North Of South Capital LLP Portfolio Holdings by Sector

North Of South Capital LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical BABA JD VIPS 3 stocks	$319 Million 38.77% of portfolio	2	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM UMC 2 stocks	$103 Million 12.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services BIDU ATHM 2 stocks	$103 Million 12.49% of portfolio	2	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services KT SKM TV 3 stocks	$66.5 Million 8.08% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Application \| Technology YMM 1 stocks	$61.6 Million 7.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy YPF PBR 2 stocks	$55.1 Million 6.7% of portfolio	2	-	-	-	0 Calls 0 Puts
Airlines \| Industrials VLRS 1 stocks	$36.7 Million 4.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials ERJ 1 stocks	$32.1 Million 3.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LAUR 1 stocks	$23 Million 2.79% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SQM 1 stocks	$21.7 Million 2.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN 1 stocks	$1.52 Million 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts

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