North of South Capital LLP Q3 2024 Filing
Filed November 12, 2024
Portfolio Value
$659.4B
Holdings
17
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 1,675,328 | $177.8B | 26.96% | |
| 2 | JDJD.COM INC | 1,957,179 | $78.3B | 11.87% | |
| 3 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 446,042 | $77.5B | 11.75% | |
| 4 | VIPSVIPSHOP HLDGS LTD | 4,011,899 | $63.1B | 9.57% | |
| 5 | ATHMAUTOHOME INC | 1,690,376 | $55.1B | 8.36% | |
| 6 | BIDUNBAIDU INC | 517,298 | $54.5B | 8.26% | |
| 7 | EMBJEMBRAER S.A. | 974,030 | $34.5B | 5.22% | |
| 8 | VLRSCONTROLADORA VUELA COMP DE A | 5,372,644 | $34.0B | 5.16% | |
| 9 | YMMFULL TRUCK ALLIANCE CO LTD | 3,256,359 | $29.3B | 4.45% | |
| 10 | YPFYPF SOCIEDAD ANONIMA | 1,045,498 | $22.2B | 3.36% | |
| 11 | SQMSOCIEDAD QUIMICA Y MINERA DE | 501,493 | $20.9B | 3.17% | |
| 12 | IBNICICI BANK LIMITED | 200,596 | $6.0B | 0.91% | |
| 13 | KTKT CORP | 168,214 | $2.6B | 0.39% | |
| 14 | PBRPETROLEO BRASILEIRO SA PETRO | 121,421 | $1.7B | 0.27% | |
| 15 | UMCUNITED MICROELECTRONICS CORP | 160,509 | $1.4B | 0.20% | |
| 16 | AYS1SANDSTORM GOLD LTD | 50,000 | $300.0M | 0.05% | |
| 17 | TLVGRUPO TELEVISA S A B | 100,000 | $256.0M | 0.04% |