Long-term investor
North Of South Capital LLP @northofsouthcapitalllp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002033334).
Record
- Tracked since 2025-06-30 (465 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days -2.0% · 6 months +2.5% · 1 year -10.2% · all -10.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IBN · 18.6% · long · since 2025-06-30
- 984245100 · 13.5% · long · since 2025-06-30
- 47215P106 · 12.5% · long · since 2025-06-30
- TSM · 11.6% · long · since 2025-06-30
- YMM · 7.7% · long · since 2025-06-30
- BIDU · 7.7% · long · since 2025-06-30
- 48581R205 · 6.3% · long · since 2025-12-31
- ATHM · 4.8% · long · since 2025-06-30
- 98850P109 · 4.6% · long · since 2026-06-30
- 518613203 · 3.1% · long · since 2025-06-30
- HDB · 3.0% · long · since 2026-06-30
- 697900108 · 2.0% · long · since 2025-06-30