Fund HoldingsANTIPODES PARTNERS Ltd

Total Portfolio Value
$5.46B
Total Bought
$1.84B
Total Sold
$1.69B
Net Transaction
+$158.09M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FERROVIAL NV
ORD SHS
02,677,153+2,677,1530183,5853.36%+183,585
BARRICK MNG CORP(B)03,837,977+3,837,9770140,9722.58%+140,972
FOMENTO ECONOMICO MEXICANO S(FMX)0950,878+950,8780121,6172.23%+121,617
CHENIERE ENERGY INC(LNG)0435,166+435,1660104,0091.91%+104,009
DUKE ENERGY CORP NEW(DUK)0813,926+813,9260103,0271.89%+103,027
META PLATFORMS INC(META)0181,943+181,9430102,4871.88%+102,487
TOTALENERGIES SE(TTE)01,225,885+1,225,885095,3471.75%+95,347
BOOKING HOLDINGS INC(BKNG)0530,062+530,062094,1751.73%+94,175
QORVO INC(QRVO)0815,441+815,441076,0561.39%+76,056
SLB LIMITED(SLB)01,576,411+1,576,411073,2871.34%+73,287
VALARIS LTD(VAL)0996,450+996,450072,3421.33%+72,342
GLOBUS MED INC(GMED)0905,984+905,984071,5821.31%+71,582
NVIDIA CORPORATION(NVDA)710,665933,424+222,759123,940186,7693.42%+62,829
NU HLDGS LTD(NU)04,689,670+4,689,670062,6541.15%+62,654
CAPITAL ONE FINL CORP(COF)0967,575+967,5750194,1153.56%+194,115
CALIFORNIA WTR SVC GROUP(CWT)0753,386+753,386036,6520.67%+36,652
DYNATRACE INC(DT)0720,414+720,414031,6330.58%+31,633
HDFC BANK LTD(HDB)01,138,172+1,138,172029,3990.54%+29,399
KEYSIGHT TECHNOLOGIES INC(KEYS)378,864374,565-4,299106,980131,1242.40%+24,144
TE CONNECTIVITY PLC(TEL)0119,417+119,417024,0760.44%+24,076
BROOKDALE SR LIVING INC(BKD)11,406,81411,091,757-315,057156,045178,4663.27%+22,421
PERFORMANCE FOOD GROUP CO(PFGC)0183,730+183,730020,5390.38%+20,539
HONEYWELL INTL INC087,115+87,115019,4740.36%+19,474
WORKDAY INC(WDAY)0158,768+158,768019,4360.36%+19,436
SKYWORKS SOLUTIONS INC(SWKS)0280,415+280,415019,0120.35%+19,012
BIOGEN INC(BIIB)086,827+86,827018,7600.34%+18,760
TAIWAN SEMICONDUCTOR MANUFAC(TSM)039,222+39,222018,7310.34%+18,731
HONEYWELL AEROSPACE INC081,593+81,593018,0390.33%+18,039
NORWEGIAN CRUISE LINE HLDGS
SHS
0824,018+824,018017,3950.32%+17,395
ELDORADO GOLD CORP NEW(EGO)01,678,313+1,678,313052,1790.96%+52,179
ROKU INC(ROKU)0112,797+112,797015,5820.29%+15,582
DISNEY WALT CO(DIS)657,521801,100+143,57963,37277,1061.41%+13,734
MAPLEBEAR INC(CART)2,359,5732,140,349-219,22488,390101,3461.86%+12,956
DOMINION ENERGY INC(D)01,612,527+1,612,5270110,1192.02%+110,119
GRAB HOLDINGS LIMITED
CLASS A ORD
02,684,160+2,684,160010,1190.19%+10,119
LIBERTY ENERGY INC(LBRT)0327,961+327,96108,5890.16%+8,589
AMEREN CORP(AEE)1,271,5861,285,233+13,647139,773145,2832.66%+5,510
BANDWIDTH INC(BAND)082,551+82,55105,2250.10%+5,225
NISOURCE INC(NI)2,097,9982,164,103+66,10597,893102,9031.89%+5,011
KEURIG DR PEPPER INC(KDP)02,027,028+2,027,028066,3451.22%+66,345
HUMACYTE INC5,723,75010,103,647+4,379,8973,4737,8850.14%+4,412
CHIME FINL INC(CHYM)0191,757+191,75703,9270.07%+3,927
OWENS CORNING NEW(OC)184,456148,726-35,73019,96223,6410.43%+3,680
ESSENTIAL UTILS INC(WTRG)03,266,286+3,266,2860125,1312.29%+125,131
EVERGY INC(EVRG)983,388972,170-11,21880,55984,0251.54%+3,466
ALIBABA GROUP HLDG LTD(BABA)035,161+35,16103,3750.06%+3,375
STRUCTURE THERAPEUTICS INC051,262+51,26202,7510.05%+2,751
NAVAN INC(NAVN)0114,908+114,90802,6280.05%+2,628
ZILLOW GROUP INC(Z)051,960+51,96001,6380.03%+1,638
GLOBANT S A
COM
0651,466+651,466018,8530.35%+18,853
FERMI INC(FRMI)75,874209,485+133,6114431,9190.04%+1,476
BLOCK INC(XYZ)018,464+18,46401,4030.03%+1,403
KASPI KZ JSC(KSPI)015,278+15,27801,3240.02%+1,324
UBS GROUP AG(UBS)024,604+24,60401,2220.02%+1,222
VEEVA SYS INC(VEEV)06,776+6,77601,2030.02%+1,203
ALNYLAM PHARMACEUTICALS INC(ALNY)145,310163,533+18,22348,07949,2280.90%+1,150
SEADRILL LTD(SDRL)24,83055,422+30,5921,1302,0960.04%+966
FAIR ISAAC CORP(FICO)1,0621,751+6891,1342,0920.04%+958
EXELON CORP(EXC)3,763,3813,976,576+213,195184,481185,3883.40%+907
SIMILARWEB LTD0145,601+145,60108930.02%+893
MAGNITE INC(MGNI)041,477+41,47707870.01%+787
ZILLOW GROUP INC(Z)019,900+19,90006240.01%+624
CONTROLADORA VUELA COMP DE A065,647+65,64706150.01%+615
KRANESHARES TRUST010,365+10,36506040.01%+604
SUZANO S A(SUZ)070,035+70,03505430.01%+543
INNIO NV010,000+10,00003960.01%+396
PDD HOLDINGS INC(PDD)04,974+4,97403790.01%+379
ENDAVA PLC0132,710+132,71003760.01%+376
BRUKER CORP(BRKR)23,31320,145-3,1688421,2120.02%+370
TARGET HOSPITALITY CORP(TH)121,91273,157-48,7551,1311,4890.03%+358
ASTRAZENECA PLC(AZN)01,466+1,46602740.01%+274
SCHRODINGER INC(SDGR)56,98952,970-4,0196478610.02%+213
CERTARA INC(CERT)61,13283,677+22,5453485480.01%+200
ARGENX SE(ARGX)0187+18701730.00%+173
ELI LILLY & CO(LLY)0122+12201460.00%+146
STERIS PLC(STE)0610+61001280.00%+128
JOHNSON CONTROLS INTERNATION
SHS
0693+69301010.00%+101
UNITEDHEALTH GROUP INC(UNH)0228+2280950.00%+95
ESTABLISHMENT LABS HLDGS INC(ESTA)0964+9640830.00%+83
ABBOTT LABORATORIES0734+7340670.00%+67
VERTEX PHARMACEUTICALS INC(VRTX)127235+108571170.00%+60
GE AEROSPACE(GE)0145+1450540.00%+54
STRYKER CORPORATION(SYK)362541+1791191700.00%+51
CENCORA INC333531+1981051500.00%+46
HUMANA INC(HUM)0112+1120440.00%+44
ELANCO ANIMAL HEALTH INC(ELAN)01,720+1,7200420.00%+42
TENET HEALTHCARE CORP(THC)0203+2030380.00%+38
QIAGEN NV(QGEN)0940+9400370.00%+37
EDWARDS LIFESCIENCES CORP0379+3790340.00%+34
THE CIGNA GROUP(CI)0124+1240340.00%+34
BIO RAD LABS INC0113+1130330.00%+33
MCKESSON CORP(MCK)043+430320.00%+32
NATERA INC(NTRA)280322+4256870.00%+31
ADLAI NORTYE LTD(ANL)01,642+1,6420190.00%+19
SI BONE INC(SIBN)5,5644,965-59970810.00%+11
ATAIBECKLEY INC(ATAI)01,849+1,8490100.00%+10
SOCIEDAD QUIMICA Y MINERA DE(SQM)0119+119090.00%+9
908 DEVICES INC4,4023,994-40827350.00%+8
DIANTHUS THERAPEUTICS INC(DNTH)364379+1531370.00%+6
TANGO THERAPEUTICS INC(TNGX)1,6221,037-58534320.00%-2
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