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 JD VIPS BABA 3 stocks	$215 Million 20.64% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Application \| Technology YMM 1 stocks	$138 Million 13.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM UMC 2 stocks	$128 Million 12.35% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services ATHM BIDU 2 stocks	$120 Million 11.54% of portfolio	1	1	-	-	0 Calls 0 Puts
Silver \| Basic Materials PAAS 1 stocks	$116 Million 11.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN BAP BBAR 3 stocks	$99.2 Million 9.54% of portfolio	1	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services KT TIGO SKM TV 4 stocks	$86.2 Million 8.29% of portfolio	2	1	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LAUR 1 stocks	$50.6 Million 4.87% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy YPF PBR 2 stocks	$43 Million 4.13% of portfolio	2	-	-	-	0 Calls 0 Puts
Airlines \| Industrials VLRS 1 stocks	$36.5 Million 3.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EBR 1 stocks	$4.36 Million 0.42% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials ORA.TO 1 stocks	$3.09 Million 0.3% of portfolio	1	-	1	-	0 Calls 0 Puts

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