North Of South Capital LLP Portfolio Holdings

North Of South Capital LLP

  • $951 Billion
  • Q2 2025

North Of South Capital LLP has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $951 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alibaba Group Holding LTD with a value of $237B, Jd.Com, Inc. with a value of $130B, Taiwan Semiconductor Manufacturing CO LTD with a value of $101B, Full Truck Alliance Co. Ltd. with a value of $93.6B, and Kt Corp with a value of $86.9B.

Examining the 13F form we can see an increase of $55.9B in the current position value, from $895B to 951B.

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 $951 Billion
Consumer Cyclical: $416 Billion
Communication Services: $199 Billion
Technology: $195 Billion
Energy: $51.1 Billion
Consumer Defensive: $36.9 Billion
Industrials: $23.7 Billion
Basic Materials: $15.7 Billion
Financial Services: $13 Billion
Other: $1.63 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.6B
$56.9 Billion 5.98% of portfolio
2,205,961
Q2 2025 Added 12.84%
$10B
$48.5 Billion 5.1% of portfolio
3,224,215
Q2 2025 Reduced 19.26%
$4.38B
$36.9 Billion 3.88% of portfolio
1,578,937
Q2 2025 Added 25.71%
$6.74B
$15.7 Billion 1.65% of portfolio
551,278
Q2 2025 New
$7.44B
$1.98 Billion 0.21% of portfolio
52,881
Q2 2025 Added 17.82%
$4.41B
$958 Million 0.1% of portfolio
37,000
Q2 2025 Added 48.0%
$3.42B
$494 Million 0.05% of portfolio
30,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $951 Billion
  • Prior Value $895 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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