North of South Capital LLP: AUTOHOME INC-ADR (ATHM): Quarterly 13F Position History
As of Q2 2026, North of South Capital LLP reported 3,428,188 shares of AUTOHOME INC-ADR (ATHM), worth $65.2M and representing 4.8% of its 13F equity book. Quarter-over-quarter share count change: 272,443 (-7.4%) . The position first appeared in Q2 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.
- 3,428,188Shares Held (Latest Filing)
- $65.2MReported Market Value (Latest Filing)
- 4.8%Portfolio Weight (% of 13F Equity Book)
- 272,443Quarter-over-Quarter Share Change
- +$958.5KQuarter-over-Quarter Value Change
- 3,700,631Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,428,188 | 272,443 | -7.4% | $65.2M | 4.8% | $19.0 |
| Q1 2026 | 3,700,631 | +1,427,767 | +62.8% | $64.3M | 5.8% | $17.4 |
| Q4 2025 | 2,272,864 | 12,075 | -0.5% | $50.6M | 4.5% | $22.3 |
| Q3 2025 | 2,284,939 | +78,978 | +3.6% | $65.2M | 6.3% | $28.6 |
| Q2 2025 | 2,205,961 | +251,003 | +12.8% | $56.9M | 6.0% | $25.8 |
| Q1 2025 | 1,954,958 | 10,392 | -0.5% | $54.2M | 6.1% | $27.7 |
| Q4 2024 | 1,965,350 | +274,974 | +16.3% | $51.0M | 6.2% | $25.9 |
| Q3 2024 | 1,690,376 | +1,082,720 | +178.2% | $55.1M | 8.4% | $32.6 |
| Q2 2024 | 607,656 | — | — | $16.7M | 4.3% | $27.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did North of South Capital LLP first disclose a ATHM position in 13F-HR filings?
North of South Capital LLP first reported AUTOHOME INC-ADR (ATHM) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.
What was North of South Capital LLP's most recent quarter-over-quarter share-count change in ATHM?
Between Q1 2026 and Q2 2026, North of South Capital LLP reduced its ATHM position by 272,443 shares (-7.4%), leaving 3,428,188 shares at a market value of $65.2M.
Does the implied price-per-share represent North of South Capital LLP's cost basis in ATHM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.