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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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 76 项建仓 13增持 18减持 29清仓 16

方向

标的

Δ市值

现股数(环比)

建仓

QCOM QUALCOMM Incorporated

+$99.1M

585,590

增持

— Stellantis N.V.

+$87.4M

3,089,187 +184881%

减持

BIDU Baidu Inc.

-$57.4M

1,081,853 -25%

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

FLS Flowserve Corporation

-$53.8M

0 -100%

减持

— Frontier Communications Parent Inc.

-$50.9M

3,002,523 -39%

减持

COMP Compass Inc

-$49.7M

3,599,933 -78%

增持

AMAT Applied Materials Inc.

+$49.5M

265,921 +708%

清仓

CFG Citizens Financial Group Inc.

-$43.0M

0 -100%

增持

VRTX Vertex Pharmaceuticals Incorporated

+$42.0M

189,400 +113%

减持

BABA Alibaba Group Holding Ltd.

-$38.9M

740,113 -38%

清仓

INTC Intel Corporation

-$37.9M

0 -100%

增持

ALLY Ally Financial Inc

+$34.1M

1,529,093 +91%

减持

TECK Teck Resources Ltd

-$32.3M

1,052,656 -45%

减持

ORCL Oracle Corporation

+$30.6M

1,639,887 -1%

建仓

AEE Ameren Corporation

+$27.9M

377,161

减持

ITUB Itau Unibanco Holding S.A.

-$27.9M

13,684,096 -22%

减持

ROKU Roku Inc.

-$27.6M

359,328 -35%

减持

GPN Global Payments Inc.

-$26.3M

316,937 -41%

减持

AEP American Electric Power Company Inc.

-$25.1M

1,590,311 -20%

清仓

PINS Pinterest Inc.

-$22.4M

0 -100%

增持

NTR Nutrien Ltd.

+$21.2M

2,045,679 +28%

增持

BEKE KE Holdings Inc.

+$20.3M

1,494,261 +12023%

清仓

— DiDi Global Inc.

-$20.0M

0 -100%

增持

FMX Fomento Economico Mexicano SAB de CV

+$20.0M

945,491 +19%

增持

AEM Agnico Eagle Mines Limited

+$19.0M

1,016,850 +34%

减持

— LyondellBasell Industries NV

-$16.0M

782,796 -23%

减持

AMZN Amazon.com Inc.

+$15.6M

833,424 -6%

减持

MSFT Microsoft Corporation

+$14.4M

424,851 -3%

减持

MU Micron Technology Inc.

-$13.7M

619,402 -39%

建仓

VLRS Controladora Vuela Compania de Aviacion SAB de CV

+$13.6M

1,832,109

减持

LOW Lowe's Companies Inc.

-$13.1M

332,106 -24%

减持

MRK Merck & Co. Inc.

+$12.2M

1,889,305 -13%

减持

OXY Occidental Petroleum Corporation

+$11.0M

2,319,869 -1%

清仓

— Controladora Vuela Compania de Aviacion SAB de CV

-$9.0M

0 -100%

增持

— Johnson Controls International plc

+$8.9M

360,968 +42%

建仓

GOOGL Alphabet Inc.

+$8.8M

57,987

减持

COF Capital One Financial Corporation

+$7.3M

585,521 -4%

减持

BAH Booz Allen Hamilton Holding Corporation

-$6.9M

47,020 -57%

清仓

GMAB Genmab A/S

-$5.9M

0 -100%

增持

ALNY Alnylam Pharmaceuticals Inc

-$5.5M

205,579 +9%

减持

COR Cencora Inc

-$5.4M

492,869 -19%

减持

META Meta Platforms Inc.

+$4.9M

214,322 -23%

增持

— Barrick Gold Corporation

-$4.8M

8,704,623 +5%

减持

IBKR Interactive Brokers Group Inc.

+$3.7M

298,322 -16%

清仓

GM General Motors Company

-$2.5M

0 -100%

减持

TCOM Trip.com Group Ltd.

+$1.5M

187,790 -0%

增持

OTIS Otis Worldwide Corporation

+$881.0K

85,810 +1%

减持

ASAIY Sendas Distribuidora SA

+$767.0K

1,164,417 -2%

减持

KO Coca-Cola Company

+$531.0K

246,933 -0%

减持

— Noble Corporation

-$384.0K

547,812 -2%

减持

SUZ Suzano SA

+$226.0K

299,848 -6%

建仓

ARES Ares Management Corporation

+$188.0K

1,578

建仓

BX Blackstone Inc.

+$154.0K

1,185

建仓

kspi us equity Kaspi.kz Joint Stock Company

+$128.0K

994

清仓

SQM Sociedad Quimica Y Minera De Chile S.A.

-$116.0K

0 -100%

建仓

GBTG Global Business Travel Group Inc.

+$109.0K

18,136

清仓

— Diamond Offshore Drilling Inc

-$95.0K

0 -100%

建仓

AMPL Amplitude Inc

+$95.0K

8,734

建仓

— Eventbrite Inc.

+$70.0K

12,690

增持

GDXJ VanEck Vectors Junior Gold Miners ETF

+$64.0K

2,877 +136%

建仓

RDDT Reddit Inc.

+$63.0K

1,276

清仓

— R1 RCM Inc

-$59.0K

0 -100%

清仓

— Seagate Technology PLC

-$53.0K

0 -100%

增持

— PropertyGuru Group Limited

+$53.0K

42,641 +30%

增持

— Altus Power Inc.

-$37.0K

35,198 +17%

增持

ACIC American Coastal Insurance Corp.

+$32.0K

20,551 +3%

增持

— Globant SA

-$31.0K

989 +2%

建仓

GE General Electric Company

+$31.0K

210

建仓

GEV GE Vernova Inc.

+$30.0K

232

增持

SHLS Shoals Technologies Group Inc.

+$29.0K

4,793 +122%

清仓

— Vantage Drilling International

-$29.0K

0 -100%

清仓

— General Electric Company

-$26.0K

0 -100%

清仓

— Eventbrite Inc.

-$24.0K

0 -100%

清仓

HSIC Henry Schein Inc.

-$23.0K

0 -100%

减持

NU Nu Holdings Ltd.

+$21.0K

22,378 -25%

减持

— Similarweb Ltd.

-$1.0K

5,204 -43%