At 43 North Investments, every position in our portfolio reflects a collective conviction. Our holdings are the result of in-depth research, open debate, and a democratic vote among our members. We don’t follow hype—we follow our homework.

While our capital is modest, our standards are not. We aim to build a thoughtful, long-term portfolio rooted in fundamental analysis, macro awareness, and ethical judgment. Whether it’s a long-term core position or a thematic play, each investment aligns with our commitment to Non Sibi—not for oneself, but for a greater purpose.

Below is a high-level view of our current holdings, updated regularly by our Portfolio Steward. Please note that this information is for educational and collaborative purposes only.