North Of South Capital LLP Portfolio Holdings

North Of South Capital LLP

  • $823 Billion
  • Q4 2024

North Of South Capital LLP has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $823 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alibaba Group Holding LTD with a value of $168B, Taiwan Semiconductor Manufacturing CO LTD with a value of $102B, Jd.Com, Inc. with a value of $101B, Kt Corp with a value of $65.5B, and Full Truck Alliance Co. Ltd. with a value of $61.6B.

Examining the 13F form we can see an increase of $164B in the current position value, from $659B to 823B.

North Of South Capital LLP is based out at London, X0

Below you can find more details about North Of South Capital LLP portfolio as well as his latest detailed transactions.

Portfolio value $823 Billion
Consumer Cyclical: $319 Billion
Communication Services: $169 Billion
Technology: $165 Billion
Industrials: $68.8 Billion
Energy: $55.1 Billion
Consumer Defensive: $23 Billion
Basic Materials: $21.7 Billion
Financial Services: $1.52 Billion
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$271B
$168 Billion 20.35% of portfolio
1,975,760
Q4 2024 Added 17.93%
$1.06T
$102 Billion 12.39% of portfolio
516,404
Q4 2024 Added 15.77%
$64.3B
$101 Billion 12.21% of portfolio
2,899,808
Q4 2024 Added 48.16%
$8.71B
$65.5 Billion 7.95% of portfolio
4,217,653
Q4 2024 Added 2,407.31%
$12.8B
$61.6 Billion 7.48% of portfolio
5,692,489
Q4 2024 Added 74.81%
$15.1B
$52.6 Billion 6.39% of portfolio
1,236,984
Q4 2024 Added 18.32%
$32.1B
$51.8 Billion 6.3% of portfolio
614,847
Q4 2024 Added 18.86%
$9.43B
$51.2 Billion 6.21% of portfolio
3,797,852
Q4 2024 Reduced 5.34%
$3.51B
$51 Billion 6.19% of portfolio
1,965,350
Q4 2024 Added 16.27%
$950M
$36.7 Billion 4.46% of portfolio
4,938,580
Q4 2024 Reduced 8.08%
$7.32B
$32.1 Billion 3.9% of portfolio
875,161
Q4 2024 Reduced 10.15%
$3.19B
$23 Billion 2.79% of portfolio
1,256,065
Q4 2024 New
$11.4B
$21.7 Billion 2.64% of portfolio
597,057
Q4 2024 Added 19.06%
$92.2B
$2.55 Billion 0.31% of portfolio
198,360
Q4 2024 Added 63.37%
$102B
$1.52 Billion 0.19% of portfolio
51,055
Q4 2024 Reduced 74.55%
$15B
$1.04 Billion 0.13% of portfolio
160,509
Q3 2024 Added 9.1%
$1.14B
$168 Million 0.02% of portfolio
100,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $823 Billion
  • Prior Value $659 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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