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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 82 项建仓 18增持 15减持 40清仓 9

方向

标的

Δ市值

现股数(环比)

建仓

AA Alcoa Corp

+$93.1M

2,339,391

清仓

— Stellantis N.V.

-$87.4M

0 -100%

建仓

VTR Ventas Inc

+$73.5M

1,434,198

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

— LyondellBasell Industries NV

-$67.8M

128,661 -84%

增持

GOOGL Alphabet Inc

+$66.3M

411,936 +610%

减持

MU Micron Technology Inc

-$63.4M

73,248 -88%

清仓

ALLY Ally Financial Inc

-$62.1M

0 -100%

减持

BIDU Baidu Inc

-$60.6M

615,732 -43%

减持

MSFT Microsoft Corp

-$51.8M

284,001 -33%

增持

AEE Ameren Corp

+$50.6M

1,103,565 +193%

减持

OXY Occidental Petroleum Corp

-$46.9M

1,647,144 -29%

减持

MRK Merck & Co Inc

-$41.8M

1,675,646 -11%

减持

AMAT Applied Materials Inc

-$39.9M

63,250 -76%

增持

BEKE KE Holdings Inc

+$38.8M

4,188,521 +180%

减持

NTR Nutrien Ltd

-$32.5M

1,544,505 -24%

减持

ITUB Itau Unibanco Holding SA

-$31.1M

10,909,651 -20%

减持

ORCL Oracle Corp

-$29.2M

1,252,060 -24%

增持

ALNY Alnylam Pharmaceuticals Inc

+$28.7M

238,749 +16%

增持

TECK Teck Resources Ltd

+$28.7M

1,604,845 +52%

减持

LOW Lowe's Cos Inc

-$28.2M

255,704 -23%

清仓

— Noble Corporation

-$26.6M

0 -100%

减持

FMX Fomento Economico Mexicano SAB

-$24.8M

913,752 -3%

减持

— Johnson Controls International

-$23.5M

1,101 -100%

减持

— Barrick Gold Corp

-$20.0M

7,486,288 -14%

增持

BABA Alibaba Group Holding Ltd

+$19.5M

1,015,170 +37%

减持

VRTX Vertex Pharmaceuticals Inc

-$18.5M

127,295 -33%

减持

AEP American Electric Power Co Inc

-$16.9M

1,368,543 -14%

减持

— Frontier Communications Parent

-$16.2M

2,190,845 -27%

增持

GEV GE Vernova Inc

+$15.9M

93,166 +40058%

建仓

TSM Taiwan Semiconductor Manufactu

+$15.4M

88,871

减持

ROKU Roku Inc

-$13.8M

160,659 -55%

减持

COMP Compass Inc

-$10.8M

604,091 -83%

减持

COR Cencora Inc

-$10.0M

487,101 -1%

减持

VLRS Controladora Vuela Cia de Avia

-$7.9M

892,895 -51%

减持

ASAIY Sendas Distribuidora S/A

-$7.9M

1,002,298 -14%

减持

TCOM Trip.com Group Ltd

-$7.7M

10,933 -94%

增持

META Meta Platforms Inc

+$7.5M

221,329 +3%

增持

COF Capital One Financial Corp

+$6.8M

678,472 +16%

增持

NEM Newmont Corp

+$4.3M

237,864 +51%

减持

AEM Agnico Eagle Mines Ltd

-$3.5M

873,167 -14%

减持

IBKR Interactive Brokers Group Inc

-$3.2M

245,387 -18%

增持

GPN Global Payments Inc

-$2.7M

409,834 +29%

减持

SUZ Suzano SA

-$2.4M

143,130 -52%

减持

BAH Booz Allen Hamilton Holding Co

-$1.5M

35,605 -24%

建仓

PDD PDD Holdings Inc

+$914.4K

6,878

建仓

ATHM Autohome Inc

+$891.6K

32,480

减持

AMZN Amazon.com Inc

+$826.4K

782,196 -6%

减持

KO Coca-Cola Co/The

+$566.3K

246,242 -0%

建仓

— BILI 0 1/2 12/01/26

+$483.9K

500,000

减持

QCOM QUALCOMM Inc

+$341.0K

499,453 -15%

减持

OTIS Otis Worldwide Corp

-$290.5K

85,472 -0%

增持

— PropertyGuru Group Ltd

+$246.5K

84,223 +98%

清仓

ARES Ares Management Corporation

-$188.0K

0 -100%

减持

BX Blackstone Inc

-$141.5K

737 -38%

清仓

kspi us equity Kaspi.kz Joint Stock Company

-$128.0K

0 -100%

减持

— Altus Power Inc

-$110.8K

14,597 -59%

建仓

BKD Brookdale Senior Living Inc

+$100.2K

14,670

建仓

Z Zillow Group Inc

+$99.4K

2,143

建仓

— R1 RCM Inc

+$85.8K

6,835

增持

— Globant SA

+$81.1K

1,577 +59%

减持

GDXJ VanEck Junior Gold Miners ETF

-$79.3K

730 -75%

清仓

— Eventbrite Inc.

-$70.0K

0 -100%

清仓

RDDT Reddit Inc.

-$63.0K

0 -100%

减持

— SEMrush Holdings Inc

-$61.5K

2,576 -65%

建仓

VEEV Veeva Systems Inc

+$51.6K

282

减持

NU NU Holdings Ltd/Cayman Islands

-$47.7K

16,944 -24%

建仓

MOS Mosaic Co/The

+$46.4K

1,606

清仓

VIRT Virtu Financial Inc.

-$46.0K

0 -100%

建仓

PBR Petroleo Brasileiro SA

+$45.2K

3,117

增持

— SimilarWeb Ltd

+$43.0K

11,580 +123%

减持

— Eaton Corp PLC

-$41.2K

92 -59%

减持

SHLS Shoals Technologies Group Inc

-$39.6K

3,588 -25%

建仓

ADSK Autodesk Inc

+$35.6K

144

清仓

— Aptiv PLC

-$35.0K

0 -100%

建仓

LUMN Lumen Technologies Inc

+$25.6K

23,256

减持

AMPL Amplitude Inc

-$20.9K

8,330 -5%

建仓

GPCR Structure Therapeutics Inc

+$20.7K

527

建仓

MYRG MYR Group Inc

+$12.9K

95

建仓

ACCD Accolade Inc

+$11.8K

3,297

建仓

TSLA Tesla Inc

+$5.8K

290

减持

GE General Electric Co

-$1.6K

185 -12%

增持

IR Ingersoll Rand Inc

+$338

367 +5%