Holdings
North of South Capital LLP
As of Jun 30, 2026, North of South Capital LLP reported 16 positions worth US$602M. Largest: Icici Bank Limited, Taiwan Semiconductor Manufacturing Co., Ltd. and Yum China Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Icici Bank Limited | 8.69M | US$252M | +250K | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 331K | US$158M | −76,420 | Jun 30, 2026 |
| Yum China Holdings, Inc. | 1.54M | US$62.8M | new | Jun 30, 2026 |
| Laureate Education, Inc. | 1.17M | US$42.6M | −355K | Jun 30, 2026 |
| Hdfc Bank Limited | 1.59M | US$41.2M | new | Jun 30, 2026 |
| Pan American Silver Corp. | 599K | US$26.8M | −552K | Jun 30, 2026 |
| Kt Corporation | 233K | US$4.02M | +138K | Jun 30, 2026 |
| Vista Energy Sab De Cv Class A | 41,443 | US$2.64M | −76 | Jun 30, 2026 |
| Harmony Gold Mining Co. Ltd. | 141K | US$2.14M | +6,456 | Jun 30, 2026 |
| Petroleo Brasileiro Sa | 132K | US$2.13M | −95,968 | Jun 30, 2026 |