North of South Capital LLP

Q3 2026 13F-HR Holdings

Location
London, X0
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
27
Total value ($000)
$1,451,356
Net value change ($000)
+92,700 (6.8%)
New positions
3
Sold out positions
4
Turnover %
8.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BAP 77,943 4492.4%
JD 58,882 34.7%
PAAS 23,160 86.4%
YMM 20,130 19.2%
YUMC 18,422 29.3%
KSPI 8,454 9.9%
PBR 5,360 251.8%
TCOM 4,568 NEW
JOYY 3,918 149.6%
ATHM 3,865 5.9%
Top Reduces (Value $000, Stocks/ETFs)
BIDU -105,026 -100.0%
IBN -10,011 -4.0%
YPF -5,538 -3.0%
HDB -4,328 -10.5%
INDA -3,883 -35.6%
TGS -3,638 -14.2%
VIST -2,644 -100.0%
AXIA -1,873 -100.0%
BABA -1,639 -68.8%
TSM -1,250 -0.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type