Antipodes-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NUVL",
  "ORIC",
  "GRAB",
  "ARGX",
  "PCOR",
  "NTR",
  null,
  "MOS",
  "MU",
  "ABT",
  "BABA",
  "GOOGL",
  "PRCT",
  "ALNY",
  "GDXJ",
  "ARRY",
  "T",
  "YMM",
  "FLNC",
  "CRTO",
  "COF",
  "LX",
  "D",
  "MYRG",
  "EGO",
  "ROKU",
  "SHLS",
  "GPCR",
  "GILD",
  "JANX",
  "ESTA",
  "FMX",
  "QCOM",
  "APGE",
  "LEN",
  "SEMR",
  "SMWB",
  "SIBN",
  "SUZ",
  "MASS",
  "MDT",
  "MSFT",
  null,
  "EQT",
  "EXC",
  "GE",
  "NU",
  "OXY",
  "ORCL",
  "SPRY",
  "MRK",
  "KEYS",
  "MDB",
  "DGX",
  "UBS",
  "AA",
  "NEM",
  "SDGR",
  "MGNI",
  "ALC",
  null,
  null,
  "GMED",
  "GBTG",
  "TSM",
  "VTR",
  "VRTX",
  "ADSK",
  "AEE",
  "NTRA",
  "IR",
  "AEP",
  "HUYA",
  "IMNM",
  "AMZN",
  "HCA",
  "HDB",
  "BEKE",
  "PDD",
  "VAL",
  "VIPS",
  "JD",
  "LSPD",
  "LUMN",
  "JCI",
  "OTIS",
  "RARE",
  "CRM",
  "LYB",
  "GEV",
  "ALLY",
  "STE",
  null,
  "BDX",
  "BKD",
  "BRKR",
  "CX",
  "CERT",
  "KO",
  "BASE",
  "DAWN",
  "DXCM"
]

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: antipodes-partners
Manager Name: Antipodes-Partners

Data Enrichment

95% identified

97 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $3.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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ABBOTT LABORATORIES

ABT|002824100

Shares:1.3K

Value:$168.5K

% of Portfolio:0.0% ($168.5K/$3.2B)

MOSAIC CO

MOS|61945C103

Shares:5.6K

Value:$150.6K

% of Portfolio:0.0% ($150.6K/$3.2B)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:802

Value:$135.7K

% of Portfolio:0.0% ($135.7K/$3.2B)

DEXCOM INC

DXCM|252131107

Shares:2.0K

Value:$134.0K

% of Portfolio:0.0% ($134.0K/$3.2B)

SIMILARWEB LTD.

SMWB|M84137104

Shares:16.2K

Value:$133.7K

% of Portfolio:0.0% ($133.7K/$3.2B)

AMEREN CORP

AEE|023608102

Shares:1.3K

Value:$131.3K

% of Portfolio:0.0% ($131.3K/$3.2B)

GLOBUS MEDICAL INC

GMED|379577208

Shares:1.7K

Value:$127.9K

% of Portfolio:0.0% ($127.9K/$3.2B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:255

Value:$123.6K

% of Portfolio:0.0% ($123.6K/$3.2B)

STERIS plc

STE|G8473T100

Shares:533

Value:$120.8K

% of Portfolio:0.0% ($120.8K/$3.2B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:1.1K

Value:$120.8K

% of Portfolio:0.0% ($120.8K/$3.2B)

BECTON DICKINSON & CO

BDX|075887109

Shares:517

Value:$118.4K

% of Portfolio:0.0% ($118.4K/$3.2B)

Global Business Travel Group, Inc.

GBTG|37890B100

Shares:15.4K

Value:$112.1K

% of Portfolio:0.0% ($112.1K/$3.2B)

Immunome Inc.

IMNM|45257U108

Shares:14.2K

Value:$95.3K

% of Portfolio:0.0% ($95.3K/$3.2B)

N72482206

Shares:2.3K

Value:$94.2K

% of Portfolio:0.0% ($94.2K/$3.2B)

Medtronic plc

MDT|G5960L103

Shares:1.0K

Value:$90.5K

% of Portfolio:0.0% ($90.5K/$3.2B)

MYR GROUP INC.

MYRG|55405W104

Shares:719

Value:$81.3K

% of Portfolio:0.0% ($81.3K/$3.2B)

ESTABLISHMENT LABS HOLDINGS INC.

ESTA|G31249108

Shares:2.0K

Value:$80.6K

% of Portfolio:0.0% ($80.6K/$3.2B)

Structure Therapeutics Inc.

GPCR|86366E106

Shares:4.2K

Value:$73.5K

% of Portfolio:0.0% ($73.5K/$3.2B)

Ultragenyx Pharmaceutical Inc.

RARE|90400D108

Shares:1.6K

Value:$56.8K

% of Portfolio:0.0% ($56.8K/$3.2B)

Certara, Inc.

CERT|15687V109

Shares:5.4K

Value:$53.9K

% of Portfolio:0.0% ($53.9K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ABBOTT LABORATORIES(ABTcusip002824100)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$168.5K	0.0% ($168.5K/$3.2B)	QoQ NEW(+$168.5K) YoY NEW(+$168.5K)
MOSAIC CO(MOScusip61945C103)	5.6K	QoQ +76.08% (+2.4K) YoY NEW(+5.6K)	All Managers (Combined)	$150.6K	0.0% ($150.6K/$3.2B)	QoQ +93.49% (+$72.8K) YoY NEW(+$150.6K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	802	QoQ NEW(+802) YoY NEW(+802)	All Managers (Combined)	$135.7K	0.0% ($135.7K/$3.2B)	QoQ NEW(+$135.7K) YoY NEW(+$135.7K)
DEXCOM INC(DXCMcusip252131107)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$134.0K	0.0% ($134.0K/$3.2B)	QoQ NEW(+$134.0K) YoY NEW(+$134.0K)
SIMILARWEB LTD.(SMWBcusipM84137104)	16.2K	QoQ 0.00% (-0) YoY +210.64% (+11.0K)	All Managers (Combined)	$133.7K	0.0% ($133.7K/$3.2B)	QoQ -41.63% (-$95.4K) YoY +284376.59% (+$133.7K)
AMEREN CORP(AEEcusip023608102)	1.3K	QoQ -40.51% (-891) YoY -99.65% (-375.9K)	All Managers (Combined)	$131.3K	0.0% ($131.3K/$3.2B)	QoQ -33.00% (-$64.7K) YoY +370.81% (-$103.4K)
GLOBUS MEDICAL INC(GMEDcusip379577208)	1.7K	QoQ NEW(+1.7K) YoY NEW(+1.7K)	All Managers (Combined)	$127.9K	0.0% ($127.9K/$3.2B)	QoQ NEW(+$127.9K) YoY NEW(+$127.9K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	255	QoQ NEW(+255) YoY -99.71% (-88.7K)	All Managers (Combined)	$123.6K	0.0% ($123.6K/$3.2B)	QoQ NEW(+$123.6K) YoY +241.72% (-$87.5K)
STERIS plc(STEcusipG8473T100)	533	QoQ NEW(+533) YoY NEW(+533)	All Managers (Combined)	$120.8K	0.0% ($120.8K/$3.2B)	QoQ NEW(+$120.8K) YoY NEW(+$120.8K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$120.8K	0.0% ($120.8K/$3.2B)	QoQ NEW(+$120.8K) YoY NEW(+$120.8K)
BECTON DICKINSON & CO(BDXcusip075887109)	517	QoQ NEW(+517) YoY NEW(+517)	All Managers (Combined)	$118.4K	0.0% ($118.4K/$3.2B)	QoQ NEW(+$118.4K) YoY NEW(+$118.4K)
Global Business Travel Group, Inc.(GBTGcusip37890B100)	15.4K	QoQ -44.27% (-12.3K) YoY -14.85% (-2.7K)	All Managers (Combined)	$112.1K	0.0% ($112.1K/$3.2B)	QoQ -56.40% (-$145.1K) YoY +102760.55% (-$112.0K)
Immunome Inc.(IMNMcusip45257U108)	14.2K	QoQ NEW(+14.2K) YoY NEW(+14.2K)	All Managers (Combined)	$95.3K	0.0% ($95.3K/$3.2B)	QoQ NEW(+$95.3K) YoY NEW(+$95.3K)
(cusipN72482206)✕	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$94.2K	0.0% ($94.2K/$3.2B)	QoQ NEW(+$94.2K) YoY NEW(+$94.2K)
Medtronic plc(MDTcusipG5960L103)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$90.5K	0.0% ($90.5K/$3.2B)	QoQ NEW(+$90.5K) YoY NEW(+$90.5K)
MYR GROUP INC.(MYRGcusip55405W104)	719	QoQ +16.34% (-101) YoY NEW(+719)	All Managers (Combined)	$81.3K	0.0% ($81.3K/$3.2B)	QoQ -11.55% (-$10.6K) YoY NEW(+$81.3K)
ESTABLISHMENT LABS HOLDINGS INC.(ESTAcusipG31249108)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$80.6K	0.0% ($80.6K/$3.2B)	QoQ NEW(+$80.6K) YoY NEW(+$80.6K)
Structure Therapeutics Inc.(GPCRcusip86366E106)	4.2K	QoQ +310.73% (+3.2K) YoY NEW(+4.2K)	All Managers (Combined)	$73.5K	0.0% ($73.5K/$3.2B)	QoQ +162.16% (+$45.5K) YoY NEW(+$73.5K)
Ultragenyx Pharmaceutical Inc.(RAREcusip90400D108)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$56.8K	0.0% ($56.8K/$3.2B)	QoQ NEW(+$56.8K) YoY NEW(+$56.8K)
Certara, Inc.(CERTcusip15687V109)	5.4K	QoQ 0.00% (-0) YoY NEW(+5.4K)	All Managers (Combined)	$53.9K	0.0% ($53.9K/$3.2B)	QoQ -7.04% (-$4.1K) YoY NEW(+$53.9K)