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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 94 项
建仓 19
增持 22
减持 40
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
—
Alcon AG
+$107.6M
1,076,360
建仓
WDAY
Workday Inc
+$96.5M
394,975
减持
COR
Cencora Inc
-$76.4M
147,972
-70%
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
TECK
Teck Resources Ltd
-$75.4M
27,340
-98%
增持
—
Barrick Gold Corp
+$66.9M
9,642,776
+29%
增持
PDD
PDD Holdings Inc
+$62.1M
467,500
+6697%
建仓
ALLY
Ally Financial Inc
+$59.9M
1,683,184
建仓
—
UBS Group AG
+$57.6M
1,864,442
减持
ITUB
Itau Unibanco Holding SA
-$57.4M
945,338
-91%
增持
COF
Capital One Financial Corp
+$49.6M
958,243
+41%
减持
AEP
American Electric Power Co Inc
-$46.9M
712,731
-48%
减持
FMX
Fomento Economico Mexicano SAB
-$35.6M
635,495
-30%
建仓
—
Flutter Entertainment PLC
+$35.6M
150,907
减持
OXY
Occidental Petroleum Corp
-$35.1M
1,332,387
-19%
增持
AMZN
Amazon.com Inc
+$35.0M
998,811
+28%
减持
NTR
Nutrien Ltd
-$34.1M
925,777
-40%
增持
BEKE
KE Holdings Inc
+$33.3M
4,649,976
+11%
减持
BABA
Alibaba Group Holding Ltd
-$33.2M
375,427
-63%
增持
AEE
Ameren Corp
+$32.1M
1,264,203
+15%
减持
MRK
Merck & Co Inc
-$28.5M
1,575,816
-6%
增持
BKD
Brookdale Senior Living Inc
+$27.4M
4,053,218
+27529%
减持
META
Meta Platforms Inc
-$26.7M
148,322
-33%
建仓
KEYS
Keysight Technologies Inc
+$26.0M
163,742
减持
AEM
Agnico Eagle Mines Ltd
-$23.6M
415,919
-52%
减持
IBKR
Interactive Brokers Group Inc
-$23.5M
46,912
-81%
减持
MSFT
Microsoft Corp
-$22.3M
243,075
-14%
减持
QCOM
QUALCOMM Inc
-$21.2M
460,170
-8%
减持
ALNY
Alnylam Pharmaceuticals Inc
-$21.1M
139,375
-42%
减持
ORCL
Oracle Corp
-$21.0M
914,152
-27%
增持
VTR
Ventas Inc
+$19.5M
1,449,916
+1%
增持
NEM
Newmont Corp
+$18.4M
529,796
+123%
清仓
AMAT
Applied Materials Inc
-$14.9M
0
-100%
减持
—
Frontier Communications Parent
-$14.2M
1,213,949
-45%
增持
MU
Micron Technology Inc
+$12.0M
208,679
+185%
增持
Z
Zillow Group Inc
+$11.7M
185,132
+8539%
减持
ROKU
Roku Inc
-$9.5M
1,993
-99%
减持
AA
Alcoa Corp
-$8.6M
2,189,749
-6%
减持
LOW
Lowe's Cos Inc
+$7.7M
236,590
-7%
减持
GPN
Global Payments Inc
-$7.3M
315,352
-23%
增持
GOOGL
Alphabet Inc
+$6.7M
492,573
+20%
建仓
EGO
Eldorado Gold Corp
+$6.1M
353,968
增持
KO
Coca-Cola Co/The
+$5.9M
300,652
+22%
减持
BIDU
Baidu Inc
+$4.7M
550,535
-11%
建仓
FTS
Fortis Inc/Canada
+$4.2M
92,613
减持
—
LyondellBasell Industries NV
-$3.4M
92,968
-28%
减持
BAH
Booz Allen Hamilton Holding Co
-$3.2M
13,858
-61%
清仓
EXP
Eagle Materials Inc
-$2.9M
0
-100%
清仓
COMP
Compass Inc
-$2.2M
0
-100%
减持
TSM
Taiwan Semiconductor Manufactu
-$2.1M
77,018
-13%
增持
ASAIY
Sendas Distribuidora S/A
-$1.4M
1,144,749
+14%
减持
OTIS
Otis Worldwide Corp
-$1.2M
67,815
-21%
建仓
—
Noble Corp PLC
+$1.1M
31,795
减持
GEV
GE Vernova Inc
-$949.3K
58,940
-37%
清仓
ATHM
Autohome Inc
-$891.6K
0
-100%
清仓
TCOM
Trip.com Group Ltd
-$513.9K
0
-100%
增持
SUZ
Suzano SA
+$503.4K
197,323
+38%
清仓
—
PropertyGuru Group Ltd
-$408.5K
0
-100%
清仓
—
Globant SA
-$281.1K
0
-100%
减持
VLRS
Controladora Vuela Cia de Avia
-$208.3K
864,154
-3%
增持
VRTX
Vertex Pharmaceuticals Inc
-$199.6K
127,853
+0%
增持
—
Altus Power Inc
+$140.8K
62,270
+327%
建仓
—
Seadrill Ltd
+$140.6K
3,538
增持
PBR
Petroleo Brasileiro SA
+$119.9K
11,455
+268%
建仓
MGNI
Magnite Inc
+$98.6K
7,116
建仓
CRTO
Criteo SA
+$95.6K
2,375
清仓
—
R1 RCM Inc
-$85.8K
0
-100%
建仓
IAG
IAMGOLD Corp
+$69.9K
13,324
增持
VEEV
Veeva Systems Inc
+$65.3K
557
+98%
减持
LUMN
Lumen Technologies Inc
+$55.3K
11,386
-51%
建仓
DV
DoubleVerify Holdings Inc
+$54.5K
3,237
建仓
—
Integral Ad Science Holding Co
+$54.3K
5,023
减持
—
Johnson Controls International
-$49.1K
310
-72%
增持
MYRG
MYR Group Inc
+$42.9K
546
+475%
增持
ACIC
American Coastal Insurance Cor
+$39.5K
22,741
+11%
清仓
GDXJ
VanEck Junior Gold Miners ETF
-$30.7K
0
-100%
减持
DASH
DoorDash Inc
+$30.1K
1,240
-8%
清仓
—
Eaton Corp PLC
-$28.8K
0
-100%
建仓
GXO
GXO Logistics Inc
+$24.0K
461
建仓
CERT
Certara Inc
+$20.9K
1,786
减持
GBTG
Global Business Travel Group I
-$20.6K
12,884
-29%
建仓
FLNC
Fluence Energy Inc
+$12.7K
559
清仓
BX
Blackstone Inc
-$12.5K
0
-100%
清仓
ACCD
Accolade Inc
-$11.8K
0
-100%
减持
SHLS
Shoals Technologies Group Inc
-$11.4K
1,954
-46%
增持
AMPL
Amplitude Inc
+$10.9K
9,482
+14%
建仓
ARRY
Array Technologies Inc
+$10.7K
1,628
减持
NU
NU Holdings Ltd/Cayman Islands
-$8.8K
15,417
-9%
减持
MOS
Mosaic Co/The
-$7.0K
1,472
-8%
清仓
TSLA
Tesla Inc
-$5.8K
0
-100%
减持
ARGX
Argenx SE
-$4.7K
54
-32%
减持
—
SimilarWeb Ltd
+$3.9K
10,624
-8%
减持
—
SEMrush Holdings Inc
+$2.6K
2,362
-8%
减持
ADSK
Autodesk Inc
-$2.3K
121
-16%
减持
GPCR
Structure Therapeutics Inc
+$418
481
-9%
