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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 121 项
建仓 22
增持 40
减持 40
清仓 19
方向
标的
Δ市值
现股数(环比)
清仓
—
Barrick Gold Corp
-$196.6M
0
-100%
建仓
B
Barrick Mining Corp
+$169.3M
8,131,094
清仓
JD
JD.com Inc
-$121.0M
0
-100%
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
AMD
Advanced Micro Devices Inc
+$99.7M
702,830
清仓
BEKE
KE Holdings Inc
-$88.9M
0
-100%
建仓
WDAY
Workday Inc
+$78.0M
325,059
建仓
WLK
Westlake Corp
+$62.5M
823,169
建仓
EAT
Brinker International Inc
+$55.7M
308,993
清仓
AA
Alcoa Corp
-$51.5M
0
-100%
减持
MSFT
Microsoft Corp
+$47.9M
479,954
-6%
增持
—
Johnson Controls International
+$43.5M
1,271,772
+12%
清仓
ORCL
Oracle Corp
-$39.4M
0
-100%
减持
CRTO
Criteo SA
-$36.8M
608,302
-58%
增持
NU
NU Holdings Ltd/Cayman Islands
+$34.4M
2,534,686
+7572%
减持
MRK
Merck & Co Inc
-$33.0M
1,814,260
-8%
减持
CX
Cemex SAB de CV
-$32.4M
6,018,838
-54%
减持
GDXJ
VanEck Junior Gold Miners ETF
-$30.8M
58,457
-90%
减持
QCOM
QUALCOMM Inc
-$29.9M
10,086
-95%
减持
AEP
American Electric Power Co Inc
-$23.9M
1,131,459
-13%
建仓
JNJ
Johnson & Johnson
+$23.2M
152,032
减持
GOOGL
Alphabet Inc
+$21.9M
1,148,175
-2%
增持
CRM
Salesforce Inc
+$21.1M
160,912
+89%
减持
KEYS
Keysight Technologies Inc
-$20.8M
727,936
-22%
减持
EQT
EQT Corp
-$20.3M
952,140
-33%
减持
AMZN
Amazon.com Inc
+$19.4M
784,330
-2%
增持
GEV
GE Vernova Inc
+$18.0M
34,137
+43111%
增持
ALLY
Ally Financial Inc
+$17.8M
3,500,623
+8%
增持
MU
Micron Technology Inc
+$17.3M
403,540
+8%
建仓
PHM
PulteGroup Inc
+$16.0M
151,611
减持
NTR
Nutrien Ltd
-$13.3M
460,269
-43%
增持
LSPD
Lightspeed Commerce Inc
+$13.2M
1,150,227
+3785%
减持
—
Alcon AG
-$12.9M
1,129,090
-6%
增持
BKD
Brookdale Senior Living Inc
+$12.8M
14,151,773
+3%
增持
PCOR
Procore Technologies Inc
+$7.0M
197,781
+100%
增持
HDB
HDFC Bank Ltd
+$6.7M
132,410
+153%
减持
COF
Capital One Financial Corp
+$5.8M
941,112
-13%
增持
FMX
Fomento Economico Mexicano SAB
+$5.3M
922,816
+0%
减持
TSM
Taiwan Semiconductor Manufactu
-$4.5M
77,636
-42%
增持
—
LyondellBasell Industries NV
+$4.4M
209,619
+92%
减持
LEN
Lennar Corp
-$4.2M
340,001
-7%
减持
PDD
PDD Holdings Inc
-$4.0M
116,823
-15%
增持
VTR
Ventas Inc
-$3.8M
1,536,041
+5%
减持
EGO
Eldorado Gold Corp
-$3.6M
2,967,440
-22%
增持
—
SEMrush Holdings Inc
+$3.5M
426,215
+898%
建仓
GDX
VanEck Gold Miners ETF/USA
+$3.4M
64,741
减持
ALNY
Alnylam Pharmaceuticals Inc
-$3.0M
122,804
-23%
建仓
CENX
Century Aluminum Co
+$2.8M
153,131
增持
OXY
Occidental Petroleum Corp
-$2.3M
359,488
+2%
建仓
BAH
Booz Allen Hamilton Holding Co
+$1.7M
16,409
减持
SUZ
Suzano SA
-$1.6M
205,166
-45%
清仓
—
Grab Holdings Ltd
-$1.0M
0
-100%
建仓
AZO
AutoZone Inc
+$831.6K
224
减持
YMM
Full Truck Alliance Co Ltd
-$816.2K
68,035
-46%
清仓
VIPS
Vipshop Holdings Ltd
-$755.8K
0
-100%
减持
—
Flutter Entertainment PLC
+$579.2K
118,251
-21%
清仓
HUYA
HUYA Inc
-$563.4K
0
-100%
减持
—
UBS Group AG
+$519.3K
2,432,229
-9%
减持
HCA
HCA Healthcare Inc
-$493.5K
391,458
-10%
增持
OTIS
Otis Worldwide Corp
-$283.7K
71,502
+0%
增持
ROKU
Roku Inc
+$280.7K
7,169
+45%
建仓
SABR
Sabre Corp
+$277.6K
87,855
增持
T
AT&T Inc
+$227.8K
324,832
+0%
清仓
MDB
MongoDB Inc
-$213.7K
0
-100%
清仓
—
Couchbase Inc
-$183.1K
0
-100%
建仓
CHYM
Chime Financial Inc
+$172.6K
5,000
清仓
MOS
Mosaic Co/The
-$150.6K
0
-100%
增持
LX
LexinFintech Holdings Ltd
+$132.5K
63,315
+97%
增持
KO
Coca-Cola Co/The
-$121.2K
162,752
+0%
清仓
GILD
Gilead Sciences Inc
-$120.8K
0
-100%
清仓
BDX
Becton Dickinson & Co
-$118.4K
0
-100%
清仓
—
Medtronic PLC
-$90.5K
0
-100%
增持
GBTG
Global Business Travel Group I
+$90.0K
32,085
+108%
增持
D
Dominion Energy Inc
+$82.1K
2,051
+240%
增持
EXC
Exelon Corp
+$80.4K
2,641
+255%
减持
ABT
Abbott Laboratories
-$67.7K
741
-42%
增持
BRKR
Bruker Corp
+$67.5K
6,788
+34%
减持
ACIC
American Coastal Insurance Cor
-$67.5K
22,021
-18%
建仓
COR
Cencora Inc
+$61.2K
204
减持
DXCM
Dexcom Inc
-$60.3K
844
-57%
减持
—
STERIS PLC
-$58.4K
260
-51%
清仓
RARE
Ultragenyx Pharmaceutical Inc
-$56.8K
0
-100%
减持
MYRG
MYR Group Inc
+$46.4K
704
-2%
增持
DGX
Quest Diagnostics Inc
+$43.9K
1,000
+25%
建仓
HSIC
Henry Schein Inc
+$42.8K
586
建仓
SGMT
Sagimet Biosciences Inc
+$41.2K
5,412
建仓
IRTC
iRhythm Technologies Inc
+$39.3K
255
减持
NEM
Newmont Corp
-$37.6K
396,632
-17%
减持
MGNI
Magnite Inc
-$33.9K
9,162
-59%
清仓
SIBN
SI-BONE Inc
-$33.6K
0
-100%
增持
ORIC
ORIC Pharmaceuticals Inc
+$31.4K
5,194
+36%
清仓
PRCT
PROCEPT BioRobotics Corp
-$29.5K
0
-100%
增持
—
QIAGEN NV
+$29.2K
2,566
+9%
增持
MASS
908 Devices Inc
+$27.1K
6,558
+50%
增持
CERT
Certara Inc
+$24.1K
6,665
+22%
建仓
CORZ
Core Scientific Inc
+$23.7K
1,391
增持
GMED
Globus Medical Inc
-$20.8K
1,814
+4%
建仓
—
Novocure Ltd
+$19.9K
1,119
增持
GE
General Electric Co
+$18.8K
231
+14%
减持
VRTX
Vertex Pharmaceuticals Inc
-$16.3K
241
-5%
清仓
ASHR
Xtrackers Harvest CSI 300 Chin
-$15.6K
0
-100%
建仓
WAY
Waystar Holding Corp
+$15.3K
374
建仓
HUMA
Humacyte Inc
+$15.0K
7,174
增持
ADSK
Autodesk Inc
+$13.7K
172
+14%
增持
NTRA
Natera Inc
+$12.9K
313
+11%
减持
GPCR
Structure Therapeutics Inc
-$12.7K
2,932
-31%
减持
SDGR
Schrodinger Inc/United States
-$11.9K
1,252
-33%
增持
ARGX
Argenx SE
-$10.5K
332
+2%
减持
—
Valaris Ltd
-$10.3K
7,133
-10%
建仓
SQM
Sociedad Quimica y Minera de C
+$8.1K
231
增持
JANX
Janux Therapeutics Inc
+$7.1K
1,048
+66%
增持
—
Establishment Labs Holdings In
+$6.9K
2,048
+4%
增持
APGE
Apogee Therapeutics Inc
+$5.7K
597
+10%
清仓
SHLS
Shoals Technologies Group Inc
-$4.9K
0
-100%
增持
IR
Ingersoll Rand Inc
+$4.0K
313
+14%
增持
—
SimilarWeb Ltd
+$3.6K
17,510
+8%
增持
—
Day One Biopharmaceuticals Inc
+$3.3K
3,006
+47%
减持
NUVL
Nuvalent Inc
-$1.8K
479
-11%
减持
ARRY
Array Technologies Inc
-$1.5K
1,258
-32%
减持
SPRY
ARS Pharmaceuticals Inc
+$1.4K
2,201
-25%
减持
FLNC
Fluence Energy Inc
+$1.3K
1,688
-18%
减持
IMNM
Immunome Inc
+$104
10,261
-28%
