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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

23Q1 调仓2022-12-31 → 2023-03-31 · 共 82 项建仓 13增持 23减持 33清仓 13

方向

标的

Δ市值

现股数(环比)

建仓

— Stellantis N.V.

+$101.2M

5,566,085

清仓

WFC Wells Fargo & Company

-$77.3M

0 -100%

减持

KO Coca-Cola Company

-$75.5M

165,741 -88%

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。

减持

NOC Northrop Grumman Corporation

-$74.9M

85,744 -59%

增持

BIDU Baidu Inc.

+$67.0M

792,960 +72%

清仓

LYFT Lyft Inc

-$55.8M

0 -100%

增持

— Seagen Inc.

+$46.7M

591,342 +4%

增持

— Seagate Technology PLC

+$46.2M

2,519,975 +10%

减持

— Frontline Ltd.

-$44.8M

2,012 -100%

减持

— Frontier Communications Parent Inc.

-$44.0M

5,625,252 -17%

减持

META Meta Platforms Inc.

+$39.0M

495,071 -10%

减持

TMUS T-Mobile US Inc.

-$37.8M

355,630 -44%

清仓

NTR Nutrien Ltd.

-$36.1M

0 -100%

增持

MSFT Microsoft Corporation

+$34.7M

502,805 +9%

增持

— Walgreens Boots Alliance Inc

+$32.6M

3,307,927 +51%

增持

JD JD.com Inc.

+$29.7M

698,181 +4190%

增持

LOW Lowe's Companies Inc.

+$29.1M

398,966 +57%

增持

BABA Alibaba Group Holding Ltd.

+$27.8M

728,155 +38%

增持

COR AmerisourceBergen Corporation

+$27.5M

629,632 +42%

增持

MU Micron Technology Inc.

+$26.7M

651,877 +158%

减持

TECK Teck Resources Ltd

-$24.9M

1,635,760 -27%

减持

COF Capital One Financial Corporation

-$21.7M

589,481 -30%

增持

AEP American Electric Power Company Inc.

+$16.6M

565,624 +54%

增持

— PagSeguro Digital Limited

+$15.2M

6,197,939 +43%

减持

ROKU Roku Inc.

+$15.1M

836,624 -15%

减持

FMX Fomento Economico Mexicano SAB de CV

+$14.7M

976,766 -2%

增持

IBKR Interactive Brokers Group Inc.

+$13.5M

663,725 +16%

减持

COMP Compass Inc

+$13.5M

18,811,587 -7%

减持

GILD Gilead Sciences Inc.

-$13.1M

1,204,538 -9%

增持

FLS Flowserve Corporation

+$12.4M

1,836,634 +13%

减持

BAH Booz Allen Hamilton Holding Corporation

-$9.2M

118,914 -39%

减持

ORCL Oracle Corporation

+$9.1M

1,917,360 -7%

增持

MRK Merck & Co. Inc.

-$8.3M

1,856,560 +0%

增持

OTIS Otis Worldwide Corporation

+$6.6M

583,979 +7%

增持

HAL Halliburton Company

+$6.5M

3,334,580 +32%

减持

OXY Occidental Petroleum Corporation

-$5.7M

565,548 -13%

增持

ITUB Itau Unibanco Holding S.A.

+$5.4M

9,314,889 +10%

减持

— Barrick Gold Corporation

-$5.3M

6,991,855 -11%

清仓

IBN ICICI Bank Limited

-$4.0M

0 -100%

建仓

NEM Newmont Corporation

+$3.9M

80,106

清仓

DIDIY DiDi Global Inc.

-$3.8M

0 -100%

减持

AMAT Applied Materials Inc.

-$1.0M

74,846 -29%

减持

YUMC Yum China Holdings Inc.

+$1.0M

486,436 -11%

增持

FTCHQ Farfetch Limited

+$785.0K

2,785,079 +2%

减持

LMT Lockheed Martin Corporation

-$684.0K

819 -63%

清仓

MELI MercadoLibre SA

-$477.0K

0 -100%

清仓

TCOM Trip.com Group Ltd.

-$337.0K

0 -100%

减持

HTHT Huazhu Group Ltd

-$303.0K

6,622 -55%

建仓

CPNG Coupang Inc.

+$191.0K

11,980

增持

— PropertyGuru Group Limited

+$151.0K

34,352 +617%

减持

— Dada Nexus Ltd.

-$127.0K

8,388 -71%

减持

VLRS Controladora Vuela Compania de Aviacion SAB de CV

+$121.0K

30,115 -1%

建仓

— SEMrush Holdings Inc.

+$116.0K

11,590

减持

— WNS (Holdings) Limited

-$108.0K

2,436 -42%

建仓

— Eventbrite Inc.

+$106.0K

12,418

建仓

— Johnson Controls International plc

+$86.0K

1,430

建仓

NU Nu Holdings Ltd.

+$76.0K

16,151

建仓

— Eaton Corp. Plc

+$65.0K

384

减持

BEKE KE Holdings Inc.

-$39.0K

9,030 -40%

减持

— NexTier Oilfield Solutions Inc

-$37.0K

3,979 -46%

减持

EQT EQT Corporation

-$35.0K

557 -64%

清仓

— Similarweb Ltd.

-$33.0K

0 -100%

清仓

RYAAY Ryanair Holdings Plc

-$32.0K

0 -100%

减持

HSIC Henry Schein Inc.

-$31.0K

420 -48%

建仓

MP MP Materials Corp

+$30.0K

1,087

建仓

— Altus Power Inc.

+$30.0K

5,603

增持

VIRT Virtu Financial Inc.

+$29.0K

4,567 +62%

建仓

— Aptiv PLC

+$28.0K

256

增持

CZR Caesars Entertainment Inc

+$26.0K

1,425 +35%

建仓

WAT Waters Corporation

+$25.0K

81

建仓

— Credo Technology Group Holding Ltd.

+$21.0K

2,261

减持

WLK Westlake Corporation

-$18.0K

71 -73%

减持

GXO GXO Logistics Inc

-$17.0K

418 -53%

减持

ARGX argenx SE

-$16.0K

59 -40%

清仓

CF CF Industries Holdings Inc.

-$16.0K

0 -100%

减持

GDS GDS Holdings Ltd.

-$15.0K

3,102 -12%

减持

DASH DoorDash Inc.

+$15.0K

1,044 -1%

清仓

ACCD Accolade Inc.

-$7.0K

0 -100%

清仓

— Amedisys Inc.

-$6.0K

0 -100%

清仓

— Tellurian Inc.

-$6.0K

0 -100%

减持

PATH UiPath Inc

+$1.0K

1,459 -25%

增持

ALNY Alnylam Pharmaceuticals Inc

+$0

140 +19%