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North of South Capital LLP - Portfolio Stock Holdings

North of South Capital LLP disclosed 32 stock positions in a recent SEC 13F filing. $1,358,655,903 of stock holdings were filed, with the largest holdings including IBN, YPF, and JD. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $6,696,710,928 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

32

Est. Stock Holding Value:

$1,358,655,903

Top Stock Holdings By Sector

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Portfolio Stock Holdings - North of South Capital LLP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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