Fund HoldingsANTIPODES PARTNERS Ltd

Total Portfolio Value
$2.88B
Total Bought
$1.02B
Total Sold
$917.76M
Net Transaction
+$98.42M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Alphabet Inc(GOOG)492,5731,040,359+547,78681,699196,9566.84%+115,257
Johnson Controls International
SHS
3101,215,361+1,215,0512495,9363.33%+95,912
Cemex SAB de CV(CX)015,256,910+15,256,910086,0562.99%+86,056
Microsoft Corp(MSFT)243,075440,815+197,740104,603185,8196.46%+81,216
Keysight Technologies Inc(KEYS)163,742626,145+462,40326,025100,5863.50%+74,560
EQT Corp(EQT)01,474,111+1,474,111067,9772.36%+67,977
AT&T Inc(T)02,867,064+2,867,064065,2882.27%+65,288
American Electric Power Co Inc712,7311,386,375+673,64473,131127,8764.44%+54,744
JD.com Inc(JD)01,382,875+1,382,875047,9481.67%+47,948
Ally Financial Inc(ALLY)1,683,1842,956,037+1,272,85359,909106,4553.70%+46,547
Salesforce Inc(CRM)0129,327+129,327043,2411.50%+43,241
Capital One Financial Corp(COF)958,2431,036,103+77,860143,488184,7736.42%+41,285
Criteo SA(CRTO)2,375994,555+992,1809639,3481.37%+39,252
Eldorado Gold Corp(EGO)353,9682,649,986+2,296,0186,14939,4081.37%+33,260
UBS Group AG(UBS)1,864,4422,449,761+585,31957,60374,9652.61%+17,363
Brookdale Senior Living Inc(BKD)4,053,2187,560,262+3,507,04427,52338,0311.32%+10,508
HCA Healthcare Inc(HCA)028,741+28,74108,6270.30%+8,627
Taiwan Semiconductor Manufactu(TSM)77,018103,704+26,68613,37720,4820.71%+7,105
Fomento Economico Mexicano SAB(FMX)635,495815,739+180,24462,73469,7432.42%+7,009
Coca-Cola Co/The(KO)300,652431,551+130,89921,60626,8710.93%+5,264
Merck & Co Inc(MRK)1,575,8161,848,631+272,815178,963183,9176.39%+4,954
Suzano SA(SUZ)197,323517,821+320,4981,9735,2410.18%+3,267
KE Holdings Inc(BEKE)4,649,9765,112,392+462,41692,58894,1783.27%+1,590
Nutrien Ltd(NTR)925,7771,027,292+101,51544,49645,9751.60%+1,479
Grab Holdings Ltd
CLASS A ORD
0123,941+123,94105850.02%+585
Full Truck Alliance Co Ltd(YMM)047,261+47,26105110.02%+511
American Coastal Insurance Cor22,74140,920+18,1792565510.02%+295
Valaris Ltd(VAL)06,345+6,34502810.01%+281
SEMrush Holdings Inc
CL A COM
2,36223,681+21,319372810.01%+244
Altus Power Inc62,27099,181+36,9111984040.01%+206
LexinFintech Holdings Ltd034,769+34,76902020.01%+202
Couchbase Inc012,674+12,67401980.01%+198
Global Business Travel Group I(GBTG)12,88427,712+14,828992570.01%+158
SimilarWeb Ltd10,62416,166+5,542942290.01%+135
Veeva Systems Inc(VEEV)5571,198+6411172520.01%+135
Roku Inc(ROKU)1,9933,812+1,8191492830.01%+135
Marqeta Inc(MQ)029,359+29,35901110.00%+111
Amplitude Inc(AMPL)9,48218,081+8,599851910.01%+106
Argenx SE(ARGX)54116+6229710.00%+42
Mosaic Co/The(MOS)1,4723,166+1,69439780.00%+38
Certara Inc(CERT)1,7865,442+3,65621580.00%+37
MYR Group Inc(MYRG)546618+7256920.00%+36
Magnite Inc(MGNI)7,1168,072+956991290.00%+30
Lumen Technologies Inc(LUMN)0113+1130180.00%+18
NU Holdings Ltd/Cayman Islands(NU)15,41721,156+5,7392102190.01%+9
Autodesk Inc121138+1733410.00%+7
Structure Therapeutics Inc4811,034+55321280.00%+7
Shoals Technologies Group Inc(SHLS)1,9542,274+32011130.00%+2
iShares MSCI Brazil ETF089+89010.00%+1
Array Technologies Inc1,6281,743+11511110.00%-0
Fluence Energy Inc(FLNC)559659+10013100.00%-2
General Electric Co(GE)185169-1635280.00%-7
Ingersoll Rand Inc(IR)367313-5436280.00%-8
Lumen Technologies Inc(LUMN)11,38611,386081600.00%-20
GXO Logistics Inc(GXO)4610-461240-24
DoorDash Inc(DASH)1,240901-3391771510.01%-26
IAMGOLD Corp(IAG)13,3244,424-8,90070230.00%-47
Integral Ad Science Holding Co5,0230-5,023540-54
DoubleVerify Holdings Inc(DV)3,2370-3,237550-55
Petroleo Brasileiro SA(PBR)11,4556,346-5,109165820.00%-83
Seadrill Ltd(SDRL)3,5380-3,5381410-141
BILIBILI INC500,0000-500,0004950-495
Sendas Distribuidora S/A(ASAIY)1,144,7491,554,561+409,8127,8766,9490.24%-927
Noble Corp PLC(NE)31,7950-31,7951,1490-1,149
Otis Worldwide Corp(OTIS)67,81561,679-6,1367,0495,7130.20%-1,337
Teck Resources Ltd(TECK)27,3400-27,3401,4280-1,428
LyondellBasell Industries NV
SHS - A -
92,96891,140-1,8288,9166,7700.24%-2,147
Booz Allen Hamilton Holding Co13,8580-13,8582,2560-2,256
Controladora Vuela Cia de Avia864,154209,934-654,2205,4701,5620.05%-3,908
Fortis Inc/Canada(FTS)92,6130-92,6134,2130-4,213
Flutter Entertainment PLC(FLUT)150,907118,241-32,66635,57830,6861.07%-4,892
Ventas Inc(VTR)1,449,9161,483,586+33,67092,99087,3753.04%-5,614
Itau Unibanco Holding SA(ITUB)945,3380-945,3386,2870-6,287
Interactive Brokers Group Inc(IBKR)46,9120-46,9126,5380-6,538
Alnylam Pharmaceuticals Inc(ALNY)139,375133,759-5,61638,33531,4771.09%-6,858
Alcon AG(ALC)1,076,3601,145,362+69,002107,59997,1983.38%-10,401
Zillow Group Inc(Z)185,1320-185,13211,8220-11,822
Occidental Petroleum Corp(OXY)1,332,3871,086,753-245,63468,67653,7011.87%-14,975
GE Vernova Inc(GEV)58,9400-58,94015,0300-15,030
Newmont Corp(NEM)529,796343,916-185,88028,32012,8020.44%-15,518
QUALCOMM Inc(QCOM)460,170381,985-78,18578,25858,6852.04%-19,572
Alibaba Group Holding Ltd(BABA)375,427229,813-145,61439,84319,4870.68%-20,356
Micron Technology Inc(MU)208,6790-208,67921,6440-21,644
Alcoa Corp(AA)2,189,7491,651,009-538,74084,48762,3802.17%-22,106
Frontier Communications Parent1,213,949585,969-627,98043,13520,3350.71%-22,800
Agnico Eagle Mines Ltd(AEM)415,91982,934-332,98533,5096,4870.23%-27,022
Global Payments Inc(GPN)315,3520-315,35232,3010-32,301
Cencora Inc147,9720-147,97233,3080-33,308
Barrick Gold Corp9,642,77610,051,460+408,684191,809155,8105.41%-35,998
Amazon.com Inc(AMZN)998,811642,918-355,893186,122141,0614.90%-45,061
PDD Holdings Inc(PDD)467,500135,379-332,12163,02813,1310.46%-49,897
Baidu Inc550,535792-549,74357,970670.00%-57,903
Vertex Pharmaceuticals Inc(VRTX)127,8530-127,85359,4660-59,466
Lowe's Cos Inc(LOW)236,5900-236,59064,0850-64,085
Oracle Corp(ORCL)914,152517,993-396,159155,78386,3253.00%-69,457
Workday Inc(WDAY)394,97571,115-323,86096,54318,3510.64%-78,192
Meta Platforms Inc(META)148,3220-148,32284,9120-84,912
Ameren Corp(AEE)1,264,2032,199-1,262,004110,5751960.01%-110,379
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