North Of South Capital LLP Portfolio Holdings

North Of South Capital LLP

  • $1.04 Trillion
  • Q3 2025

North Of South Capital LLP has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.04 Trillion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jd.Com, Inc. with a value of $142B, Full Truck Alliance Co. Ltd. with a value of $138B, Taiwan Semiconductor Manufacturing CO LTD with a value of $127B, Pan American Silver Corp with a value of $116B, and Icici Bank LTD with a value of $97.9B.

Examining the 13F form we can see an increase of $89.5B in the current position value, from $951B to 1.04T.

North Of South Capital LLP is based out at London, X0

Below you can find more details about North Of South Capital LLP portfolio as well as his latest detailed transactions.

Portfolio value $1.04 Trillion
Technology: $266 Billion
Consumer Cyclical: $215 Billion
Communication Services: $206 Billion
Basic Materials: $119 Billion
Financial Services: $99.2 Billion
Consumer Defensive: $50.6 Billion
Energy: $43 Billion
Industrials: $36.5 Billion
Other: $4.36 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.1B
$142 Billion 13.69% of portfolio
4,072,931
Q3 2025 Added 2.48%
$14B
$138 Billion 13.22% of portfolio
10,607,375
Q3 2025 Added 33.85%
$1.57T
$127 Billion 12.25% of portfolio
456,345
Q3 2025 Added 2.41%
$7.48B
$116 Billion 11.17% of portfolio
3,000,056
Q3 2025 Added 444.2%
$107B
$97.9 Billion 9.41% of portfolio
3,238,233
Q3 2025 Added 925.99%
$9.42B
$83.5 Billion 8.03% of portfolio
4,283,287
Q3 2025 Added 2.47%
$11.2B
$65.9 Billion 6.33% of portfolio
3,355,999
Q3 2025 Added 4.09%
$3.16B
$65.2 Billion 6.27% of portfolio
2,284,939
Q3 2025 Added 3.58%
$42.1B
$54.7 Billion 5.26% of portfolio
415,245
Q3 2025 Reduced 32.88%
$5.23B
$50.6 Billion 4.87% of portfolio
1,605,311
Q3 2025 Added 1.67%
$13.6B
$39.3 Billion 3.78% of portfolio
1,619,983
Q3 2025 Added 4.49%
$742M
$36.5 Billion 3.51% of portfolio
5,081,733
Q3 2025 Added 2.36%
$460B
$6.26 Billion 0.6% of portfolio
35,003
Q3 2025 Reduced 98.33%
$23.8B
$4.36 Billion 0.42% of portfolio
439,682
Q3 2025 Added 100.17%
$76.4B
$3.61 Billion 0.35% of portfolio
285,373
Q3 2025 Added 150.93%
$738M
$3.09 Billion 0.3% of portfolio
-
Q3 2025 New
$7.92B
$1.13 Billion 0.11% of portfolio
52,439
Q3 2025 New
$20.7B
$1.07 Billion 0.1% of portfolio
4,000
Q3 2025 Reduced 51.55%
$18.8B
$948 Million 0.09% of portfolio
125,000
Q3 2025 New
Mcewen Inc
-
$855 Million 0.08% of portfolio
-
Q3 2025 New
$1.52B
$269 Million 0.03% of portfolio
100,000
Q2 2024 New
$3.1B
$250 Million 0.02% of portfolio
30,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $1.04 Trillion
  • Prior Value $951 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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