North of South Capital LLP has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The firm reported ownership of 27 separate stocks, with a total portfolio value of approximately $3.25 million.
The filing details a portfolio concentrated in international equities, particularly in the technology and financial sectors. The largest holding disclosed is AUTOHOME INC-ADR, representing the entirety of the firm's equity portfolio with 3,251,895 shares. Other significant positions include JD.COM INC-ADR, held at 8,594,959 shares, and ICICI BANK-ADR, held at 8,793,941 shares.
North of South Capital also holds substantial positions in energy and materials companies. YPF SA-ADR is listed with 3,539,056 shares, while PAN AMER SILVER COMMON STOCK is held at 1,098,134 shares. The firm holds a position in FULL TRUCK A-ADR SPONSORED ADS with 15,135,573 shares.
The remaining positions in the portfolio include a mix of other technology, financial, and industrial stocks, such as CREDICORP LTD, HDFC BANK-ADR, and TRANSPORT GA-ADR SPONSORED ADS.
