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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

23Q2 调仓2023-03-31 → 2023-06-30 · 共 78 项建仓 13增持 19减持 33清仓 13

方向

标的

Δ市值

现股数(环比)

建仓

AMZN Amazon.com Inc.

+$123.7M

949,169

清仓

— Walgreens Boots Alliance Inc

-$114.4M

0 -100%

清仓

GILD Gilead Sciences Inc.

-$99.9M

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。

减持

— Seagate Technology PLC

-$82.7M

1,355,762 -46%

减持

HAL Halliburton Company

-$69.9M

1,080,205 -68%

建仓

— VMware Inc.

+$69.0M

480,355

清仓

TMUS T-Mobile US Inc.

-$51.5M

0 -100%

建仓

PLTR Palantir Technologies Inc.

+$51.1M

3,330,879

增持

AEP American Electric Power Company Inc.

+$44.9M

1,144,005 +102%

建仓

CFG Citizens Financial Group Inc.

+$42.9M

1,646,845

清仓

NOC Northrop Grumman Corporation

-$39.6M

0 -100%

增持

BABA Alibaba Group Holding Ltd.

+$33.0M

1,288,025 +77%

建仓

SNPS Synopsys Inc.

+$31.3M

71,871

清仓

YUMC Yum China Holdings Inc.

-$30.8M

0 -100%

增持

FMX Fomento Economico Mexicano SAB de CV

+$30.6M

1,115,345 +14%

清仓

JD JD.com Inc.

-$30.6M

0 -100%

增持

COF Capital One Financial Corporation

+$29.9M

791,764 +34%

增持

ITUB Itau Unibanco Holding S.A.

+$28.0M

12,434,867 +33%

增持

LOW Lowe's Companies Inc.

+$27.5M

475,523 +19%

增持

BIDU Baidu Inc.

+$24.4M

1,052,482 +33%

减持

ROKU Roku Inc.

-$21.3M

527,365 -37%

增持

TECK Teck Resources Ltd

+$17.5M

1,833,858 +12%

增持

OXY Occidental Petroleum Corporation

+$14.7M

850,107 +50%

减持

META Meta Platforms Inc.

-$14.1M

316,410 -36%

增持

— Frontier Communications Parent Inc.

+$13.5M

7,594,774 +35%

减持

— Barrick Gold Corporation

-$12.7M

6,921,726 -1%

减持

— Seagen Inc.

-$12.5M

557,229 -6%

减持

MSFT Microsoft Corporation

-$8.2M

401,711 -20%

减持

COR AmerisourceBergen Corporation

+$6.0M

554,927 -12%

减持

MU Micron Technology Inc.

-$5.2M

540,260 -17%

减持

COMP Compass Inc

-$5.1M

15,896,718 -15%

减持

MRK Merck & Co. Inc.

+$4.3M

1,749,158 -6%

减持

ORCL Oracle Corporation

+$4.3M

1,532,073 -20%

增持

NEM Newmont Corporation

+$3.5M

172,958 +116%

减持

FLS Flowserve Corporation

+$3.4M

1,772,750 -3%

增持

— Stellantis N.V.

-$3.1M

5,593,298 +0%

建仓

TCOM Trip.com Group Ltd.

+$3.1M

89,320

减持

— PagSeguro Digital Limited

+$3.1M

5,956,565 -4%

增持

KO Coca-Cola Company

+$2.8M

216,532 +31%

减持

IBKR Interactive Brokers Group Inc.

-$2.7M

627,744 -5%

建仓

EXP Eagle Materials Inc.

+$2.6M

13,719

减持

AMAT Applied Materials Inc.

-$1.9M

50,620 -32%

减持

FTCHQ Farfetch Limited

+$1.8M

2,557,933 -8%

减持

BAH Booz Allen Hamilton Holding Corporation

+$1.3M

110,235 -7%

清仓

LMT Lockheed Martin Corporation

-$387.0K

0 -100%

建仓

— Globant SA

+$235.0K

1,308

清仓

— WNS (Holdings) Limited

-$226.0K

0 -100%

建仓

SQM Sociedad Quimica Y Minera De Chile S.A.

+$198.0K

2,737

减持

HTHT Huazhu Group Ltd

-$113.0K

5,448 -18%

建仓

— DiDi Global Inc.

+$75.0K

25,235

清仓

— Dada Nexus Ltd.

-$71.0K

0 -100%

减持

VLRS Controladora Vuela Compania de Aviacion SAB de CV

-$69.0K

21,867 -27%

清仓

GDS GDS Holdings Ltd.

-$57.0K

0 -100%

减持

CPNG Coupang Inc.

-$46.0K

8,388 -30%

增持

DASH DoorDash Inc.

+$37.0K

1,350 +29%

减持

— PropertyGuru Group Limited

-$34.0K

31,037 -10%

清仓

— Frontline Ltd.

-$33.0K

0 -100%

建仓

— Diamond Offshore Drilling Inc

+$29.0K

2,067

建仓

LUMN Lumen Technologies Inc.

+$28.0K

12,395

增持

BEKE KE Holdings Inc.

-$28.0K

9,629 +7%

减持

— NexTier Oilfield Solutions Inc

-$27.0K

510 -87%

增持

— Johnson Controls International plc

+$26.0K

1,657 +16%

清仓

WAT Waters Corporation

-$25.0K

0 -100%

清仓

PATH UiPath Inc

-$25.0K

0 -100%

建仓

— Vantage Drilling International

+$24.0K

1,226

减持

ALNY Alnylam Pharmaceuticals Inc

-$18.0K

56 -60%

减持

EQT EQT Corporation

-$16.0K

35 -94%

减持

GXO GXO Logistics Inc

-$16.0K

84 -80%

减持

— Eventbrite Inc.

+$12.0K

12,375 -0%

增持

MP MP Materials Corp

+$10.0K

1,790 +65%

减持

HSIC Henry Schein Inc.

-$9.0K

316 -25%

减持

— SEMrush Holdings Inc.

-$8.0K

11,359 -2%

减持

OTIS Otis Worldwide Corporation

-$6.0K

553,660 -5%

增持

— Altus Power Inc.

+$5.0K

6,504 +16%

减持

CZR Caesars Entertainment Inc

-$3.0K

1,300 -9%

减持

WLK Westlake Corporation

-$2.0K

56 -21%

增持

— Aptiv PLC

+$2.0K

296 +16%

减持

NU Nu Holdings Ltd.

+$0

9,637 -40%