Fund Holdings — ANTIPODES PARTNERS Ltd

Total Portfolio Value
$3.16M
Total Bought
$427.9K
Total Sold
$689.4K
Net Transaction
-$261.5K
Filing Period:
Securities
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SharesValue ($K)
Q4 2023
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Q1 2024
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Change
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Q4 2023
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Q1 2024
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Weight (%)
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Change
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QUALCOMM Incorporated(QCOM)0585,590+585,5900993.14%+99
Stellantis N.V.(STLA)1,6703,089,187+3,087,5170872.77%+87
Applied Materials Inc.32,926265,921+232,9955551.73%+50
Ally Financial Inc(ALLY)801,1271,529,093+727,96628621.96%+34
Oracle Corporation(ORCL)1,663,2181,639,887-23,3311752066.52%+31
Ameren Corporation(AEE)0377,161+377,1610280.88%+28
Nutrien Ltd.(NTR)1,595,2952,045,679+450,384901113.51%+21
KE Holdings Inc.(BEKE)12,3261,494,261+1,481,9350210.65%+20
Fomento Economico Mexicano SAB de CV(FMX)791,720945,491+153,7711031233.90%+20
Agnico Eagle Mines Limited(AEM)758,6311,016,850+258,21942611.92%+19
Amazon.com Inc.(AMZN)886,903833,424-53,4791351504.75%+16
Microsoft Corporation(MSFT)436,920424,851-12,0691641795.65%+14
Controladora Vuela Compania de Aviacion SAB de CV01,832,109+1,832,1090140.43%+14
Merck & Co. Inc.(MRK)2,174,9041,889,305-285,5992372497.88%+12
Occidental Petroleum Corporation(OXY)2,340,4652,319,869-20,5961401514.77%+11
Johnson Controls International plc
SHS
253,859360,968+107,10915240.75%+9
Alphabet Inc.(GOOG)057,987+57,987090.28%+9
Capital One Financial Corporation(COF)609,404585,521-23,88380872.76%+7
Vertex Pharmaceuticals Incorporated(VRTX)88,920100,480+11,56036421.33%+6
Meta Platforms Inc.(META)280,073214,322-65,751991043.29%+5
Interactive Brokers Group Inc.(IBKR)356,989298,322-58,66730331.05%+4
Trip.com Group Ltd.(TCOM)187,989187,790-199780.26%+1
Eagle Materials Inc.(EXP)13,53713,5370340.12%+1
Otis Worldwide Corporation(OTIS)85,36785,810+443890.27%+1
Sendas Distribuidora SA(ASAIY)1,189,8411,164,417-25,42416170.54%+1
Coca-Cola Company(KO)247,346246,933-41315150.48%+1
Suzano SA(SUZ)317,512299,848-17,664440.12%0
Ares Management Corporation(ARES)01,578+1,578000.01%0
Blackstone Inc.(BX)01,185+1,185000.00%0
Kaspi.kz Joint Stock Company(KSPI)0994+994000.00%0
Global Business Travel Group Inc.(GBTG)018,136+18,136000.00%0
Amplitude Inc(AMPL)08,734+8,734000.00%0
Eventbrite Inc.012,690+12,690000.00%0
Reddit Inc.(RDDT)01,276+1,276000.00%0
DoorDash Inc.(DASH)1,3501,3500000.01%0
PropertyGuru Group Limited32,72242,641+9,919000.01%0
American Coastal Insurance Corp.(ACIC)19,94920,551+602000.01%0
General Electric Company(GE)0210+210000.00%0
GE Vernova Inc.(GEV)0232+232000.00%0
Nu Holdings Ltd.(NU)29,64922,378-7,271000.01%0
VanEck Vectors Junior Gold Miners ETF
JUNIOR GOLD MINE
1,2201,657+437000.00%0
Eaton Corp. Plc(ETN)2232230000.00%0
Ingersoll Rand Inc.(IR)3503500000.00%0
argenx SE(ARGX)79790000.00%0
Vertex Pharmaceuticals Incorporated(VRTX)88,92088,920036361.14%0
Virtu Financial Inc.(VIRT)2,2612,2610000.00%0
Shoals Technologies Group Inc.(SHLS)2,1552,1550000.00%0
VanEck Vectors Junior Gold Miners ETF
JUNIOR GOLD MINE
1,2201,2200000.00%0
Similarweb Ltd.(SMWB)9,1665,204-3,962000.00%-0
SEMrush Holdings Inc.
CL A COM
7,2647,2640000.00%-0
Aptiv PLC(APTV)4404400000.00%-0
Shoals Technologies Group Inc.(SHLS)2,1552,638+483000.00%-0
Henry Schein Inc.(HSIC)3160-31600—-0
Eventbrite Inc.2,9200-2,92000—-0
General Electric Company(GE)2100-21000—-0
Vantage Drilling International1,2540-1,25400—-0
Globant SA
COM
972989+17000.01%-0
Altus Power Inc.30,08235,198+5,116000.01%-0
Seagate Technology PLC6300-63000—-0
R1 RCM Inc5,6230-5,62300—-0
Diamond Offshore Drilling Inc7,3240-7,32400—-0
Sociedad Quimica Y Minera De Chile S.A.(SQM)1,9300-1,93000—-0
Noble Corporation(NE)559,549547,812-11,73727270.84%-0
Newmont Corporation(NEM)157,950157,9500760.18%-1
General Motors Company(GM)69,7830-69,78330—-3
Barrick Gold Corporation8,270,8098,704,623+433,8141501454.58%-5
Cencora Inc609,220492,869-116,3511251203.79%-5
Alnylam Pharmaceuticals Inc(ALNY)189,141205,579+16,43836310.97%-5
Genmab A/S(GMAB)185,6980-185,69860—-6
Booz Allen Hamilton Holding Corporation108,66747,020-61,6471470.22%-7
Controladora Vuela Compania de Aviacion SAB de CV959,3450-959,34590—-9
Lowe's Companies Inc.(LOW)438,986332,106-106,88098852.68%-13
Micron Technology Inc.(MU)1,016,034619,402-396,63287732.31%-14
LyondellBasell Industries NV
SHS - A -
1,010,494782,796-227,69896802.53%-16
DiDi Global Inc.5,075,5220-5,075,522200—-20
Pinterest Inc.(PINS)603,8400-603,840220—-22
American Electric Power Company Inc.1,994,8861,590,311-404,5751621374.33%-25
Global Payments Inc.(GPN)540,770316,937-223,83369421.34%-26
Roku Inc.(ROKU)556,721359,328-197,39351230.74%-28
Itau Unibanco Holding S.A.(ITUB)17,655,22013,684,096-3,971,124123953.00%-28
Teck Resources Ltd(TECK)1,904,8111,052,656-852,15581481.52%-32
Intel Corporation(INTC)754,5810-754,581380—-38
Alibaba Group Holding Ltd.(BABA)1,192,176740,113-452,06392541.69%-39
Citizens Financial Group Inc.(CFG)1,296,6480-1,296,648430—-43
Compass Inc(COMP)16,670,4863,599,933-13,070,55363130.41%-50
Frontier Communications Parent Inc.4,912,5023,002,523-1,909,979124742.33%-51
Flowserve Corporation(FLS)1,305,8150-1,305,815540—-54
Baidu Inc.1,438,7161,081,853-356,8631711143.60%-57
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ANTIPODES PARTNERS Ltd — 13F Holdings — Q1 2024 | TickerTrail