Antipodes Partners Ltd

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
102
Total Value
3193074544
Accession Number
0001652442-25-000003
Form Type
13F-HR
CIK
0001652442
Manager Name
Antipodes Partners Ltd
Data Enrichment
95% identified
97 identified5 unidentified

Holdings

102 positions
Manager:
SEC
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ELDORADO GOLD CORP /FI
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Value:
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ALNY|02043Q107
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Value:
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364040
Value:
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NTR|67077M108
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807845(-21.4%)
Value:
$40.1B(-12.7%)
ORACLE CORP
ORCL|68389X105
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282070(-45.5%)
Value:
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92189F791
GDXJ|92189F791
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608191
Value:
$34.8B
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G3643J108
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150231(+27.1%)
Value:
$32.9B(+7.1%)
MICRON TECHNOLOGY INC
MU|595112103
Shares:
373485
Value:
$32.5B
QUALCOMM INC/DE
QCOM|747525103
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205161(-46.3%)
Value:
$31.5B(-46.3%)
NEWMONT Corp /DE/
NEM|651639106
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479396(+39.4%)
Value:
$23.1B(+80.8%)
Salesforce, Inc.
CRM|79466L302
Shares:
85053(-34.2%)
Value:
$22.8B(-47.2%)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
TSM|874039100
Shares:
133009(+28.3%)
Value:
$22.1B(+7.8%)
OCCIDENTAL PETROLEUM CORP /DE/
OXY|674599105
Shares:
353553(-67.5%)
Value:
$17.5B(-67.5%)
PDD Holdings Inc.
PDD|722304102
Shares:
136748(+1.0%)
Value:
$16.2B(+23.3%)
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KO|191216100
Shares:
162467(-62.4%)
Value:
$11.6B(-56.7%)
AT&T INC.
T|00206R102
Shares:
324356(-88.7%)
Value:
$9.2B(-85.9%)
LyondellBasell Industries N.V.
LYB|N53745100
Shares:
109341(+20.0%)
Value:
$7.7B(+13.7%)
Otis Worldwide Corp
OTIS|68902V107
Shares:
71354(+15.7%)
Value:
$7.4B(+28.9%)