Fund HoldingsANTIPODES PARTNERS Ltd

Total Portfolio Value
$2.89B
Total Bought
$778.49M
Total Sold
$667.95M
Net Transaction
+$110.54M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Alcon AG(ALC)01,076,360+1,076,3600107,5993.73%+107,599
Workday Inc(WDAY)0394,975+394,975096,5433.35%+96,543
Barrick Gold Corp7,486,2889,642,776+2,156,488124,871191,8096.65%+66,937
PDD Holdings Inc(PDD)6,878467,500+460,62291463,0282.18%+62,114
Ally Financial Inc(ALLY)01,683,184+1,683,184059,9092.08%+59,909
UBS Group AG(UBS)01,864,442+1,864,442057,6032.00%+57,603
Capital One Financial Corp(COF)678,472958,243+279,77193,934143,4884.97%+49,554
Flutter Entertainment PLC(FLUT)0150,907+150,907035,5781.23%+35,578
Amazon.com Inc(AMZN)782,196998,811+216,615151,159186,1226.45%+34,962
KE Holdings Inc(BEKE)4,188,5214,649,976+461,45559,26892,5883.21%+33,320
Ameren Corp(AEE)1,103,5651,264,203+160,63878,475110,5753.83%+32,101
Brookdale Senior Living Inc(BKD)14,6704,053,218+4,038,54810027,5230.95%+27,423
Keysight Technologies Inc(KEYS)0163,742+163,742026,0250.90%+26,025
Ventas Inc(VTR)1,434,1981,449,916+15,71873,51792,9903.22%+19,473
Newmont Corp(NEM)237,864529,796+291,9329,95928,3200.98%+18,360
Micron Technology Inc(MU)73,248208,679+135,4319,63421,6440.75%+12,009
Zillow Group Inc(Z)2,143185,132+182,9899911,8220.41%+11,722
Lowe's Cos Inc(LOW)255,704236,590-19,11456,37364,0852.22%+7,713
Alphabet Inc(GOOG)411,936492,573+80,63775,03481,6992.83%+6,665
Eldorado Gold Corp(EGO)0353,968+353,96806,1490.21%+6,149
Coca-Cola Co/The(KO)246,242300,652+54,41015,67321,6060.75%+5,933
Baidu Inc615,732550,535-65,19753,24957,9702.01%+4,722
Fortis Inc/Canada(FTS)092,613+92,61304,2130.15%+4,213
Noble Corp PLC(NE)031,795+31,79501,1490.04%+1,149
Suzano SA(SUZ)143,130197,323+54,1931,4701,9730.07%+503
Altus Power Inc14,59762,270+47,673571980.01%+141
Seadrill Ltd(SDRL)03,538+3,53801410.00%+141
Petroleo Brasileiro SA(PBR)3,11711,455+8,338451650.01%+120
Magnite Inc(MGNI)07,116+7,1160990.00%+99
Criteo SA(CRTO)02,375+2,3750960.00%+96
IAMGOLD Corp(IAG)013,324+13,3240700.00%+70
Veeva Systems Inc(VEEV)282557+275521170.00%+65
Lumen Technologies Inc(LUMN)23,25611,386-11,87026810.00%+55
DoubleVerify Holdings Inc(DV)03,237+3,2370550.00%+55
Integral Ad Science Holding Co05,023+5,0230540.00%+54
MYR Group Inc(MYRG)95546+45113560.00%+43
American Coastal Insurance Cor20,55122,741+2,1902172560.01%+39
DoorDash Inc(DASH)1,3501,240-1101471770.01%+30
GXO Logistics Inc(GXO)0461+4610240.00%+24
Certara Inc(CERT)01,786+1,7860210.00%+21
Fluence Energy Inc(FLNC)0559+5590130.00%+13
BILIBILI INC500,000500,00004844950.02%+11
Amplitude Inc(AMPL)8,3309,482+1,15274850.00%+11
Array Technologies Inc01,628+1,6280110.00%+11
General Electric Co(GE)185185029350.00%+5
SimilarWeb Ltd11,58010,624-95690940.00%+4
Ingersoll Rand Inc(IR)367367033360.00%+3
SEMrush Holdings Inc
CL A COM
2,5762,362-21434370.00%+3
Structure Therapeutics Inc527481-4621210.00%0
NU Holdings Ltd/Cayman Islands(NU)780-7820-2
Autodesk Inc144121-2336330.00%-2
Argenx SE(ARGX)7954-2534290.00%-5
Tesla Inc(TSLA)2900-29060-6
NU Holdings Ltd/Cayman Islands(NU)16,86615,417-1,4492172100.01%-7
Mosaic Co/The(MOS)1,6061,472-13446390.00%-7
Shoals Technologies Group Inc(SHLS)3,5881,954-1,63422110.00%-11
Accolade Inc3,2970-3,297120-12
Blackstone Inc(BX)7370-737130-13
Global Business Travel Group I(GBTG)18,13612,884-5,252120990.00%-21
Eaton Corp PLC(ETN)920-92290-29
VanEck Junior Gold Miners ETF
JUNIOR GOLD MINE
7300-730310-31
Johnson Controls International
SHS
1,101310-79173240.00%-49
R1 RCM Inc6,8350-6,835860-86
Vertex Pharmaceuticals Inc(VRTX)127,295127,853+55859,66659,4662.06%-200
Controladora Vuela Cia de Avia892,895864,154-28,7415,6795,4700.19%-208
Globant SA
COM
1,5770-1,5772810-281
PropertyGuru Group Ltd84,2230-84,2234080-408
Trip.com Group Ltd(TCOM)10,9330-10,9335140-514
Autohome Inc(ATHM)32,4800-32,4808920-892
GE Vernova Inc(GEV)93,16658,940-34,22615,97915,0300.52%-949
Otis Worldwide Corp(OTIS)85,47267,815-17,6578,2287,0490.24%-1,178
Sendas Distribuidora S/A(ASAIY)1,002,2981,144,749+142,4519,3217,8760.27%-1,445
Alnylam Pharmaceuticals Inc(ALNY)2530-2531,4770-1,477
Taiwan Semiconductor Manufactu(TSM)88,87177,018-11,85315,44713,3770.46%-2,070
Compass Inc(COMP)604,0910-604,0912,1750-2,175
Eagle Materials Inc(EXP)13,5370-13,5372,9440-2,944
Booz Allen Hamilton Holding Co35,60513,858-21,7475,4802,2560.08%-3,224
LyondellBasell Industries NV
SHS - A -
128,66192,968-35,69312,3088,9160.31%-3,391
Global Payments Inc(GPN)409,834315,352-94,48239,63132,3011.12%-7,330
Alcoa Corp(AA)2,339,3912,189,749-149,64293,06184,4872.93%-8,574
Roku Inc(ROKU)160,6591,993-158,6669,6281490.01%-9,479
Frontier Communications Parent2,190,8451,213,949-976,89657,35643,1351.50%-14,222
Applied Materials Inc63,2500-63,25014,9260-14,926
Alnylam Pharmaceuticals Inc(ALNY)238,496139,375-99,12157,95538,3351.33%-19,619
Oracle Corp(ORCL)1,252,060914,152-337,908176,791155,7835.40%-21,008
QUALCOMM Inc(QCOM)499,453460,170-39,28399,48178,2582.71%-21,223
Microsoft Corp(MSFT)284,001243,075-40,926126,934104,6033.63%-22,332
Interactive Brokers Group Inc(IBKR)245,38746,912-198,47530,0846,5380.23%-23,546
Agnico Eagle Mines Ltd(AEM)873,167415,919-457,24857,10533,5091.16%-23,596
Meta Platforms Inc(META)221,329148,322-73,007111,59984,9122.94%-26,687
Merck & Co Inc(MRK)1,675,6461,575,816-99,830207,445178,9636.20%-28,482
Alibaba Group Holding Ltd(BABA)1,015,170375,427-639,74373,09239,8431.38%-33,249
Nutrien Ltd(NTR)1,544,505925,777-618,72878,63144,4961.54%-34,135
Occidental Petroleum Corp(OXY)1,647,1441,332,387-314,757103,81968,6762.38%-35,143
Fomento Economico Mexicano SAB(FMX)913,752635,495-278,25798,36562,7342.17%-35,631
American Electric Power Co Inc1,368,543712,731-655,812120,07673,1312.53%-46,944
Itau Unibanco Holding SA(ITUB)10,909,651945,338-9,964,31363,7126,2870.22%-57,425
Teck Resources Ltd(TECK)1,604,84527,340-1,577,50576,8721,4280.05%-75,444
Cencora Inc487,101147,972-339,129109,74433,3081.15%-76,436
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