SEC Form 13F

North of South Capital LLP 13F Holdings

Report period2026-06-30
Publicly available2026-07-31
Reported value$1,358,655,904
Positions28

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ICICI BANK-ADRIBNADR$252,283,7058,690,448
YPF SA-ADRYPFSPON ADR CL D$182,951,3644,023,562
JD.COM INC-ADRJDSPON ADS CL A$169,743,8116,661,845
TAIWAN SEMIC-ADRTSMSPONSORED ADS$158,055,134330,957
FULL TRUCK A-ADRYMMSPONSORED ADS$105,040,69412,936,046
BAIDU INC-SP ADRBIDUSPON ADR REP A$105,025,767918,941
JSC KASPI.KZKSPISPONSORED ADS$85,547,470987,390
AUTOHOME INC-ADRATHMSP ADS RP CL A$65,238,4183,428,188
YUM CHINA HOYUMCCOMMON STOCK$62,795,9781,536,481
LAUREATE EDUCATILAURCOMMON STOCK$42,556,4351,171,708

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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