North of South Capital LLP
All 13F Filings
- Location
- London, X0
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,358,656
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 28 | 1,358,656 | 13F-HR | North of South Capital LLP |
| Q1 2026 | 4/20/2026 | 29 | 1,113,115 | 13F-HR | North of South Capital LLP |
| Q4 2025 | 2/12/2026 | 27 | 1,112,834 | 13F-HR | North of South Capital LLP |
| Q3 2025 | 10/27/2025 | 23 | 1,040,591 | 13F-HR | North of South Capital LLP |
| Q2 2025 | 8/8/2025 | 21 | 951,140 | 13F-HR | North of South Capital LLP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.348 M | 99.2% | 245 K | 0 | 245 K |
| ETFs | 10.92 K | 0.8% | 564 | 0 | 564 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
1,358,656
Holdings
28
QoQ value change ($000)
245,541
(22.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.