Antipodes Partners Ltd

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $3,193,074.544K total value

102 positions

Manager:

SEC FilingSEC DataHachi Filing

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PROCORE TECHNOLOGIES, INC.

PCOR|74275K108

98934

Value:

$6.5B

Alibaba Group Holding Ltd

BABA|01609W102

43622(-81.0%)

Value:

$5.8B(-70.4%)

Suzano S.A.

SUZ|86959K105

375264(-27.5%)

Value:

$3.5B(-33.5%)

HDFC BANK LTD

HDB|40415F101

52397

Value:

$3.5B

Full Truck Alliance Co. Ltd.

YMM|35969L108

126834(+168.4%)

Value:

$1.6B(+216.7%)

Grab Holdings Ltd

GRAB|G4124C109

227471(+83.5%)

Value:

$1.0B(+76.1%)

Vipshop Holdings Ltd

VIPS|92763W103

48195

Value:

$755.8M

HUYA Inc.

HUYA|44852D108

175498

Value:

$563.4M

SEMrush Holdings, Inc.

SEMR|81686C104

42686(+80.3%)

Value:

$398.3M(+41.6%)

ROKU, INC

ROKU|77543R102

4960(+30.1%)

Value:

$349.4M(+23.3%)

Nu Holdings Ltd.

NU|G6683N103

33039(+56.2%)

Value:

$338.3M(+54.4%)

LexinFintech Holdings Ltd.

LX|528877103

32111(-7.6%)

Value:

$324.0M(+60.7%)

910710102

26997(-34.0%)

Value:

$312.4M(-43.3%)

Valaris Ltd

VAL|G9460G101

7913(+24.7%)

Value:

$310.7M(+10.7%)

Lightspeed Commerce Inc.

LSPD|53229C107

29609

Value:

$259.0M

MAGNITE, INC.

MGNI|55955D100

22339(+176.7%)

Value:

$254.9M(+98.3%)

MongoDB, Inc.

MDB|60937P106

1218

Value:

$213.7M

BRUKER CORP

BRKR|116794108

5082

Value:

$212.1M

ARGENX SE

ARGX|04016X101

327(+181.9%)

Value:

$193.6M(+171.3%)

Couchbase, Inc.

BASE|22207T101

11627(-8.3%)

Value:

$183.1M(-7.3%)

Instrument	Shares		Other Manager	Value
Procore Technologies, Inc.(PCORcusip74275K108)	98.9K	QoQ NEW(+98.9K) YoY NEW(+98.9K)	All Managers (Combined)	$6.5M	QoQ NEW(+$6.5M) YoY NEW(+$6.5M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	43.6K	QoQ -81.01% (-186.2K) YoY -94.10% (-696.5K)	All Managers (Combined)	$5.8M	QoQ -70.39% (-$13.7M) YoY +10671.35% (-$5.7M)
Suzano S.A.(SUZcusip86959K105)	375.3K	QoQ -27.53% (-142.6K) YoY +25.15% (+75.4K)	All Managers (Combined)	$3.5M	QoQ -33.47% (-$1.8M) YoY +90883.35% (+$3.5M)
Hdfc Bank Ltd(HDBcusip40415F101)	52.4K	QoQ NEW(+52.4K) YoY NEW(+52.4K)	All Managers (Combined)	$3.5M	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
Full Truck Alliance Co. Ltd.(YMMcusip35969L108)	126.8K	QoQ +168.36% (+79.6K) YoY NEW(+126.8K)	All Managers (Combined)	$1.6M	QoQ +216.73% (+$1.1M) YoY NEW(+$1.6M)
Grab Holdings Ltd(GRABcusipG4124C109)	227.5K	QoQ +83.53% (+103.5K) YoY NEW(+227.5K)	All Managers (Combined)	$1.0M	QoQ +76.14% (+$445.5K) YoY NEW(+$1.0M)
Vipshop Holdings Ltd(VIPScusip92763W103)	48.2K	QoQ NEW(+48.2K) YoY NEW(+48.2K)	All Managers (Combined)	$755.8K	QoQ NEW(+$755.8K) YoY NEW(+$755.8K)
Huya Inc.(HUYAcusip44852D108)	175.5K	QoQ NEW(+175.5K) YoY NEW(+175.5K)	All Managers (Combined)	$563.4K	QoQ NEW(+$563.4K) YoY NEW(+$563.4K)
Semrush Holdings, Inc.(SEMRcusip81686C104)	42.7K	QoQ +80.25% (+19.0K) YoY +487.63% (+35.4K)	All Managers (Combined)	$398.3K	QoQ +41.56% (+$116.9K) YoY +414787.50% (+$398.2K)
Roku, Inc(ROKUcusip77543R102)	5.0K	QoQ +30.11% (+1.1K) YoY -98.61% (-354.4K)	All Managers (Combined)	$349.4K	QoQ +23.28% (+$66.0K) YoY +1392.12% (-$326.0K)
Nu Holdings Ltd.(NUcusipG6683N103)	33.0K	QoQ +56.16% (+11.9K) YoY +47.64% (+10.7K)	All Managers (Combined)	$338.3K	QoQ +54.35% (+$119.2K) YoY +126621.72% (+$338.1K)
Lexinfintech Holdings Ltd.(LXcusip528877103)	32.1K	QoQ -7.64% (-2.7K) YoY NEW(+32.1K)	All Managers (Combined)	$324.0K	QoQ +60.66% (-$122.3K) YoY NEW(+$324.0K)
(cusip910710102)✕	27.0K	QoQ -34.02% (-13.9K) YoY +31.36% (+6.4K)	All Managers (Combined)	$312.4K	QoQ -43.28% (-$238.4K) YoY +141890.90% (+$312.2K)
Valaris Ltd(VALcusipG9460G101)	7.9K	QoQ +24.71% (+1.6K) YoY NEW(+7.9K)	All Managers (Combined)	$310.7K	QoQ +10.67% (+$30.0K) YoY NEW(+$310.7K)
Lightspeed Commerce Inc.(LSPDcusip53229C107)	29.6K	QoQ NEW(+29.6K) YoY NEW(+29.6K)	All Managers (Combined)	$259.0K	QoQ NEW(+$259.0K) YoY NEW(+$259.0K)
Magnite, Inc.(MGNIcusip55955D100)	22.3K	QoQ +176.74% (+14.3K) YoY NEW(+22.3K)	All Managers (Combined)	$254.9K	QoQ +98.34% (+$126.4K) YoY NEW(+$254.9K)
Mongodb, Inc.(MDBcusip60937P106)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$213.7K	QoQ NEW(+$213.7K) YoY NEW(+$213.7K)
Bruker Corp(BRKRcusip116794108)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$212.1K	QoQ NEW(+$212.1K) YoY NEW(+$212.1K)
Argenx Se(ARGXcusip04016X101)	327	QoQ +181.89% (+211) YoY +313.92% (+248)	All Managers (Combined)	$193.6K	QoQ +171.29% (+$122.2K) YoY +624270.96% (+$193.5K)
Couchbase, Inc.(BASEcusip22207T101)	11.6K	QoQ -8.26% (-1.0K) YoY NEW(+11.6K)	All Managers (Combined)	$183.1K	QoQ -7.31% (-$14.5K) YoY NEW(+$183.1K)