North of South Capital LLP has disclosed 17 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $659.00 Mil. The turnover rate is 38%.
In North of South Capital LLP's current portfolio as of 2024-09-30, the top 5 holdings are
Alibaba Group Holding Ltd (BABA), JD.com Inc (JD), Taiwan Semiconductor Manufacturing Co Ltd (TSM), Vipshop Holdings Ltd (VIPS), Autohome Inc (ATHM), not including call and put options.
North of South Capital LLP did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for North of South Capital LLP, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for North of South Capital LLP, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for North of South Capital LLP.