North of South Capital LLP - Portfolio Stock Holdings

North of South Capital LLP disclosed 32 stock positions in a recent SEC 13F filing. $1,103,371,869 of stock holdings were filed, with the largest holdings including IBN, YPF, and TSM. This filing represented positions held on March 31, 2026, and was filed on April 20, 2026.

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.