13F Filings History of North of South Capital LLP

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$1,112,834,149
Signature - Title
Nneoma Odozi - Chief Compliance Officer
Location
London, United Kingdom
Summary
This page shows a list of all the recent 13F filings made by North of South Capital LLP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. North of South Capital LLP reported 27 stock holdings with total value $1,112,834,149 as of Q4 2025. Top holdings included IBN, TSM, JD, YMM, and PAAS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 27 $1,112,834,149 +$148,650,163 -$83,877,909 +$64,772,254 IBN, TSM, JD, YMM, PAAS 13F-HR 12 Feb 2026, 10:12
Q3 2025 23 $1,040,591,391 +$245,036,945 -$398,086,870 -$153,049,925 JD, YMM, TSM, PAAS, IBN 13F-HR 27 Oct 2025, 11:09
Q2 2025 21 $951,140,046 +$132,362,502 -$37,813,366 +$94,549,136 BABA, JD, TSM, YMM, KT 13F-HR 08 Aug 2025, 11:30
Q1 2025 20 $895,192,272 +$35,437,413 -$87,999,086 -$52,561,673 BABA, JD, YMM, TSM, KT 13F-HR 28 Apr 2025, 11:32
Q4 2024 18 $823,390,656 +$213,097,136 -$14,504,457 +$198,592,679 BABA, TSM, JD, KT, YMM 13F-HR 03 Feb 2025, 12:24
Q3 2024 17 $659,360,022 +$250,485,213 -$52,664,660 +$197,820,553 BABA, JD, TSM, VIPS, ATHM 13F-HR 12 Nov 2024, 16:22
Q2 2024 17 $386,186,861 $0 $0 $0 TSM, BABA, BIDU, VIPS, JD 13F-HR 13 Aug 2024, 12:25