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ANTIPODES PARTNERS Ltd 13F 持仓明细(2026-03-31) · 小隐寺数据中心

ANTIPODES PARTNERS Ltd

报告期 2026-03-31 · CIK 0001652442

持仓数

126

前50大市值合计

$5.06B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

22Q4 调仓2022-09-30 → 2022-12-31 · 共 72 项建仓 28增持 18减持 23清仓 3

方向

标的

Δ市值

现股数(环比)

减持

EQT EQT Corporation

-$104.3M

1,550 -100%

建仓

HAL Halliburton Company

+$99.0M

2,516,888

清仓

AMZN Amazon.com Inc.

-$87.6M

0 -100%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

增持

FMX Fomento Economico Mexicano SAB de CV

+$78.0M

1,001,691 +25810%

增持

— Seagate Technology PLC

+$57.7M

2,288,893 +94%

增持

GILD Gilead Sciences Inc.

+$47.2M

1,316,741 +23%

增持

COR AmerisourceBergen Corporation

+$43.1M

442,611 +98%

减持

TCOM Trip.com Group Ltd.

-$41.7M

9,809 -99%

建仓

ITUB Itau Unibanco Holding S.A.

+$40.0M

8,484,554

建仓

— PagSeguro Digital Limited

+$37.9M

4,335,980

建仓

AEP American Electric Power Company Inc.

+$34.9M

367,395

增持

BIDU Baidu Inc.

+$34.6M

460,245 +200%

增持

LYFT Lyft Inc

+$34.0M

5,061,642 +206%

增持

— Barrick Gold Corporation

+$32.8M

7,867,186 +19%

减持

BEKE KE Holdings Inc.

-$27.3M

15,029 -99%

减持

ORCL Oracle Corporation

+$27.0M

2,068,310 -11%

减持

MSFT Microsoft Corporation

-$26.7M

459,798 -22%

减持

NTR Nutrien Ltd.

-$24.5M

494,749 -32%

减持

NOC Northrop Grumman Corporation

-$24.0M

209,817 -29%

增持

FLS Flowserve Corporation

+$23.4M

1,630,221 +49%

增持

— Walgreens Boots Alliance Inc

+$23.3M

2,189,256 +18%

减持

WFC Wells Fargo & Company

-$20.9M

1,871,027 -23%

增持

LOW Lowe's Companies Inc.

+$18.0M

254,498 +46%

减持

YUMC Yum China Holdings Inc.

-$17.1M

545,322 -45%

增持

— Seagen Inc.

+$16.3M

568,447 +37%

减持

IBKR Interactive Brokers Group Inc.

-$16.1M

570,828 -36%

增持

COMP Compass Inc

+$13.4M

20,295,419 +39%

建仓

FTCHQ Farfetch Limited

+$12.9M

2,725,132

减持

TECK Teck Resources Ltd

-$12.7M

2,238,151 -30%

建仓

MU Micron Technology Inc.

+$12.6M

252,393

减持

TMUS T-Mobile US Inc.

-$12.2M

638,264 -16%

减持

MRK Merck & Co. Inc.

+$10.8M

1,855,439 -18%

建仓

AMAT Applied Materials Inc.

+$10.2M

105,072

增持

ROKU Roku Inc.

+$10.2M

981,612 +86%

减持

BABA Alibaba Group Holding Ltd.

-$8.8M

529,412 -24%

减持

KO Coca-Cola Company

+$8.6M

1,349,151 -2%

减持

OTIS Otis Worldwide Corporation

-$6.6M

545,051 -29%

减持

— Frontier Communications Parent Inc.

+$5.2M

6,754,600 -5%

增持

META Meta Platforms Inc.

-$4.4M

547,646 +6%

建仓

DIDIY DiDi Global Inc.

+$3.8M

1,205,317

减持

— Frontline Ltd.

-$3.1M

3,694,036 -16%

清仓

TMO Thermo Fisher Scientific Inc.

-$2.7M

0 -100%

减持

OXY Occidental Petroleum Corporation

-$2.5M

650,432 -8%

增持

BAH Booz Allen Hamilton Holding Corporation

+$2.4M

193,381 +0%

减持

COF Capital One Financial Corporation

+$449.0K

843,729 -0%

增持

IBN ICICI Bank Limited

+$265.0K

181,379 +3%

建仓

VLRS Controladora Vuela Compania de Aviacion SAB de CV

+$253.0K

30,325

建仓

— Dada Nexus Ltd.

+$198.0K

28,515

清仓

PBR Petroleo Brasileiro SA

-$195.0K

0 -100%

减持

LMT Lockheed Martin Corporation

-$179.0K

2,203 -32%

增持

HTHT Huazhu Group Ltd

+$147.0K

14,783 +3%

增持

— WNS (Holdings) Limited

+$73.0K

4,187 +31%

建仓

GDS GDS Holdings Ltd.

+$72.0K

3,506

建仓

— NexTier Oilfield Solutions Inc

+$68.0K

7,413

建仓

HSIC Henry Schein Inc.

+$65.0K

815

减持

JD JD.com Inc.

+$63.0K

16,274 -4%

建仓

VIRT Virtu Financial Inc.

+$57.0K

2,821

建仓

DASH DoorDash Inc.

+$51.0K

1,051

建仓

CZR Caesars Entertainment Inc

+$43.0K

1,056

建仓

GXO GXO Logistics Inc

+$38.0K

895

建仓

ARGX argenx SE

+$37.0K

98

建仓

— Similarweb Ltd.

+$33.0K

5,263

建仓

RYAAY Ryanair Holdings Plc

+$32.0K

439

建仓

ALNY Alnylam Pharmaceuticals Inc

+$28.0K

118

建仓

WLK Westlake Corporation

+$26.0K

261

建仓

PATH UiPath Inc

+$24.0K

1,935

建仓

— PropertyGuru Group Limited

+$20.0K

4,791

建仓

CF CF Industries Holdings Inc.

+$16.0K

193

建仓

ACCD Accolade Inc.

+$7.0K

886

建仓

— Amedisys Inc.

+$6.0K

77

建仓

— Tellurian Inc.

+$6.0K

3,864

减持

MELI MercadoLibre SA

+$0

564 -2%