North Of South Capital LLP Portfolio Holdings

North Of South Capital LLP

  • $386 Billion
  • Q2 2024

North Of South Capital LLP has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $386 Billion distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $92.9B, Alibaba Group Holding LTD with a value of $90.5B, Baidu, Inc. with a value of $32.3B, Vipshop Holdings LTD with a value of $28.4B, and Jd.Com, Inc. with a value of $27.9B.

Examining the 13F form we can see an increase of $386B in the current position value.

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 $386 Billion
Consumer Cyclical: $147 Billion
Technology: $95.5 Billion
Communication Services: $51.2 Billion
Basic Materials: $30.4 Billion
Industrials: $26.5 Billion
Energy: $18.4 Billion
Consumer Defensive: $17.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1T
$92.9 Billion 24.05% of portfolio
534,410
Q2 2024 New
$258B
$90.5 Billion 23.43% of portfolio
1,256,719
Q2 2024 New
$31.1B
$32.3 Billion 8.36% of portfolio
373,137
Q2 2024 New
$9.02B
$28.4 Billion 7.36% of portfolio
2,182,953
Q2 2024 New
$63.1B
$27.9 Billion 7.21% of portfolio
1,077,890
Q2 2024 New
$846M
$26.5 Billion 6.85% of portfolio
4,160,831
Q2 2024 New
$14.5B
$17.8 Billion 4.61% of portfolio
1,195,583
Q2 2024 New
$17.1B
$17.4 Billion 4.51% of portfolio
203,073
Q2 2024 New
$3.51B
$16.7 Billion 4.32% of portfolio
607,656
Q2 2024 New
$9.98B
$15.9 Billion 4.11% of portfolio
789,549
Q2 2024 New
$11.2B
$12.3 Billion 3.19% of portfolio
302,717
Q2 2024 New
$85.5B
$2.55 Billion 0.66% of portfolio
175,705
Q2 2024 New
$8.05B
$1.99 Billion 0.52% of portfolio
145,570
Q2 2024 New
$13B
$1.29 Billion 0.33% of portfolio
-
Q2 2024 New
$17.6B
$1.29 Billion 0.33% of portfolio
147,115
Q2 2024 New
$1.82B
$272 Million 0.07% of portfolio
50,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $386 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 17 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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