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 VIPS JD 3 stocks	$147 Million 38.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Semiconductors \| Technology TSM UMC 2 stocks	$94.2 Million 24.39% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services BIDU ATHM 2 stocks	$48.9 Million 12.67% of portfolio	2	-	2	-	0 Calls 0 Puts
Airlines \| Industrials VLRS 1 stocks	$26.5 Million 6.85% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy YPF PBR 2 stocks	$18.4 Million 4.77% of portfolio	2	-	2	-	0 Calls 0 Puts
Gold \| Basic Materials GFI SAND 2 stocks	$18.1 Million 4.68% of portfolio	2	-	2	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KOF 1 stocks	$17.4 Million 4.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SQM 1 stocks	$12.3 Million 3.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services KT TV 2 stocks	$2.27 Million 0.59% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology KKS.F 1 stocks	$1.29 Million 0.33% of portfolio	1	-	1	-	0 Calls 0 Puts

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