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 48.41% of portfolio	3	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services ATHM BIDU 2 stocks	$110 Million 16.62% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM UMC 2 stocks	$78.8 Million 11.95% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials ERJ 1 stocks	$34.5 Million 5.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials VLRS 1 stocks	$34 Million 5.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology YMM 1 stocks	$29.3 Million 4.45% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy YPF PBR 2 stocks	$23.9 Million 3.63% of portfolio	1	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SQM 1 stocks	$20.9 Million 3.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN 1 stocks	$5.99 Million 0.91% of portfolio	1	-	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services KT TV 2 stocks	$2.84 Million 0.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials SAND 1 stocks	$300,000 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts

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