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North of South Capital LLP · 13F 持仓分析
期权收益计算器 机构排行

North of South Capital LLP

No.2268 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$13.59亿
环比变动 Q1 2026
+$2.46亿+22.1%
持仓股票数
28
新买入
3
加仓
11
减仓
10
清仓
4
持股不变
4
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
ICICI BANK LIMITEDIBN
18.57%19.64%$2.52亿869.0万股$2.19亿844.0万股+25.0万股+2.97%加仓
YPF SOCIEDAD ANONIMA SPON ADR CL DYPF
13.47%14.63%$1.83亿402.4万股$1.63亿352.4万股+49.9万股+14.17%加仓
JD COM INCJD
12.49%11.72%$1.70亿666.2万股$1.30亿441.2万股+225.0万股+51.00%加仓
台积电TSM
11.63%12.37%$1.58亿33.1万股$1.38亿40.7万股-7.6万股-18.76%减仓
FULL TRUCK ALLIANCEYMM
7.73%8.29%$1.05亿1,293.6万股$9,228.0万1,111.8万股+181.8万股+16.35%加仓
B百度BIDU
7.73%7.4%$1.05亿91.9万股$8,237.3万73.9万股+18.0万股+24.30%加仓
KKASPI KZ JSCKSPI
6.3%3.79%$8,554.7万98.7万股$4,219.6万57.0万股+41.8万股+73.32%加仓
AAUTOHOMEATHM
4.8%5.77%$6,523.8万342.8万股$6,428.0万370.1万股-27.2万股-7.36%减仓
YYUM CHINAYUMC
4.62%$6,279.6万153.6万股$00股+153.6万股新买入
LAUREATE EDLAUR
3.13%4.78%$4,255.6万117.2万股$5,319.7万152.7万股-35.5万股-23.26%减仓
HHDFC BANKHDB
3.03%$4,115.4万159.3万股$00股+159.3万股新买入
PAN AMERN SILVERPAAS
1.97%5.65%$2,681.6万59.9万股$6,288.5万115.1万股-55.2万股-47.99%减仓
TTRANSPORTADORA DE GAS SURTGS
1.89%1.99%$2,565.8万86.3万股$2,218.5万64.1万股+22.2万股+34.64%加仓
IiShares安硕·MSCI INDIA ETFINDA
0.8%0.93%$1,091.5万22.1万股$1,035.1万22.1万股00.00%持仓不变
KT SPONSORED ADRKT
0.3%0.18%$402.1万23.3万股$204.2万9.5万股+13.8万股+144.45%加仓
VISTA ENERGY S.A.B. DE C.VVIST
0.19%0.28%$264.4万4.1万股$313.3万4.2万股-76股-0.18%减仓
JOYYJOYY
0.19%$261.9万4.0万股$00股+4.0万股新买入
阿里巴巴BABA
0.18%0.41%$238.2万2.5万股$452.3万3.6万股-1.1万股-31.17%减仓
HHARMONY GOLD MNGHMY
0.16%0.19%$214.4万14.1万股$206.7万13.4万股+6,456股+4.80%加仓
PPETROLEO BRASILEIROPBR
0.16%0.42%$212.9万13.2万股$472.4万22.8万股-9.6万股-42.15%减仓
AAXIA ENERGIA SA SPONSORED ADRAXIAY
0.14%0.15%$187.3万17.7万股$169.7万15.0万股+2.7万股+17.90%加仓
CREDICORPBAP
0.13%0.21%$173.5万4,453股$237.9万7,014股-2,561股-36.51%减仓
UUNITED MICROELECTRONICSUMC
0.1%0.33%$138.0万5.1万股$363.8万40.5万股-35.4万股-87.48%减仓
LLOMA NEGRA C I A MTN 14LOMA
0.09%0.16%$123.9万10.8万股$181.4万16.4万股-5.5万股-33.83%减仓
TELEKOMUNIKASI INDTLK
0.07%0.12%$94.4万7.0万股$128.6万6.9万股+1,414股+2.05%加仓
MCEWENMUX
0.07%0.09%$90.7万5.0万股$102.1万5.0万股00.00%持仓不变
BBANCO BBVA ARGENTINABBAR
0.04%0.04%$58.8万3.0万股$48.2万3.0万股00.00%持仓不变
GGRUPO TELEVISA S A B SPON ADR REP ORDTV
0.02%0.03%$27.1万10.0万股$29.1万10.0万股00.00%持仓不变

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