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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

23Q3 调仓2023-06-30 → 2023-09-30 · 共 78 项建仓 13增持 32减持 20清仓 13

方向

标的

Δ市值

现股数(环比)

建仓

— LyondellBasell Industries NV

+$67.2M

710,388

建仓

— Noble Corporation

+$58.4M

1,136,221

增持

OXY Occidental Petroleum Corporation

+$51.6M

1,542,571 +81%

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。

清仓

PLTR Palantir Technologies Inc.

-$51.1M

0 -100%

增持

AEP American Electric Power Company Inc.

+$49.5M

1,953,072 +71%

建仓

— Dell Technologies Inc

+$43.2M

631,303

减持

OTIS Otis Worldwide Corporation

-$42.4M

85,455 -85%

减持

— VMware Inc.

-$39.8M

174,716 -64%

增持

ITUB Itau Unibanco Holding S.A.

+$38.0M

20,816,099 +67%

清仓

HAL Halliburton Company

-$35.6M

0 -100%

减持

— Seagate Technology PLC

-$35.5M

736,876 -46%

增持

MRK Merck & Co. Inc.

+$34.9M

2,269,999 +30%

增持

TECK Teck Resources Ltd

+$33.2M

2,598,866 +42%

建仓

PINS Pinterest Inc.

+$31.4M

1,186,345

清仓

SNPS Synopsys Inc.

-$31.3M

0 -100%

增持

BIDU Baidu Inc.

+$31.1M

1,322,669 +26%

减持

COF Capital One Financial Corporation

-$29.9M

584,164 -26%

增持

— Seagen Inc.

+$27.9M

636,770 +14%

减持

— Frontier Communications Parent Inc.

-$27.3M

7,485,289 -1%

增持

AMZN Amazon.com Inc.

+$21.8M

1,154,837 +22%

减持

CFG Citizens Financial Group Inc.

-$20.2M

865,024 -47%

增持

ALNY Alnylam Pharmaceuticals Inc

+$19.5M

111,834 +199604%

建仓

DIDIY DiDi Global Inc.

+$14.4M

4,566,381

增持

ROKU Roku Inc.

+$13.6M

695,842 +32%

增持

— Stellantis N.V.

+$12.7M

5,750,057 +3%

增持

— Barrick Gold Corporation

-$12.3M

7,203,779 +4%

减持

— PagSeguro Digital Limited

-$12.0M

5,104,098 -14%

增持

MU Micron Technology Inc.

+$11.9M

705,842 +31%

建仓

ASAIY Sendas Distribuidora SA

+$11.8M

974,517

减持

IBKR Interactive Brokers Group Inc.

-$11.4M

464,114 -26%

减持

COR Cencora Inc

-$10.6M

526,097 -5%

增持

FTCHQ Farfetch Limited

-$10.1M

2,716,989 +6%

增持

MSFT Microsoft Corporation

+$9.6M

466,662 +16%

增持

META Meta Platforms Inc.

+$8.6M

326,868 +3%

增持

— Johnson Controls International plc

+$7.0M

134,015 +7988%

增持

COMP Compass Inc

-$6.0M

16,274,229 +2%

减持

BABA Alibaba Group Holding Ltd.

-$3.5M

1,214,357 -6%

增持

FMX Fomento Economico Mexicano SAB de CV

-$3.3M

1,115,490 +0%

增持

LOW Lowe's Companies Inc.

+$2.7M

529,460 +11%

增持

ORCL Oracle Corporation

-$1.8M

1,702,276 +11%

减持

NEM Newmont Corporation

-$1.1M

169,321 -2%

增持

KO Coca-Cola Company

+$832.0K

248,548 +15%

减持

AMAT Applied Materials Inc.

-$763.0K

47,416 -6%

减持

FLS Flowserve Corporation

+$667.0K

1,685,441 -5%

减持

BAH Booz Allen Hamilton Holding Corporation

-$611.0K

107,521 -2%

建仓

NTR Nutrien Ltd.

+$545.0K

8,664

建仓

SUZ Suzano SA

+$427.0K

40,041

清仓

HTHT Huazhu Group Ltd

-$211.0K

0 -100%

清仓

CPNG Coupang Inc.

-$145.0K

0 -100%

增持

NU Nu Holdings Ltd.

+$127.0K

27,905 +190%

清仓

— Eventbrite Inc.

-$118.0K

0 -100%

建仓

— Eventbrite Inc.

+$108.0K

11,267

增持

— Altus Power Inc.

+$92.0K

25,503 +292%

建仓

ACIC American Coastal Insurance Corp.

+$83.0K

11,285

清仓

— DiDi Global Inc.

-$75.0K

0 -100%

清仓

— Credo Technology Group Holding Ltd.

-$39.0K

0 -100%

增持

— Diamond Offshore Drilling Inc

+$37.0K

4,434 +115%

减持

CZR Caesars Entertainment Inc

-$35.0K

663 -49%

增持

SQM Sociedad Quimica Y Minera De Chile S.A.

-$31.0K

2,883 +5%

增持

MP MP Materials Corp

+$30.0K

3,645 +104%

减持

— SEMrush Holdings Inc.

-$29.0K

9,648 -15%

清仓

LUMN Lumen Technologies Inc.

-$28.0K

0 -100%

建仓

— Similarweb Ltd.

+$24.0K

4,192

减持

— PropertyGuru Group Limited

-$24.0K

30,633 -1%

减持

— Globant SA

+$22.0K

1,299 -1%

减持

TCOM Trip.com Group Ltd.

-$20.0K

88,529 -1%

增持

ARGX argenx SE

+$16.0K

79 +34%

建仓

— R1 RCM Inc

+$16.0K

1,062

增持

VLRS Controladora Vuela Compania de Aviacion SAB de CV

-$14.0K

40,569 +86%

建仓

ULTA Ulta Beauty Inc

+$10.0K

27

增持

BEKE KE Holdings Inc.

+$8.0K

9,741 +1%

增持

— Vantage Drilling International

+$7.0K

1,254 +2%

清仓

WLK Westlake Corporation

-$6.0K

0 -100%

清仓

GXO GXO Logistics Inc

-$5.0K

0 -100%

增持

— Aptiv PLC

+$5.0K

360 +22%

清仓

— NexTier Oilfield Solutions Inc

-$4.0K

0 -100%

减持

— Eaton Corp. Plc

-$2.0K

352 -8%

清仓

EQT EQT Corporation

-$1.0K

0 -100%