North of South Capital’s Autohome ATHM Stock Holding History

North of South Capital’s Portfolio ATHM Stock Details ATHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$64.3M	Buy	3,700,631 +1,427,767	+63%	+$29.3M	5.77%	7
2025 Q4	$50.6M	Sell	2,272,864 -12,075	-0.5%	-$302K	4.55%	10
2025 Q3	$65.2M	Buy	2,284,939 +78,978	+4%	+$2.23M	6.27%	8
2025 Q2	$56.9M	Buy	2,205,961 +251,003	+13%	+$6.51M	5.98%	6
2025 Q1	$54.2M	Sell	1,954,958 -10,392	-0.5%	-$295K	6.05%	7
2024 Q4	$51M	Buy	1,965,350 +274,974	+16%	+$7.92M	6.19%	9
2024 Q3	$55.1M	Buy	1,690,376 +1,082,720	+178%	+$28.2M	8.36%	5
2024 Q2	$16.7M	Buy	+607,656	New	+$16.5M	4.32%	9

Other funds holding ATHM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PCP

Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return

North of South Capital's ATHM Position: Q1 2026 in Review

North of South Capital increased its Autohome (ATHM) stake by 63% in Q1 2026, buying an estimated $29.3M and bringing the position to 3,700,631 shares worth $64.3M. The position accounts for 5.77% of the portfolio, ranked #7.

North of South Capital first reported a position in ATHM in Q2 2024 and has held it in 8 quarters since. The position peaked at $65.2M in Q3 2025. 146 funds tracked by Wall St. Rank hold ATHM as of Q1 2026.

North of South Capital held 3,700,631 shares of Autohome worth $64.3M as of Q1 2026.
North of South Capital bought 1,427,767 Autohome shares in Q1 2026, an estimated $29.3M.
Autohome made up 5.77% of North of South Capital's portfolio in Q1 2026, its #7 holding.
North of South Capital first reported a position in Autohome in Q2 2024 and has held it in 8 quarters since.
North of South Capital's Autohome position peaked at $65.2M in Q3 2025.
146 funds tracked by Wall St. Rank held Autohome as of Q1 2026.

Based on North of South Capital's 13F filing for Q1 2026, filed 20 Apr 2026.