North of South Capital LLP
LONDON, X0 · CIK 2033334 · 13F filing filed 2026-07-30
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Legal entityNORTH OF SOUTH CAPITAL LLP (GB)
- Kindhedge funds, futures, FCA fund manager
- Others nearbyLondon, Dubai
- FamilyNorth of South Capital LLP · 2 related pages
As an employer
In the UK
- FCA-authorised companies1
- Manages investmentsyes
- Runs fundsyes
- Retail clientsno, professional only
| Company | Staff |
|---|---|
| NORTH OF SOUTH CAPITAL LLP Limited Liability PartnershipFCA: Authorised · manages investments, manages AIFs, advises, deals |
Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.
$1.4bn
reported value
+22.1% vs Q1 2026
28positions
90.5%in top 10
3 new
11 added
10 reduced
4 sold out
vs Q1 2026
Holdings, Q2 2026
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| ICICI BANK LIMITED IBN | $252.3m18.57% | Added +250.5k |
| YPF SOCIEDAD ANONIMA YPF | $183.0m13.47% | Added +499.3k |
| JD.COM INC JD | $169.7m12.49% | Added +2.3m |
| TAIWAN SEMICONDUCTOR MFG LTD TSM | $158.1m11.63% | Reduced -76.4k |
| FULL TRUCK ALLIANCE CO LTD YMM | $105.0m7.73% | Added +1.8m |
| BAIDU INC BIDU | $105.0m7.73% | Added +179.6k |
| KASPI KZ JSC KSPI | $85.5m6.30% | Added +417.7k |
| AUTOHOME INC ATHM | $65.2m4.80% | Reduced -272.4k |
| YUM CHINA HLDGS INC YUMC | $62.8m4.62% | New |
| LAUREATE EDUCATION INC LAUR | $42.6m3.13% | Reduced -355.2k |
| HDFC BANK LTD HDB | $41.2m3.03% | New |
| PAN AMERN SILVER CORP PAAS | $26.8m1.97% | Reduced -552.4k |
| TRANSPORTADORA DE GAS SUR TGS | $25.7m1.89% | Added +222.0k |
| ISHARES TR INDA | $10.9m0.80% | Unchanged |
| KT CORP KT | $4.0m0.30% | Added +137.5k |
| VISTA ENERGY S.A.B. DE C.V. VIST | $2.6m0.19% | Reduced -76 |
| JOYY INC JOYY | $2.6m0.19% | New |
| ALIBABA GROUP HLDG LTD BABA | $2.4m0.18% | Reduced -11.2k |
| HARMONY GOLD MINING CO LTD HMY | $2.1m0.16% | Added +6.5k |
| PETROLEO BRASILEIRO SA PETRO PBR | $2.1m0.16% | Reduced -96.0k |
| CENTRAIS ELETRICAS BRASILEIR AXIAY | $1.9m0.14% | Added +26.9k |
| CREDICORP LTD BAP | $1.7m0.13% | Reduced -2.6k |
| UNITED MICROELECTRONICS CORP UMC | $1.4m0.10% | Reduced -354.4k |
| LOMA NEGRA C I A S A MTN 14 LOMA | $1.2m0.09% | Reduced -55.3k |
| P T TELEKOMUNIKASI INDONESIA TLK | $943.6k0.07% | Added +1.4k |
| MCEWEN INC. MUX | $906.5k0.07% | Unchanged |
| BANCO BBVA ARGENTINA S A BBAR | $588.3k0.04% | Unchanged |
| GRUPO TELEVISA S A B TV | $271.0k0.02% | Unchanged |
Sold out since Q1 2026
| Security | Value then |
|---|---|
| LATAM AIRLINES GROUP SA LTM | $2.0m39.5k shares |
| AMERICA MOVIL SAB DE CV AMX | $1.1m41.6k shares |
| TENARIS S A TS | $1.1m18.1k shares |
| AURA MINERALS INC AUGO | $596.0k7.3k shares |