$386 Million is the total value of North of South Capital LLP's 17 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2024 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | 1 | Q2 2024 | 24.1% |
| ALIBABA GROUP HLDG LTD | 1 | Q2 2024 | 23.4% |
| BAIDU INC | 1 | Q2 2024 | 8.4% |
| VIPSHOP HLDGS LTD | 1 | Q2 2024 | 7.4% |
| JD.COM INC | 1 | Q2 2024 | 7.2% |
| CONTROLADORA VUELA COMP DE A | 1 | Q2 2024 | 6.9% |
| GOLD FIELDS LTD | 1 | Q2 2024 | 4.6% |
| COCA-COLA FEMSA SAB DE CV | 1 | Q2 2024 | 4.5% |
| AUTOHOME INC | 1 | Q2 2024 | 4.3% |
| YPF SOCIEDAD ANONIMA | 1 | Q2 2024 | 4.1% |
View North of South Capital LLP's complete holdings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.