North of South Capital LLP Q4 2024 Filing
Filed February 3, 2025
Portfolio Value
$823.4B
Holdings
18
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTD | 1,975,760 | $167.5B | 20.35% | |
| 2 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 516,404 | $102.0B | 12.39% | |
| 3 | JDJD.COM INC | 2,899,808 | $100.5B | 12.21% | |
| 4 | KTKT CORP | 4,217,653 | $65.5B | 7.95% | |
| 5 | YMMFULL TRUCK ALLIANCE CO LTD | 5,692,489 | $61.6B | 7.48% | |
| 6 | YPFYPF SOCIEDAD ANONIMA | 1,236,984 | $52.6B | 6.39% | |
| 7 | BIDUNBAIDU INC | 614,847 | $51.8B | 6.30% | |
| 8 | VIPSVIPSHOP HLDGS LTD | 3,797,852 | $51.2B | 6.21% | |
| 9 | ATHMAUTOHOME INC | 1,965,350 | $51.0B | 6.19% | |
| 10 | VLRSCONTROLADORA VUELA COMP DE A | 4,938,580 | $36.7B | 4.46% | |
| 11 | EMBJEMBRAER S.A. | 875,161 | $32.1B | 3.90% | |
| 12 | LAURLAUREATE EDUCATION INC | 1,256,065 | $23.0B | 2.79% | |
| 13 | SQMSOCIEDAD QUIMICA Y MINERA DE | 597,057 | $21.7B | 2.64% | |
| 14 | PBRPETROLEO BRASILEIRO SA PETRO | 198,360 | $2.6B | 0.31% | |
| 15 | IBNICICI BANK LIMITED | 51,055 | $1.5B | 0.19% | |
| 16 | UMCUNITED MICROELECTRONICS CORP | 160,509 | $1.0B | 0.13% | |
| 17 | SKMSK TELECOM CO LTD | 42,917 | $903.0M | 0.11% | |
| 18 | TLVGRUPO TELEVISA S A B | 100,000 | $168.0M | 0.02% |