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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 142 项
建仓 23
增持 48
减持 47
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
NVDA
NVIDIA Corp
+$123.9M
710,665
增持
HTO
H2O America
+$113.1M
2,249,029
+486%
建仓
DIS
Walt Disney Co/The
+$63.4M
657,521
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
META
Meta Platforms Inc
-$63.2M
96,266
-46%
清仓
AMD
Advanced Micro Devices Inc
-$62.8M
0
-100%
建仓
PGR
Progressive Corp/The
+$58.3M
294,112
增持
CART
Maplebear Inc
+$54.1M
2,359,573
+209%
减持
COF
Capital One Financial Corp
-$53.5M
746,664
-5%
增持
SLB
SLB Ltd
+$47.6M
1,446,935
+107%
增持
—
TotalEnergies SE
+$42.5M
1,430,216
+3%
增持
—
Valaris Ltd
+$40.6M
770,992
+11%
增持
WDAY
Workday Inc
+$40.4M
624,311
+229%
减持
PCOR
Procore Technologies Inc
-$35.1M
478,746
-44%
清仓
LEN
Lennar Corp
-$34.4M
0
-100%
减持
BKD
Brookdale Senior Living Inc
+$32.7M
11,406,814
-0%
清仓
WLK
Westlake Corp
-$30.8M
0
-100%
减持
B
Barrick Mining Corp
-$29.5M
4,055,535
-9%
增持
ALNY
Alnylam Pharmaceuticals Inc
+$29.0M
145,310
+203%
减持
AEP
American Electric Power Co Inc
+$26.4M
1,810,086
-1%
增持
ETR
Entergy Corp
+$26.0M
1,162,738
+3%
增持
SRE
Sempra
+$26.0M
1,722,592
+8%
增持
AMZN
Amazon.com Inc
+$23.9M
1,196,774
+23%
增持
EXC
Exelon Corp
+$23.9M
3,763,381
+2%
减持
EGO
Eldorado Gold Corp
-$23.7M
1,052,142
-37%
减持
ALLY
Ally Financial Inc
-$23.1M
2,281,013
-8%
减持
KEYS
Keysight Technologies Inc
+$21.3M
378,864
-10%
减持
LNG
Cheniere Energy Inc
+$21.2M
329,733
-11%
减持
COLD
Americold Realty Trust Inc
-$20.2M
1,159,803
-55%
建仓
OC
Owens Corning
+$20.0M
184,456
减持
—
UBS Group AG
-$19.1M
587,054
-34%
清仓
CENX
Century Aluminum Co
-$16.6M
0
-100%
增持
AEE
Ameren Corp
+$15.6M
1,271,586
+2%
减持
ORCL
Oracle Corp
-$15.5M
212,117
-12%
增持
FMX
Fomento Economico Mexicano SAB
+$13.4M
996,560
+4%
减持
CHYM
Chime Financial Inc
-$12.7M
155,818
-75%
清仓
LSPD
Lightspeed Commerce Inc
-$12.4M
0
-100%
增持
ENB
Enbridge Inc
+$11.8M
1,895,722
+0%
增持
EVRG
Evergy Inc
+$11.7M
983,388
+4%
增持
DUK
Duke Energy Corp
+$11.4M
777,530
+1%
增持
NI
NiSource Inc
+$10.9M
2,097,998
+1%
清仓
KO
Coca-Cola Co/The
-$10.2M
0
-100%
减持
PSIX
Power Solutions International
-$9.8M
52,877
-77%
增持
—
Ferrovial NV
+$9.2M
2,593,668
+8%
减持
MRK
Merck & Co Inc
+$7.5M
1,441,266
-9%
清仓
—
Noble Corp PLC
-$7.3M
0
-100%
减持
NEM
Newmont Corp
-$6.4M
243,496
-26%
增持
CRM
Salesforce Inc
-$5.7M
459,046
+33%
增持
CCI
Crown Castle Inc
+$5.5M
1,624,180
+14%
减持
KDP
Keurig Dr Pepper Inc
-$5.1M
2,348,581
-2%
减持
D
Dominion Energy Inc
-$5.0M
1,606,387
-10%
增持
MSFT
Microsoft Corp
-$4.8M
531,725
+28%
减持
PDD
PDD Holdings Inc
-$4.3M
66,765
-32%
减持
WTRG
Essential Utilities Inc
-$4.1M
3,018,815
-8%
增持
AMT
American Tower Corp
+$3.9M
436,946
+7%
增持
—
Globant SA
-$3.7M
374,020
+17%
减持
HON
Honeywell International Inc
+$3.6M
161,216
-4%
增持
HUMA
Humacyte Inc
+$3.5M
5,723,750
+49039%
增持
NU
NU Holdings Ltd/Cayman Islands
+$3.2M
4,192,952
+23%
建仓
BAND
Bandwidth Inc
+$2.7M
148,905
减持
ADSK
Autodesk Inc
-$2.1M
13,458
-26%
减持
DGX
Quest Diagnostics Inc
+$2.0M
162,589
-5%
清仓
ASHR
Xtrackers Harvest CSI 300 Chin
-$1.9M
0
-100%
减持
GMED
Globus Medical Inc
-$1.8M
897,607
-1%
建仓
NAVN
Navan Inc
+$1.8M
134,305
建仓
LXU
LSB Industries Inc
+$1.5M
101,927
减持
VTR
Ventas Inc
-$1.5M
792,378
-8%
增持
ROKU
Roku Inc
+$1.3M
29,447
+113%
减持
BABA
Alibaba Group Holding Ltd
-$1.2M
35,208
-9%
建仓
FICO
Fair Isaac Corp
+$1.1M
1,062
建仓
TH
Target Hospitality Corp
+$1.1M
121,912
建仓
—
Seadrill Ltd
+$1.1M
24,830
减持
GPCR
Structure Therapeutics Inc
-$1.1M
45,361
-2%
清仓
GTLB
Gitlab Inc
-$1.0M
0
-100%
减持
OTIS
Otis Worldwide Corp
-$954.0K
61,687
-6%
建仓
SQ
Block Inc
+$930.9K
15,468
增持
SUZ
Suzano SA
+$742.0K
257,130
+31%
增持
HDB
HDFC Bank Ltd
-$679.5K
431,938
+38%
增持
ACIC
American Coastal Insurance Cor
+$645.0K
156,567
+77%
建仓
STNE
StoneCo Ltd
+$643.5K
45,575
建仓
DAVA
Endava PLC
+$583.9K
132,101
减持
JNJ
Johnson & Johnson
+$519.2K
101,023
-14%
建仓
LZ
Legalzoom.com Inc
+$455.1K
80,268
增持
SDGR
Schrodinger Inc/United States
+$442.4K
56,989
+397%
增持
EAT
Brinker International Inc
-$423.6K
586,968
+0%
减持
HCA
HCA Healthcare Inc
+$416.8K
291,452
-1%
清仓
MGNI
Magnite Inc
-$403.0K
0
-100%
清仓
—
Monday.com Ltd
-$351.4K
0
-100%
清仓
SG
Sweetgreen Inc
-$350.7K
0
-100%
增持
CERT
Certara Inc
+$329.2K
61,132
+2691%
清仓
LINE
Lineage Inc
-$235.5K
0
-100%
增持
BRKR
Bruker Corp
+$222.5K
23,313
+77%
减持
—
Alcon AG
-$178.0K
26,559
-1%
增持
CLPR
Clipper Realty Inc
+$178.0K
125,668
+138%
增持
VLRS
Controladora Vuela Cia de Avia
+$145.2K
238,322
+34%
增持
kspi us equity
Kaspi.KZ JSC
+$141.5K
15,577
+20%
减持
ARGX
Argenx SE
-$128.3K
50
-74%
建仓
VNET
Vnet Group Inc
+$116.7K
13,915
减持
TSM
Taiwan Semiconductor Manufactu
+$85.0K
41,944
-10%
清仓
TMO
Thermo Fisher Scientific Inc
-$75.9K
0
-100%
减持
—
Johnson Controls International
-$70.8K
1,058
-39%
建仓
BSX
Boston Scientific Corp
+$70.8K
1,128
清仓
—
Establishment Labs Holdings In
-$70.6K
0
-100%
清仓
—
Medtronic PLC
-$70.1K
0
-100%
建仓
ORA
Ormat Technologies Inc
+$60.4K
540
清仓
—
Amicus Therapeutics Inc
-$55.9K
0
-100%
清仓
APGE
Apogee Therapeutics Inc
-$54.6K
0
-100%
清仓
NOVT
Novanta Inc
-$53.4K
0
-100%
建仓
KWEB
KraneShares CSI China Internet
+$48.5K
2,206
增持
—
STERIS PLC
+$46.1K
612
+74%
增持
IRTC
IRhythm Holdings Inc
+$43.8K
655
+247%
增持
WAT
Waters Corp
+$43.7K
370
+111%
增持
SIBN
SI-BONE Inc
+$41.3K
5,564
+279%
建仓
TARS
Tarsus Pharmaceuticals Inc
+$38.9K
555
增持
IR
Ingersoll Rand Inc
+$35.9K
944
+88%
减持
TDW
Tidewater Inc
-$35.7K
2,889
-47%
建仓
—
Terns Pharmaceuticals Inc
+$24.0K
455
清仓
—
Day One Biopharmaceuticals Inc
-$23.9K
0
-100%
减持
CABA
Cabaletta Bio Inc
-$22.5K
5,616
-67%
增持
FRMI
Fermi Inc
-$22.2K
75,874
+30%
减持
DXCM
Dexcom Inc
-$22.2K
554
-35%
增持
COR
Cencora Inc
+$21.9K
333
+36%
建仓
RLMD
Relmada Therapeutics Inc
+$21.1K
3,035
减持
NTRA
Natera Inc
-$19.6K
280
-15%
减持
VRDN
Viridian Therapeutics Inc
-$19.5K
834
-27%
清仓
SGMT
Sagimet Biosciences Inc
-$18.8K
0
-100%
减持
IMNM
Immunome Inc
-$18.8K
7,818
-12%
增持
SYK
Stryker Corp
+$17.7K
362
+26%
建仓
BIOA
BioAge Labs Inc
+$16.0K
915
清仓
ARRY
Array Technologies Inc
-$15.8K
0
-100%
建仓
ANL
Adlai Nortye Ltd
+$14.2K
2,051
减持
DNTH
Dianthus Therapeutics Inc
+$11.6K
364
-21%
减持
NUVL
Nuvalent Inc
-$11.2K
275
-30%
清仓
JANX
Janux Therapeutics Inc
-$9.9K
0
-100%
减持
IDYA
Ideaya Biosciences Inc
-$9.2K
917
-20%
清仓
SHLS
Shoals Technologies Group Inc
-$8.3K
0
-100%
减持
TNGX
Tango Therapeutics Inc
-$6.1K
1,622
-64%
减持
ORIC
ORIC Pharmaceuticals Inc
-$3.4K
1,278
-47%
增持
IRON
Disc Medicine Inc
-$2.8K
476
+14%
增持
ATAI
AtaiBeckley Inc
-$2.3K
7,529
+6%
增持
TEVA
Teva Pharmaceutical Industries
+$2.2K
2,234
+7%
增持
—
QIAGEN NV
+$2.2K
1,989
+22%
减持
MASS
908 Devices Inc
+$194
4,402
-14%
