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North of South Capital LLP13F | |
| North of South Capital LLP | |
| Last update 2025-04-28 | 20 Stocks (4 new) |
| Value $895.00 Mil | Turnover 4 % |
North of South Capital LLP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BABA | Alibaba Group Holding Ltd | 1,828,864 | 241,830.7 | -7.43% | 27.010 | -1.51% | 0.080 | +4.78% | +47.01% | 292,472.2 | Retail - Cyclical | |
JD | JD.com Inc | 3,314,174 | 136,278.8 | +14.29% | 15.220 | +1.90% | 0.230 | +1.10% | +0.75% | 48,910.1 | Retail - Cyclical | |
YMM | Full Truck Alliance Co Ltd | 6,157,928 | 78,636.7 | +8.18% | 8.780 | +0.66% | 0.590 | +9.12% | +12.71% | 12,644.8 | Software | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 440,807 | 73,174.0 | -14.64% | 8.170 | -1.81% | 0.010 | +52.83% | +22.59% | 1,246,476.4 | Semiconductors | |
KT | KT Corp | 3,831,521 | 67,856.2 | -9.16% | 7.580 | -0.73% | 0.780 | +13.04% | +38.81% | 10,257.9 | Telecommunication Services | |
VIPS | Vipshop Holdings Ltd | 3,993,198 | 62,613.3 | +5.14% | 6.990 | +0.34% | 0.780 | +27.38% | +26.91% | 8,480.1 | Retail - Cyclical | |
ATHM | Autohome Inc | 1,954,958 | 54,191.4 | -0.53% | 6.050 | -0.03% | 1.650 | +2.82% | +9.52% | 3,366.1 | Interactive Media | |
BIDU | Baidu Inc | 557,237 | 51,282.5 | -9.37% | 5.730 | -0.59% | 0.160 | +6.36% | +10.40% | 31,998.1 | Interactive Media | |
YPF | YPF SA | 1,387,350 | 48,612.7 | +12.16% | 5.430 | +0.59% | 0.350 | -1.10% | -24.04% | 12,700.1 | Oil & Gas | |
LAUR | Laureate Education Inc | 1,256,065 | 25,686.5 | 0% | 2.870 | 0% | 0.840 | +17.43% | +25.97% | 3,428.6 | Education |
North of South Capital LLP's Historical Top Holdings Breakdowns
North of South Capital LLP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SQM |
Sociedad Quimica Y Minera De Chile SA
Sociedad Quimica Y Minera De Chile SA
| 2025-03-31 | Sold Out Sold Out | -2.64% | 36.05 ($40.1) 45.61 | $39.55 | -1.37% | Sold Out | 0 | -597,057 | |
ERJ | Embraer SA | 2025-03-31 | Reduce Reduce | -1.97% | 37.11 ($44.51) 56.4 | $49.83 | 11.95% | Reduce -50.5% | 433,241 | -441,920 | |
JD | JD.com Inc | 2025-03-31 | Add Add | +1.90% | 33.1 ($40.14) 45.21 | $33.93 | -15.47% | Add 14.29% | 3,314,174 | 414,366 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | Reduce Reduce | -1.81% | 165.25 ($194.34) 224.62 | $240.33 | 23.66% | Reduce -14.64% | 440,807 | -75,597 | |
BABA | Alibaba Group Holding Ltd | 2025-03-31 | Reduce Reduce | -1.51% | 80.53 ($115.31) 147.57 | $122.58 | 6.30% | Reduce -7.43% | 1,828,864 | -146,896 | |
KT | KT Corp | 2025-03-31 | Reduce Reduce | -0.73% | 15.57 ($17.26) 18.63 | $21.07 | 22.07% | Reduce -9.16% | 3,831,521 | -386,132 | |
YMM | Full Truck Alliance Co Ltd | 2025-03-31 | Add Add | +0.66% | 10.41 ($12.05) 13.69 | $12.09 | 0.33% | Add 8.18% | 6,157,928 | 465,439 | |
BIDU | Baidu Inc | 2025-03-31 | Reduce Reduce | -0.59% | 77.43 ($89.77) 102.51 | $93.08 | 3.69% | Reduce -9.37% | 557,237 | -57,610 | |
YPF | YPF SA | 2025-03-31 | Add Add | +0.59% | 31.56 ($38.29) 46.03 | $32.29 | -15.67% | Add 12.16% | 1,387,350 | 150,366 | |
VIPS | Vipshop Holdings Ltd | 2025-03-31 | Add Add | +0.34% | 12.68 ($15.11) 17.71 | $16.47 | 9.00% | Add 5.14% | 3,993,198 | 195,346 |
North of South Capital LLP Total Holding History ($B)
North of South Capital LLP's Asset Allocation
North of South Capital LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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North of South Capital LLP's Hypothetical Growth since 2025-03-31
North of South Capital LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
North of South Capital LLP's Holdings Heat Map
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North of South Capital LLP's Holdings Bubble Chart
North of South Capital LLP News
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