North of South Capital LLP
Top Portfolio Positions
28 positions ·
$1,102,764,402 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
8 quarters · across all stocks
Holdings in YMM
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,280,420 | 11,118,123 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $116,397,119 | 10,847,821 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $137,577,653 | 10,607,375 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $93,593,848 | 7,924,966 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $78,636,740 | 6,157,928 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $61,592,730 | 5,692,489 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $29,339,794 | 3,256,359 | Shares | Sole | 2024-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||