North Of South Capital LLP Portfolio Holdings

North Of South Capital LLP

  • $659 Billion
  • Q3 2024

North Of South Capital LLP has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $659 Billion distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alibaba Group Holding LTD with a value of $178B, Jd.Com, Inc. with a value of $78.3B, Taiwan Semiconductor Manufacturing CO LTD with a value of $77.5B, Vipshop Holdings LTD with a value of $63.1B, and Autohome Inc. with a value of $55.1B.

Examining the 13F form we can see an increase of $273B in the current position value, from $386B to 659B.

North Of South Capital LLP is based out at London, X0

Below you can find more details about North Of South Capital LLP portfolio as well as his latest detailed transactions.

Portfolio value $659 Billion
Consumer Cyclical: $319 Billion
Communication Services: $112 Billion
Technology: $108 Billion
Industrials: $68.5 Billion
Energy: $23.9 Billion
Basic Materials: $21.2 Billion
Financial Services: $5.99 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$230B
$178 Billion 26.96% of portfolio
1,675,328
Q3 2024 Added 33.31%
$54.9B
$78.3 Billion 11.87% of portfolio
1,957,179
Q3 2024 Added 81.58%
$977B
$77.5 Billion 11.75% of portfolio
446,042
Q3 2024 Reduced 16.54%
$8.61B
$63.1 Billion 9.57% of portfolio
4,011,899
Q3 2024 Added 83.78%
$3.58B
$55.1 Billion 8.36% of portfolio
1,690,376
Q3 2024 Added 178.18%
$30B
$54.5 Billion 8.26% of portfolio
517,298
Q3 2024 Added 38.63%
$6.89B
$34.5 Billion 5.22% of portfolio
974,030
Q3 2024 New
$930M
$34 Billion 5.16% of portfolio
5,372,644
Q3 2024 Added 29.12%
$10.9B
$29.3 Billion 4.45% of portfolio
3,256,359
Q3 2024 New
$14.6B
$22.2 Billion 3.36% of portfolio
1,045,498
Q3 2024 Added 32.42%
$11.1B
$20.9 Billion 3.17% of portfolio
501,493
Q3 2024 Added 65.66%
$104B
$5.99 Billion 0.91% of portfolio
200,596
Q3 2024 New
$8.19B
$2.59 Billion 0.39% of portfolio
168,214
Q3 2024 Added 15.56%
$93.1B
$1.75 Billion 0.27% of portfolio
121,421
Q3 2024 Reduced 30.89%
$17B
$1.35 Billion 0.2% of portfolio
160,509
Q3 2024 Added 9.1%
$1.69B
$300 Million 0.05% of portfolio
50,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $659 Billion
  • Prior Value $386 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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