North of South Capital LLP
North of South Capital LLP reported 28 positions worth $1.36B as of June 30, 2026 (13F filed July 30, 2026). Largest holding: IBN (18.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IBN | SH | $252.3M | 18.57% | 8,690,448 | — | — | |
| ▸ 2 | YPF | SH | $183.0M | 13.47% | 4,023,562 | — | — | |
| ▸ 3 | JD | SH | $169.7M | 12.49% | 6,661,845 | — | — | |
| ▸ 4 | TSM | SH | $158.1M | 11.63% | 330,957 | — | — | |
| ▸ 5 | YMM | SH | $105.0M | 7.73% | 12,936,046 | — | — | |
| ▸ 6 | BIDU | SH | $105.0M | 7.73% | 918,941 | — | — | |
| ▸ 7 | KSPI | SH | $85.5M | 6.30% | 987,390 | — | — | |
| ▸ 8 | ATHM | SH | $65.2M | 4.80% | 3,428,188 | — | — | |
| ▸ 9 | YUMC | SH | $62.8M | 4.62% | 1,536,481 | — | — | |
| ▸ 10 | LAUR | SH | $42.6M | 3.13% | 1,171,708 | — | — |
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Frequently Asked Questions
What stocks does North of South Capital LLP hold as of Q2 2026?
North of South Capital LLP reported 28 positions worth $1.36B in its Q2 2026 13F filing. Largest positions: IBN (18.6%), YPF (13.5%), JD (12.5%), TSM (11.6%) and YMM (7.7%).
What did North of South Capital LLP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did North of South Capital LLP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.