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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Lumen Technologies, Inc.

LUMN|550241103

Shares:11.4K

Value:$44.6K

% of Portfolio:0.0% ($44.6K/$3.2B)

GENERAL ELECTRIC CO

GE|369604301

Shares:203

Value:$40.6K

% of Portfolio:0.0% ($40.6K/$3.2B)

Natera, Inc.

NTRA|632307104

Shares:283

Value:$40.0K

% of Portfolio:0.0% ($40.0K/$3.2B)

Autodesk, Inc.

ADSK|052769106

Shares:151

Value:$39.5K

% of Portfolio:0.0% ($39.5K/$3.2B)

Nuvalent, Inc.

NUVL|670703107

Shares:540

Value:$38.3K

% of Portfolio:0.0% ($38.3K/$3.2B)

Schrodinger, Inc.

SDGR|80810D103

Shares:1.9K

Value:$37.1K

% of Portfolio:0.0% ($37.1K/$3.2B)

ARS Pharmaceuticals, Inc.

SPRY|82835W108

Shares:2.9K

Value:$37.0K

% of Portfolio:0.0% ($37.0K/$3.2B)

EXELON CORP

EXC|30161N101

Shares:743

Value:$34.2K

% of Portfolio:0.0% ($34.2K/$3.2B)

DOMINION ENERGY, INC

D|25746U109

Shares:604

Value:$33.9K

% of Portfolio:0.0% ($33.9K/$3.2B)

SI-BONE, Inc.

SIBN|825704109

Shares:2.4K

Value:$33.6K

% of Portfolio:0.0% ($33.6K/$3.2B)

PROCEPT BioRobotics Corp

PRCT|74276L105

Shares:507

Value:$29.5K

% of Portfolio:0.0% ($29.5K/$3.2B)

GE Vernova Inc.

GEV|36828A101

Shares:79

Value:$24.1K

% of Portfolio:0.0% ($24.1K/$3.2B)

Ingersoll Rand Inc.

IR|45687V106

Shares:275

Value:$22.0K

% of Portfolio:0.0% ($22.0K/$3.2B)

Oric Pharmaceuticals, Inc.

ORIC|68622P109

Shares:3.8K

Value:$21.3K

% of Portfolio:0.0% ($21.3K/$3.2B)

Apogee Therapeutics, Inc.

APGE|03770N101

Shares:542

Value:$20.3K

% of Portfolio:0.0% ($20.3K/$3.2B)

908 Devices Inc.

MASS|65443P102

Shares:4.4K

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$3.2B)

Janux Therapeutics, Inc.

JANX|47103J105

Shares:632

Value:$17.1K

% of Portfolio:0.0% ($17.1K/$3.2B)

Day One Biopharmaceuticals, Inc.

DAWN|23954D109

Shares:2.0K

Value:$16.2K

% of Portfolio:0.0% ($16.2K/$3.2B)

233051879

Shares:15.6K

Value:$15.6K

% of Portfolio:0.0% ($15.6K/$3.2B)

Fluence Energy, Inc.

FLNC|34379V103

Shares:2.1K

Value:$10.0K

% of Portfolio:0.0% ($10.0K/$3.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Lumen Technologies, Inc.(LUMNcusip550241103)	11.4K	QoQ 0.00% (-0) YoY NEW(+11.4K)	All Managers (Combined)	$44.6K	0.0% ($44.6K/$3.2B)	QoQ -26.17% (-$15.8K) YoY NEW(+$44.6K)
GENERAL ELECTRIC CO(GEcusip369604301)	203	QoQ +20.11% (+34) YoY -3.33% (-7)	All Managers (Combined)	$40.6K	0.0% ($40.6K/$3.2B)	QoQ +44.14% (+$12.4K) YoY +130977.41% (-$40.6K)
Natera, Inc.(NTRAcusip632307104)	283	QoQ NEW(+283) YoY NEW(+283)	All Managers (Combined)	$40.0K	0.0% ($40.0K/$3.2B)	QoQ NEW(+$40.0K) YoY NEW(+$40.0K)
Autodesk, Inc.(ADSKcusip052769106)	151	QoQ +9.42% (-13) YoY NEW(+151)	All Managers (Combined)	$39.5K	0.0% ($39.5K/$3.2B)	QoQ -3.08% (-$1.3K) YoY NEW(+$39.5K)
Nuvalent, Inc.(NUVLcusip670703107)	540	QoQ NEW(+540) YoY NEW(+540)	All Managers (Combined)	$38.3K	0.0% ($38.3K/$3.2B)	QoQ NEW(+$38.3K) YoY NEW(+$38.3K)
Schrodinger, Inc.(SDGRcusip80810D103)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$37.1K	0.0% ($37.1K/$3.2B)	QoQ NEW(+$37.1K) YoY NEW(+$37.1K)
ARS Pharmaceuticals, Inc.(SPRYcusip82835W108)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$37.0K	0.0% ($37.0K/$3.2B)	QoQ NEW(+$37.0K) YoY NEW(+$37.0K)
EXELON CORP(EXCcusip30161N101)	743	QoQ NEW(+743) YoY NEW(+743)	All Managers (Combined)	$34.2K	0.0% ($34.2K/$3.2B)	QoQ NEW(+$34.2K) YoY NEW(+$34.2K)
DOMINION ENERGY, INC(Dcusip25746U109)	604	QoQ NEW(+604) YoY NEW(+604)	All Managers (Combined)	$33.9K	0.0% ($33.9K/$3.2B)	QoQ NEW(+$33.9K) YoY NEW(+$33.9K)
SI-BONE, Inc.(SIBNcusip825704109)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$33.6K	0.0% ($33.6K/$3.2B)	QoQ NEW(+$33.6K) YoY NEW(+$33.6K)
PROCEPT BioRobotics Corp(PRCTcusip74276L105)	507	QoQ NEW(+507) YoY NEW(+507)	All Managers (Combined)	$29.5K	0.0% ($29.5K/$3.2B)	QoQ NEW(+$29.5K) YoY NEW(+$29.5K)
GE Vernova Inc.(GEVcusip36828A101)	79	QoQ NEW(+79) YoY -65.94% (-153)	All Managers (Combined)	$24.1K	0.0% ($24.1K/$3.2B)	QoQ NEW(+$24.1K) YoY +80296.66% (-$24.1K)
Ingersoll Rand Inc.(IRcusip45687V106)	275	QoQ -12.14% (-38) YoY -21.42% (-75)	All Managers (Combined)	$22.0K	0.0% ($22.0K/$3.2B)	QoQ -22.27% (-$6.3K) YoY +66596.96% (-$22.0K)
Oric Pharmaceuticals, Inc.(ORICcusip68622P109)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$21.3K	0.0% ($21.3K/$3.2B)	QoQ NEW(+$21.3K) YoY NEW(+$21.3K)
Apogee Therapeutics, Inc.(APGEcusip03770N101)	542	QoQ NEW(+542) YoY NEW(+542)	All Managers (Combined)	$20.3K	0.0% ($20.3K/$3.2B)	QoQ NEW(+$20.3K) YoY NEW(+$20.3K)
908 Devices Inc.(MASScusip65443P102)	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$19.6K	0.0% ($19.6K/$3.2B)	QoQ NEW(+$19.6K) YoY NEW(+$19.6K)
Janux Therapeutics, Inc.(JANXcusip47103J105)	632	QoQ NEW(+632) YoY NEW(+632)	All Managers (Combined)	$17.1K	0.0% ($17.1K/$3.2B)	QoQ NEW(+$17.1K) YoY NEW(+$17.1K)
Day One Biopharmaceuticals, Inc.(DAWNcusip23954D109)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$16.2K	0.0% ($16.2K/$3.2B)	QoQ NEW(+$16.2K) YoY NEW(+$16.2K)
(cusip233051879)✕	15.6K	QoQ NEW(+15.6K) YoY NEW(+15.6K)	All Managers (Combined)	$15.6K	0.0% ($15.6K/$3.2B)	QoQ NEW(+$15.6K) YoY NEW(+$15.6K)
Fluence Energy, Inc.(FLNCcusip34379V103)	2.1K	QoQ +212.89% (-1.4K) YoY NEW(+2.1K)	All Managers (Combined)	$10.0K	0.0% ($10.0K/$3.2B)	QoQ -4.44% (-$465) YoY NEW(+$10.0K)