North of South Capital LLP - Portfolio overview

North of South Capital LLP has 34 reported holdings in this dataset, with the latest filing dated 2026-04-20.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. IBN - ICICI BANK-ADR, 17.88%
  2. YPF - YPF SA-ADR, 13.33%
  3. TSM - TAIWAN SEMIC-ADR, 11.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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