Fund HoldingsANTIPODES PARTNERS Ltd

Total Portfolio Value
$3.11M
Total Bought
$635.9K
Total Sold
$354.5K
Net Transaction
+$281.4K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
LyondellBasell Industries NV
SHS - A -
0710,388+710,3880672.16%+67
Noble Corporation(NE)01,136,221+1,136,2210581.88%+58
Occidental Petroleum Corporation(OXY)850,1071,542,571+692,464501023.27%+52
American Electric Power Company Inc.1,144,0051,953,072+809,067961464.69%+50
Dell Technologies Inc0631,303+631,3030431.39%+43
Itau Unibanco Holding S.A.(ITUB)12,434,86720,816,099+8,381,232731113.58%+38
Merck & Co. Inc.(MRK)1,749,1582,269,999+520,8412022377.61%+35
Teck Resources Ltd(TECK)1,833,8582,598,866+765,008771103.55%+33
Pinterest Inc.(PINS)01,186,345+1,186,3450311.01%+31
Baidu Inc.1,052,4821,322,669+270,1871441755.63%+31
Seagen Inc.557,229636,770+79,5411071354.34%+28
Amazon.com Inc.(AMZN)949,1691,154,837+205,6681241454.67%+22
Alnylam Pharmaceuticals Inc(ALNY)56111,834+111,7780190.63%+19
DiDi Global Inc.04,566,381+4,566,3810140.46%+14
Roku Inc.(ROKU)527,365695,842+168,47734471.52%+14
Stellantis N.V.(STLA)5,593,2985,750,057+156,759981113.56%+13
Micron Technology Inc.(MU)540,260705,842+165,58234461.48%+12
Sendas Distribuidora SA(ASAIY)0974,517+974,5170120.38%+12
Microsoft Corporation(MSFT)401,711466,662+64,9511371464.70%+10
Meta Platforms Inc.(META)316,410326,868+10,45891993.19%+9
Johnson Controls International plc
SHS
1,657134,015+132,358070.23%+7
Lowe's Companies Inc.(LOW)475,523529,460+53,9371071103.53%+3
Coca-Cola Company(KO)216,532248,548+32,01613140.45%+1
Flowserve Corporation(FLS)1,772,7501,685,441-87,30966672.14%+1
Nutrien Ltd.(NTR)08,664+8,664010.02%+1
Suzano SA(SUZ)040,041+40,041000.01%0
Nu Holdings Ltd.(NU)9,63727,905+18,268000.01%0
Eventbrite Inc.011,267+11,267000.00%0
Altus Power Inc.6,50425,503+18,999000.00%0
American Coastal Insurance Corp.011,285+11,285000.00%0
Diamond Offshore Drilling Inc2,0674,434+2,367000.00%0
MP Materials Corp(MP)1,7903,645+1,855000.00%0
Similarweb Ltd.04,192+4,192000.00%0
Globant SA
COM
1,3081,299-9000.01%0
argenx SE(ARGX)5979+20000.00%0
R1 RCM Inc01,062+1,062000.00%0
Ulta Beauty Inc(ULTA)027+27000.00%0
KE Holdings Inc.(BEKE)9,6299,741+112000.00%0
Vantage Drilling International1,2261,254+28000.00%0
Aptiv PLC(APTV)296360+64000.00%0
DoorDash Inc.(DASH)1,3501,3500000.00%0
Virtu Financial Inc.(VIRT)4,5674,5670000.00%0
EQT Corporation(EQT)350-3500-0
Eaton Corp. Plc(ETN)384352-32000.00%-0
Henry Schein Inc.(HSIC)3163160000.00%-0
NexTier Oilfield Solutions Inc5100-51000-0
GXO Logistics Inc(GXO)840-8400-0
Westlake Corporation(WLK)560-5600-0
Controladora Vuela Compania de Aviacion SAB de CV21,86740,569+18,702000.01%-0
Trip.com Group Ltd.(TCOM)89,32088,529-791330.10%-0
PropertyGuru Group Limited31,03730,633-404000.00%-0
Lumen Technologies Inc.(LUMN)12,3950-12,39500-0
SEMrush Holdings Inc.
CL A COM
11,3599,648-1,711000.00%-0
Sociedad Quimica Y Minera De Chile S.A.(SQM)2,7372,883+146000.01%-0
Caesars Entertainment Inc(CZR)1,300663-637000.00%-0
Credo Technology Group Holding Ltd.
ORDINARY SHARES
2,2610-2,26100-0
DiDi Global Inc.25,2350-25,23500-0
Eventbrite Inc.12,3750-12,37500-0
Coupang Inc.(CPNG)8,3880-8,38800-0
Huazhu Group Ltd(HTHT)5,4480-5,44800-0
Eagle Materials Inc.(EXP)13,71913,7190320.07%-0
Booz Allen Hamilton Holding Corporation110,235107,521-2,71412120.38%-1
Applied Materials Inc.50,62047,416-3,204770.21%-1
Newmont Corporation(NEM)172,958169,321-3,637760.20%-1
Oracle Corporation(ORCL)1,532,0731,702,276+170,2031821815.81%-2
Fomento Economico Mexicano SAB de CV(FMX)1,115,3451,115,490+1451241203.87%-3
Alibaba Group Holding Ltd.(BABA)1,288,0251,214,357-73,6681071043.34%-3
Compass Inc(COMP)15,896,71816,274,229+377,51156501.59%-6
Farfetch Limited2,557,9332,716,989+159,0561550.17%-10
Cencora Inc554,927526,097-28,830107963.09%-11
Interactive Brokers Group Inc.(IBKR)627,744464,114-163,63052411.31%-11
PagSeguro Digital Limited(PAGS)5,956,5655,104,098-852,46756441.42%-12
Barrick Gold Corporation6,921,7267,203,779+282,0531171053.37%-12
Citizens Financial Group Inc.(CFG)1,646,845865,024-781,82143230.73%-20
Frontier Communications Parent Inc.7,594,7747,485,289-109,4851421143.67%-27
Capital One Financial Corporation(COF)791,764584,164-207,60087571.82%-30
Synopsys Inc.(SNPS)71,8710-71,871310-31
Seagate Technology PLC1,355,762736,876-618,88684481.56%-35
Halliburton Company(HAL)1,080,2050-1,080,205360-36
VMware Inc.480,355174,716-305,63969290.94%-40
Otis Worldwide Corporation(OTIS)553,66085,455-468,2054970.22%-42
Palantir Technologies Inc.(PLTR)3,330,8790-3,330,879510-51
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