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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 97 项
建仓 13
增持 42
减持 23
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
Alphabet Inc
+$115.3M
1,040,359
+111%
减持
AEE
Ameren Corp
-$110.4M
2,199
-100%
增持
—
Johnson Controls International
+$95.9M
1,215,361
+391952%
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
CX
Cemex SAB de CV
+$86.1M
15,256,910
清仓
META
Meta Platforms Inc
-$84.9M
0
-100%
增持
MSFT
Microsoft Corp
+$81.2M
440,815
+81%
减持
WDAY
Workday Inc
-$78.2M
71,115
-82%
增持
KEYS
Keysight Technologies Inc
+$74.6M
626,145
+282%
减持
ORCL
Oracle Corp
-$69.5M
517,993
-43%
建仓
EQT
EQT Corp
+$68.0M
1,474,111
建仓
T
AT&T Inc
+$65.3M
2,867,064
清仓
LOW
Lowe's Cos Inc
-$64.1M
0
-100%
清仓
VRTX
Vertex Pharmaceuticals Inc
-$59.5M
0
-100%
减持
BIDU
Baidu Inc
-$57.9M
792
-100%
增持
AEP
American Electric Power Co Inc
+$54.7M
1,386,375
+95%
减持
PDD
PDD Holdings Inc
-$49.9M
135,379
-71%
建仓
JD
JD.com Inc
+$47.9M
1,382,875
增持
ALLY
Ally Financial Inc
+$46.5M
2,956,037
+76%
减持
AMZN
Amazon.com Inc
-$45.1M
642,918
-36%
建仓
CRM
Salesforce Inc
+$43.2M
129,327
增持
COF
Capital One Financial Corp
+$41.3M
1,036,103
+8%
增持
CRTO
Criteo SA
+$39.3M
994,555
+41776%
增持
—
Barrick Gold Corp
-$36.0M
10,051,460
+4%
清仓
COR
Cencora Inc
-$33.3M
0
-100%
增持
EGO
Eldorado Gold Corp
+$33.3M
2,649,986
+649%
清仓
GPN
Global Payments Inc
-$32.3M
0
-100%
减持
AEM
Agnico Eagle Mines Ltd
-$27.0M
82,934
-80%
减持
—
Frontier Communications Parent
-$22.8M
585,969
-52%
减持
AA
Alcoa Corp
-$22.1M
1,651,009
-25%
清仓
MU
Micron Technology Inc
-$21.6M
0
-100%
减持
BABA
Alibaba Group Holding Ltd
-$20.4M
229,813
-39%
减持
QCOM
QUALCOMM Inc
-$19.6M
381,985
-17%
增持
—
UBS Group AG
+$17.4M
2,449,761
+31%
减持
NEM
Newmont Corp
-$15.5M
343,916
-35%
清仓
GEV
GE Vernova Inc
-$15.0M
0
-100%
减持
OXY
Occidental Petroleum Corp
-$15.0M
1,086,753
-18%
清仓
Z
Zillow Group Inc
-$11.8M
0
-100%
增持
BKD
Brookdale Senior Living Inc
+$10.5M
7,560,262
+87%
增持
—
Alcon AG
-$10.4M
1,145,362
+6%
建仓
HCA
HCA Healthcare Inc
+$8.6M
28,741
增持
TSM
Taiwan Semiconductor Manufactu
+$7.1M
103,704
+35%
增持
FMX
Fomento Economico Mexicano SAB
+$7.0M
815,739
+28%
减持
ALNY
Alnylam Pharmaceuticals Inc
-$6.9M
133,759
-4%
清仓
IBKR
Interactive Brokers Group Inc
-$6.5M
0
-100%
清仓
ITUB
Itau Unibanco Holding SA
-$6.3M
0
-100%
增持
VTR
Ventas Inc
-$5.6M
1,483,586
+2%
增持
KO
Coca-Cola Co/The
+$5.3M
431,551
+44%
增持
MRK
Merck & Co Inc
+$5.0M
1,848,631
+17%
减持
—
Flutter Entertainment PLC
-$4.9M
118,241
-22%
清仓
FTS
Fortis Inc/Canada
-$4.2M
0
-100%
减持
VLRS
Controladora Vuela Cia de Avia
-$3.9M
209,934
-76%
增持
SUZ
Suzano SA
+$3.3M
517,821
+162%
清仓
BAH
Booz Allen Hamilton Holding Co
-$2.3M
0
-100%
减持
—
LyondellBasell Industries NV
-$2.1M
91,140
-2%
增持
BEKE
KE Holdings Inc
+$1.6M
5,112,392
+10%
增持
NTR
Nutrien Ltd
+$1.5M
1,027,292
+11%
清仓
TECK
Teck Resources Ltd
-$1.4M
0
-100%
减持
OTIS
Otis Worldwide Corp
-$1.3M
61,679
-9%
清仓
—
Noble Corp PLC
-$1.1M
0
-100%
增持
ASAIY
Sendas Distribuidora S/A
-$927.0K
1,554,561
+36%
建仓
—
Grab Holdings Ltd
+$585.0K
123,941
建仓
YMM
Full Truck Alliance Co Ltd
+$511.4K
47,261
清仓
—
BILIBILI INC
-$495.4K
0
-100%
增持
ACIC
American Coastal Insurance Cor
+$294.5K
40,920
+80%
建仓
—
Valaris Ltd
+$280.7K
6,345
增持
—
SEMrush Holdings Inc
+$244.2K
23,681
+903%
增持
—
Altus Power Inc
+$205.7K
99,181
+59%
建仓
LX
LexinFintech Holdings Ltd
+$201.7K
34,769
建仓
—
Couchbase Inc
+$197.6K
12,674
增持
GBTG
Global Business Travel Group I
+$158.1K
27,712
+115%
清仓
—
Seadrill Ltd
-$140.6K
0
-100%
增持
—
SimilarWeb Ltd
+$135.2K
16,166
+52%
增持
VEEV
Veeva Systems Inc
+$135.0K
1,198
+115%
增持
ROKU
Roku Inc
+$134.6K
3,812
+91%
建仓
—
Marqeta Inc
+$111.3K
29,359
增持
AMPL
Amplitude Inc
+$105.7K
18,081
+91%
减持
PBR
Petroleo Brasileiro SA
-$83.5K
6,346
-45%
清仓
DV
DoubleVerify Holdings Inc
-$54.5K
0
-100%
清仓
—
Integral Ad Science Holding Co
-$54.3K
0
-100%
减持
IAG
IAMGOLD Corp
-$47.1K
4,424
-67%
增持
ARGX
Argenx SE
+$42.1K
116
+115%
增持
MOS
Mosaic Co/The
+$38.4K
3,166
+115%
增持
CERT
Certara Inc
+$37.0K
5,442
+205%
增持
MYRG
MYR Group Inc
+$36.1K
618
+13%
增持
MGNI
Magnite Inc
+$30.0K
8,072
+13%
减持
DASH
DoorDash Inc
-$25.8K
901
-27%
清仓
GXO
GXO Logistics Inc
-$24.0K
0
-100%
增持
NU
NU Holdings Ltd/Cayman Islands
+$8.7K
21,156
+37%
减持
IR
Ingersoll Rand Inc
-$7.7K
313
-15%
增持
ADSK
Autodesk Inc
+$7.5K
138
+14%
增持
GPCR
Structure Therapeutics Inc
+$6.9K
1,034
+115%
减持
GE
General Electric Co
-$6.7K
169
-9%
增持
FLNC
Fluence Energy Inc
-$2.2K
659
+18%
增持
LUMN
Lumen Technologies Inc
-$2.0K
11,499
+1%
增持
SHLS
Shoals Technologies Group Inc
+$1.6K
2,274
+16%
建仓
EWZ
iShares MSCI Brazil ETF
+$712
89
增持
ARRY
Array Technologies Inc
-$217
1,743
+7%
