North of South Capital LLP

**North of South Capital LLP** manages $1.1B across a concentrated portfolio of 27 positions. The fund exhibits significant conviction in technology and emerging markets, highlighted by its top holdings including IBN at $220.2M and TSM at $137.9M. Further substantial allocations are directed toward JD ($122.1M), YMM ($116.4M), and PAAS ($111.3M). This structure suggests a high-conviction, growth-oriented mandate within global equities.

📌 Top Holdings