North of South Capital
North of South Capital reported 28 stocks worth $1.4B in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are IBN (18.6%), YPF (13.5%) and JD (12.5%). Compared with Q1 2026, the fund opened new positions in YUMC, HDB and JOYY, added to IBN, YPF and JD, trimmed TSM, ATHM and LAUR and sold out of LTM, AMX and TS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IBN Icici Bank Limited | $252M | 18.6% | 8.7M | +250K (+3%) | 8 of 8 | |
| 2 |  YPF Ypf Sociedad Anonima | $183M | 13.5% | 4M | +499K (+14%) | 8 of 8 | |
| 3 |  JD Jd.com Inc | $170M | 12.5% | 6.7M | +2.3M (+51%) | 8 of 8 | |
| 4 |  TSM Taiwan Semiconductor Mfg Ltd | $158M | 11.6% | 331K | −76K (−19%) | 8 of 8 | |
| 5 |  YMM Full Truck Alliance Co Ltd | $105M | 7.7% | 12.9M | +1.8M (+16%) | 8 of 8 | |
| 6 |  BIDU Baidu Inc F | $105M | 7.7% | 919K | +180K (+24%) | 8 of 8 | |
| 7 |  KSPI Kaspi KZ Jsc | $85.5M | 6.3% | 987K | +418K (+73%) | 3 of 8 | |
| 8 |  ATHM Autohome Inc | $65.2M | 4.8% | 3.4M | −272K (−7%) | 8 of 8 | |
| 9 |  YUMC Yum China Hldgs Inc | $62.8M | 4.6% | 1.5M | New position | 1 of 8 | |
| 10 |  LAUR Laureate Education Inc | $42.6M | 3.1% | 1.2M | −355K (−23%) | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →North of South Capital 13F FAQ
What does North of South Capital own?
North of South Capital reported 28 stocks worth $1.4B in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are IBN (18.6%), YPF (13.5%) and JD (12.5%). The table above lists every position in the filing (the top 10 without an account).
What did North of South Capital buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 11 added to, 10 trimmed and 4 sold out. New positions include YUMC, HDB and JOYY. It sold all of LTM, AMX and TS.
When will North of South Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is North of South Capital's portfolio worth?
The Q2 2026 filing reports $1.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.