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	$441 Million 49.23% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services ATHM BIDU 2 stocks	$105 Million 11.78% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology YMM 1 stocks	$78.6 Million 8.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$73.2 Million 8.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services KT TIGO SKM TV 4 stocks	$70.3 Million 7.85% of portfolio	1	1	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy YPF PBR TGS 3 stocks	$51.8 Million 5.79% of portfolio	2	1	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LAUR 1 stocks	$25.7 Million 2.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Airlines \| Industrials VLRS 1 stocks	$25.6 Million 2.86% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials ERJ 1 stocks	$20 Million 2.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN BBAR 2 stocks	$2.15 Million 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EBR 1 stocks	$1.56 Million 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts

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