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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 79 项建仓 14增持 26减持 28清仓 11

方向

标的

Δ市值

现股数(环比)

清仓

— Seagen Inc.

-$135.1M

0 -100%

减持

— Stellantis N.V.

-$110.8M

1,670 -100%

增持

NTR Nutrien Ltd.

+$89.3M

1,595,295 +18313%

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。

建仓

GPN Global Payments Inc.

+$68.7M

540,770

减持

— Seagate Technology PLC

-$48.4M

630 -100%

增持

— Barrick Gold Corporation

+$44.7M

8,270,809 +15%

清仓

— PagSeguro Digital Limited

-$44.2M

0 -100%

清仓

— Dell Technologies Inc

-$43.2M

0 -100%

建仓

AEM Agnico Eagle Mines Limited

+$41.6M

758,631

增持

MU Micron Technology Inc.

+$40.7M

1,016,034 +44%

增持

OXY Occidental Petroleum Corporation

+$38.1M

2,340,465 +52%

建仓

INTC Intel Corporation

+$37.9M

754,581

建仓

VRTX Vertex Pharmaceuticals Incorporated

+$36.2M

88,920

减持

— Noble Corporation

-$31.4M

559,549 -51%

减持

TECK Teck Resources Ltd

-$29.9M

1,904,811 -27%

清仓

— VMware Inc.

-$29.2M

0 -100%

增持

COR Cencora Inc

+$28.9M

609,220 +16%

增持

— LyondellBasell Industries NV

+$28.9M

1,010,494 +42%

建仓

ALLY Ally Financial Inc

+$28.0M

801,127

增持

COF Capital One Financial Corporation

+$23.2M

609,404 +4%

增持

CFG Citizens Financial Group Inc.

+$20.2M

1,296,648 +50%

建仓

— DiDi Global Inc.

+$20.0M

5,075,522

减持

MSFT Microsoft Corporation

+$17.9M

436,920 -6%

减持

FMX Fomento Economico Mexicano SAB de CV

-$17.2M

791,720 -29%

增持

ALNY Alnylam Pharmaceuticals Inc

+$16.7M

189,141 +69%

增持

AEP American Electric Power Company Inc.

+$16.2M

1,994,886 +2%

清仓

DIDIY DiDi Global Inc.

-$14.4M

0 -100%

增持

COMP Compass Inc

+$13.0M

16,670,486 +2%

减持

FLS Flowserve Corporation

-$12.7M

1,305,815 -23%

减持

LOW Lowe's Companies Inc.

-$12.3M

438,986 -17%

减持

BABA Alibaba Group Holding Ltd

-$11.5M

1,192,176 -2%

减持

ITUB Itau Unibanco Holding S.A.

+$11.3M

17,655,220 -15%

减持

IBKR Interactive Brokers Group Inc.

-$11.2M

356,989 -23%

减持

AMZN Amazon.com Inc

-$10.7M

886,903 -23%

减持

— Frontier Communications Parent Inc.

+$10.3M

4,912,502 -34%

减持

PINS Pinterest Inc.

-$9.1M

603,840 -49%

建仓

— Controladora Vuela Compania de Aviacion SAB de CV

+$9.0M

959,345

增持

— Johnson Controls International plc

+$7.5M

253,859 +89%

建仓

GMAB Genmab A/S

+$5.9M

185,698

减持

ORCL Oracle Corporation

-$5.3M

1,663,218 -2%

清仓

FTCHQ Farfetch Limited

-$5.3M

0 -100%

增持

ASAIY Sendas Distribuidora SA

+$4.7M

1,189,841 +22%

增持

BIDU Baidu Inc.

-$3.9M

1,438,716 +9%

增持

TCOM Trip.com Group Ltd.

+$3.7M

187,989 +112%

减持

ROKU Roku Inc.

+$3.7M

556,721 -20%

增持

SUZ Suzano SA

+$3.2M

317,512 +693%

建仓

GM General Motors Company

+$2.5M

69,783

增持

BAH Booz Allen Hamilton Holding Corporation

+$2.2M

108,667 +1%

减持

AMAT Applied Materials Inc.

-$1.2M

32,926 -31%

减持

OTIS Otis Worldwide Corporation

+$761.0K

85,367 -0%

减持

KO Coca-Cola Company

+$705.0K

247,346 -0%

减持

EXP Eagle Materials Inc.

+$429.0K

13,537 -1%

减持

MRK Merck & Co. Inc.

+$348.0K

2,174,904 -4%

清仓

VLRS Controladora Vuela Compania de Aviacion SAB de CV

-$291.0K

0 -100%

减持

NEM Newmont Corporation

+$268.0K

157,950 -7%

减持

META Meta Platforms Inc.

-$220.0K

280,073 -14%

清仓

— Eventbrite Inc.

-$108.0K

0 -100%

增持

ACIC American Coastal Insurance Corp.

+$105.0K

19,949 +77%

增持

— Altus Power Inc

+$78.0K

30,082 +18%

清仓

MP MP Materials Corp

-$70.0K

0 -100%

减持

SQM Sociedad Quimica Y Minera De Chile S.A.

-$51.0K

1,930 -33%

增持

BEKE KE Holdings Inc.

+$49.0K

12,326 +27%

建仓

GDXJ VanEck Vectors Junior Gold Miners ETF

+$46.0K

1,220

增持

NU Nu Holdings Ltd.

+$43.0K

29,649 +6%

增持

— R1 RCM Inc

+$43.0K

5,623 +429%

建仓

SHLS Shoals Technologies Group Inc.

+$33.0K

2,155

减持

VIRT Virtu Financial Inc.

-$33.0K

2,261 -50%

清仓

CZR Caesars Entertainment Inc

-$31.0K

0 -100%

增持

— Diamond Offshore Drilling Inc

+$29.0K

7,324 +65%

建仓

IR Ingersoll Rand Inc.

+$27.0K

350

减持

— Globant SA

-$26.0K

972 -25%

建仓

— General Electric Company

+$26.0K

210

增持

— Similarweb Ltd.

+$24.0K

9,166 +119%

建仓

— Eventbrite Inc.

+$24.0K

2,920

减持

— Eaton Corp. Plc

-$22.0K

223 -37%

减持

— SEMrush Holdings Inc.

+$20.0K

7,264 -25%

清仓

ULTA Ulta Beauty Inc

-$10.0K

0 -100%

增持

— Aptiv PLC

+$4.0K

440 +22%

增持

— PropertyGuru Group Limited

-$4.0K

32,722 +7%