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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 113 项
建仓 38
增持 39
减持 22
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
HCA
HCA Healthcare Inc
+$141.8M
435,423
+1415%
增持
JD
JD.com Inc
+$73.1M
2,942,624
+113%
减持
T
AT&T Inc
-$56.1M
324,356
-89%
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。
增持
BKD
Brookdale Senior Living Inc
+$47.6M
13,684,500
+81%
减持
ORCL
Oracle Corp
-$46.9M
282,070
-46%
建仓
LEN
Lennar Corp
+$41.8M
364,040
增持
—
Barrick Gold Corp
+$40.8M
10,112,758
+1%
增持
KEYS
Keysight Technologies Inc
+$39.5M
935,490
+49%
减持
OXY
Occidental Petroleum Corp
-$36.2M
353,553
-67%
建仓
GDXJ
VanEck Junior Gold Miners ETF
+$34.8M
608,191
建仓
MU
Micron Technology Inc
+$32.5M
373,485
减持
QCOM
QUALCOMM Inc
-$27.2M
205,161
-46%
增持
EGO
Eldorado Gold Corp
+$24.6M
3,802,895
+44%
减持
CRM
Salesforce Inc
-$20.4M
85,053
-34%
清仓
—
Frontier Communications Parent
-$20.3M
0
-100%
增持
FMX
Fomento Economico Mexicano SAB
+$20.0M
919,722
+13%
清仓
WDAY
Workday Inc
-$18.4M
0
-100%
增持
GOOGL
Alphabet Inc
-$16.5M
1,166,898
+12%
增持
—
Alcon AG
+$15.3M
1,195,712
+4%
减持
KO
Coca-Cola Co/The
-$15.2M
162,467
-62%
减持
BABA
Alibaba Group Holding Ltd
-$13.7M
43,622
-81%
减持
VTR
Ventas Inc
+$13.5M
1,466,460
-1%
减持
AEP
American Electric Power Co Inc
+$13.4M
1,293,244
-7%
增持
ALLY
Ally Financial Inc
+$12.1M
3,251,276
+10%
增持
CRTO
Criteo SA
+$12.0M
1,451,188
+46%
减持
CX
Cemex SAB de CV
-$11.9M
13,208,763
-13%
增持
AMZN
Amazon.com Inc
+$11.6M
802,573
+25%
增持
ALNY
Alnylam Pharmaceuticals Inc
+$11.6M
159,554
+19%
增持
AA
Alcoa Corp
-$10.9M
1,687,529
+2%
增持
NEM
Newmont Corp
+$10.3M
479,396
+39%
增持
COF
Capital One Financial Corp
+$9.7M
1,084,639
+5%
减持
EQT
EQT Corp
+$7.9M
1,419,954
-4%
增持
MRK
Merck & Co Inc
-$7.3M
1,967,970
+6%
清仓
ASAIY
Sendas Distribuidora S/A
-$6.9M
0
-100%
增持
—
UBS Group AG
+$6.6M
2,684,289
+10%
建仓
PCOR
Procore Technologies Inc
+$6.5M
98,934
清仓
AEM
Agnico Eagle Mines Ltd
-$6.5M
0
-100%
减持
NTR
Nutrien Ltd
-$5.8M
807,845
-21%
减持
BEKE
KE Holdings Inc
-$5.3M
4,423,574
-13%
减持
—
Johnson Controls International
-$5.1M
1,133,680
-7%
增持
MSFT
Microsoft Corp
+$5.0M
508,278
+15%
建仓
HDB
HDFC Bank Ltd
+$3.5M
52,397
增持
PDD
PDD Holdings Inc
+$3.1M
136,748
+1%
增持
—
Flutter Entertainment PLC
+$2.2M
150,231
+27%
减持
SUZ
Suzano SA
-$1.8M
375,264
-28%
增持
OTIS
Otis Worldwide Corp
+$1.7M
71,354
+16%
增持
TSM
Taiwan Semiconductor Manufactu
+$1.6M
133,009
+28%
清仓
VLRS
Controladora Vuela Cia de Avia
-$1.6M
0
-100%
增持
YMM
Full Truck Alliance Co Ltd
+$1.1M
126,834
+168%
增持
—
LyondellBasell Industries NV
+$928.7K
109,341
+20%
建仓
VIPS
Vipshop Holdings Ltd
+$755.8K
48,195
建仓
HUYA
HUYA Inc
+$563.4K
175,498
增持
—
Grab Holdings Ltd
+$445.5K
227,471
+84%
清仓
—
Altus Power Inc
-$403.7K
0
-100%
建仓
LSPD
Lightspeed Commerce Inc
+$259.0K
29,609
清仓
VEEV
Veeva Systems Inc
-$251.9K
0
-100%
减持
ACIC
American Coastal Insurance Cor
-$238.4K
26,997
-34%
建仓
MDB
MongoDB Inc
+$213.7K
1,218
建仓
BRKR
Bruker Corp
+$212.1K
5,082
清仓
AMPL
Amplitude Inc
-$190.8K
0
-100%
建仓
ABT
Abbott Laboratories
+$168.5K
1,270
清仓
DASH
DoorDash Inc
-$151.2K
0
-100%
减持
GBTG
Global Business Travel Group I
-$145.1K
15,442
-44%
建仓
DGX
Quest Diagnostics Inc
+$135.7K
802
建仓
DXCM
Dexcom Inc
+$134.0K
1,962
建仓
GMED
Globus Medical Inc
+$127.9K
1,747
增持
MGNI
Magnite Inc
+$126.4K
22,339
+177%
建仓
VRTX
Vertex Pharmaceuticals Inc
+$123.6K
255
减持
LX
LexinFintech Holdings Ltd
+$122.3K
32,111
-8%
增持
ARGX
Argenx SE
+$122.2K
327
+182%
建仓
—
STERIS PLC
+$120.8K
533
建仓
GILD
Gilead Sciences Inc
+$120.8K
1,078
增持
NU
NU Holdings Ltd/Cayman Islands
+$119.2K
33,039
+56%
建仓
BDX
Becton Dickinson & Co
+$118.4K
517
增持
—
SEMrush Holdings Inc
+$116.9K
42,686
+80%
清仓
—
Marqeta Inc
-$111.3K
0
-100%
建仓
IMNM
Immunome Inc
+$95.3K
14,164
建仓
—
QIAGEN NV
+$94.2K
2,345
建仓
—
Medtronic PLC
+$90.5K
1,007
清仓
PBR
Petroleo Brasileiro SA
-$81.6K
0
-100%
建仓
—
Establishment Labs Holdings In
+$80.6K
1,975
增持
MOS
Mosaic Co/The
+$72.8K
5,575
+76%
清仓
BIDU
Baidu Inc
-$66.8K
0
-100%
增持
ROKU
Roku Inc
+$66.0K
4,960
+30%
减持
AEE
Ameren Corp
-$64.7K
1,308
-41%
建仓
RARE
Ultragenyx Pharmaceutical Inc
+$56.8K
1,568
增持
GPCR
Structure Therapeutics Inc
+$45.5K
4,247
+311%
建仓
NTRA
Natera Inc
+$40.0K
283
建仓
NUVL
Nuvalent Inc
+$38.3K
540
建仓
SDGR
Schrodinger Inc/United States
+$37.1K
1,878
建仓
SPRY
ARS Pharmaceuticals Inc
+$37.0K
2,943
建仓
EXC
Exelon Corp
+$34.2K
743
建仓
D
Dominion Energy Inc
+$33.9K
604
建仓
SIBN
SI-BONE Inc
+$33.6K
2,394
增持
—
Valaris Ltd
+$30.0K
7,913
+25%
建仓
PRCT
PROCEPT BioRobotics Corp
+$29.5K
507
建仓
GEV
GE Vernova Inc
+$24.1K
79
清仓
IAG
IAMGOLD Corp
-$22.9K
0
-100%
建仓
ORIC
ORIC Pharmaceuticals Inc
+$21.3K
3,822
建仓
APGE
Apogee Therapeutics Inc
+$20.3K
542
建仓
MASS
908 Devices Inc
+$19.6K
4,382
建仓
JANX
Janux Therapeutics Inc
+$17.1K
632
建仓
—
Day One Biopharmaceuticals Inc
+$16.2K
2,043
建仓
ASHR
Xtrackers Harvest CSI 300 Chin
+$15.6K
15,550
减持
—
Couchbase Inc
-$14.5K
11,627
-8%
增持
GE
General Electric Co
+$12.4K
203
+20%
增持
MYRG
MYR Group Inc
-$10.6K
719
+16%
减持
SHLS
Shoals Technologies Group Inc
-$7.6K
1,486
-35%
减持
IR
Ingersoll Rand Inc
-$6.3K
275
-12%
增持
ARRY
Array Technologies Inc
-$1.6K
1,841
+6%
增持
ADSK
Autodesk Inc
-$1.3K
151
+9%
清仓
EWZ
iShares MSCI Brazil ETF
-$712
0
-100%
增持
FLNC
Fluence Energy Inc
-$465
2,062
+213%
