Fund HoldingsANTIPODES PARTNERS Ltd

Total Portfolio Value
$3.16M
Total Bought
$2.73M
Total Sold
$2.78M
Net Transaction
-$45.1K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
Merck & Co. Inc.(MRK)01,889,305+1,889,30502497.88%+249
Oracle Corporation(ORCL)01,639,887+1,639,88702066.52%+206
Microsoft Corporation(MSFT)0424,851+424,85101795.65%+179
Occidental Petroleum Corporation(OXY)02,319,869+2,319,86901514.77%+151
Amazon.com Inc.(AMZN)0833,424+833,42401504.75%+150
Barrick Gold Corporation08,704,623+8,704,62301454.58%+145
American Electric Power Company Inc.01,590,311+1,590,31101374.33%+137
Cencora Inc0492,869+492,86901203.79%+120
Nutrien Ltd.(NTR)02,045,679+2,045,67901113.51%+111
Meta Platforms Inc.(META)0214,322+214,32201043.29%+104
QUALCOMM Incorporated(QCOM)0585,590+585,5900993.14%+99
Stellantis N.V.(STLA)03,089,187+3,089,1870872.77%+87
Capital One Financial Corporation(COF)0585,521+585,5210872.76%+87
Lowe's Companies Inc.(LOW)0332,106+332,1060852.68%+85
LyondellBasell Industries NV
SHS - A -
0782,796+782,7960802.53%+80
Frontier Communications Parent Inc.03,002,523+3,002,5230742.33%+74
Micron Technology Inc.(MU)0619,402+619,4020732.31%+73
Ally Financial Inc(ALLY)01,529,093+1,529,0930621.96%+62
Agnico Eagle Mines Limited(AEM)01,016,850+1,016,8500611.92%+61
Applied Materials Inc.0265,921+265,9210551.73%+55
Teck Resources Ltd(TECK)01,052,656+1,052,6560481.52%+48
Global Payments Inc.(GPN)0316,937+316,9370421.34%+42
Vertex Pharmaceuticals Incorporated(VRTX)0100,480+100,4800421.33%+42
Interactive Brokers Group Inc.(IBKR)0298,322+298,3220331.05%+33
Alnylam Pharmaceuticals Inc(ALNY)0205,579+205,5790310.97%+31
Ameren Corporation(AEE)0377,161+377,1610280.88%+28
Noble Corporation(NE)0547,812+547,8120270.84%+27
Johnson Controls International plc
SHS
0360,968+360,9680240.75%+24
Roku Inc.(ROKU)0359,328+359,3280230.74%+23
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
Coca-Cola Company(KO)0246,933+246,9330150.48%+15
Controladora Vuela Compania de Aviacion SAB de CV01,832,109+1,832,1090140.43%+14
Compass Inc(COMP)03,599,933+3,599,9330130.41%+13
Alphabet Inc.(GOOG)057,987+57,987090.28%+9
Otis Worldwide Corporation(OTIS)085,810+85,810090.27%+9
Booz Allen Hamilton Holding Corporation047,020+47,020070.22%+7
Newmont Corporation(NEM)0157,950+157,950060.18%+6
Eagle Materials Inc.(EXP)013,537+13,537040.12%+4
Trip.com Group Ltd.(TCOM)187,989187,790-199780.26%+1
Sendas Distribuidora SA(ASAIY)1,189,8411,164,417-25,42416170.54%+1
Nu Holdings Ltd.(NU)022,378+22,378000.01%0
Suzano SA(SUZ)317,512299,848-17,664440.12%0
American Coastal Insurance Corp.020,551+20,551000.01%0
Globant SA
COM
0989+989000.01%0
Ares Management Corporation(ARES)01,578+1,578000.01%0
DoorDash Inc.(DASH)01,350+1,350000.01%0
Altus Power Inc.035,198+35,198000.01%0
PropertyGuru Group Limited042,641+42,641000.01%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
SEMrush Holdings Inc.
CL A COM
07,264+7,264000.00%0
Amplitude Inc(AMPL)08,734+8,734000.00%0
Eaton Corp. Plc(ETN)0223+223000.00%0
Eventbrite Inc.012,690+12,690000.00%0
VanEck Vectors Junior Gold Miners ETF
JUNIOR GOLD MINE
01,657+1,657000.00%0
Reddit Inc.(RDDT)01,276+1,276000.00%0
Similarweb Ltd.05,204+5,204000.00%0
Virtu Financial Inc.(VIRT)02,261+2,261000.00%0
Aptiv PLC(APTV)0440+440000.00%0
Ingersoll Rand Inc.(IR)0350+350000.00%0
General Electric Company(GE)0210+210000.00%0
GE Vernova Inc.(GEV)0232+232000.00%0
Shoals Technologies Group Inc.(SHLS)02,638+2,638000.00%0
argenx SE(ARGX)79790000.00%0
Vertex Pharmaceuticals Incorporated(VRTX)88,92088,920036361.14%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
Henry Schein Inc.(HSIC)3160-31600-0
Eventbrite Inc.2,9200-2,92000-0
General Electric Company(GE)2100-21000-0
Ingersoll Rand Inc.(IR)3500-35000-0
Vantage Drilling International1,2540-1,25400-0
Stellantis N.V.(STLA)1,6700-1,67000-0
Aptiv PLC(APTV)4400-44000-0
Virtu Financial Inc.(VIRT)2,2610-2,26100-0
Similarweb Ltd.9,1660-9,16600-0
Eaton Corp. Plc(ETN)2230-22300-0
Seagate Technology PLC6300-63000-0
R1 RCM Inc5,6230-5,62300-0
Diamond Offshore Drilling Inc7,3240-7,32400-0
SEMrush Holdings Inc.
CL A COM
7,2640-7,26400-0
PropertyGuru Group Limited32,7220-32,72200-0
Sociedad Quimica Y Minera De Chile S.A.(SQM)1,9300-1,93000-0
DoorDash Inc.(DASH)1,3500-1,35000-0
American Coastal Insurance Corp.19,9490-19,94900-0
Altus Power Inc30,0820-30,08200-0
Globant SA
COM
9720-97200-0
Nu Holdings Ltd.(NU)29,6490-29,64900-0
General Motors Company(GM)69,7830-69,78330-3
Eagle Materials Inc.(EXP)13,5370-13,53730-3
Applied Materials Inc.32,9260-32,92650-5
Genmab A/S(GMAB)185,6980-185,69860-6
Newmont Corporation(NEM)157,9500-157,95070-7
Otis Worldwide Corporation(OTIS)85,3670-85,36780-8
Controladora Vuela Compania de Aviacion SAB de CV959,3450-959,34590-9
Booz Allen Hamilton Holding Corporation108,6670-108,667140-14
Coca-Cola Company(KO)247,3460-247,346150-15
Johnson Controls International plc
SHS
253,8590-253,859150-15
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