Joint Stock Co Kaspi.kz
Technology
|
569,681 | $42,196,271 | 3.83% |
Portfolio Trend
Holdings in TLK
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,286,024 | 68,845 | Shares | Sole | 2026-04-20 | |
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