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	$416 Million 43.69% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services ATHM BIDU 2 stocks	$110 Million 11.56% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology TSM 1 stocks	$101 Million 10.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology YMM 1 stocks	$93.6 Million 9.84% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services KT TIGO TV 3 stocks	$89.1 Million 9.36% of portfolio	2	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy YPF PBR TGS 3 stocks	$51.1 Million 5.38% of portfolio	2	1	-	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive LAUR 1 stocks	$36.9 Million 3.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Airlines \| Industrials VLRS 1 stocks	$23.6 Million 2.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Silver \| Basic Materials PAAS 1 stocks	$15.7 Million 1.65% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services IBN BAP BBAR 3 stocks	$13 Million 1.36% of portfolio	2	-	1	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EBR 1 stocks	$1.63 Million 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials ERJ 1 stocks	$136,584 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts

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