Antipodes Partners as of Sept. 30, 2017
Portfolio Holdings for Antipodes Partners
Antipodes Partners holds 27 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baidu (BIDU) | 9.8 | $133M | 547k | 243.51 | |
| Gilead Sciences (GILD) | 7.6 | $103M | 1.3M | 80.95 | |
| Microsoft Corporation (MSFT) | 7.3 | $99M | 1.3M | 74.08 | |
| Cisco Systems (CSCO) | 6.8 | $92M | 2.8M | 33.45 | |
| KT Corporation (KT) | 5.7 | $78M | 5.5M | 14.02 | |
| Office Depot | 5.2 | $71M | 16M | 4.55 | |
| 5.2 | $70M | 4.2M | 16.86 | ||
| Michael Kors Holdings | 5.0 | $68M | 1.4M | 47.76 | |
| Qualcomm (QCOM) | 4.9 | $67M | 1.3M | 51.78 | |
| NetApp (NTAP) | 4.7 | $64M | 1.5M | 43.81 | |
| Stars Group | 4.7 | $64M | 3.1M | 20.22 | |
| FMC Technologies | 4.1 | $56M | 2.0M | 27.87 | |
| Oracle Corporation (ORCL) | 4.0 | $54M | 1.1M | 48.17 | |
| Jd (JD) | 3.9 | $53M | 1.4M | 38.50 | |
| CONSOL Energy | 3.8 | $51M | 3.1M | 16.63 | |
| Barrick Gold Corp (GOLD) | 3.5 | $48M | 3.0M | 16.16 | |
| Capital One Financial (COF) | 3.3 | $45M | 538k | 84.31 | |
| Western Union Company (WU) | 3.2 | $44M | 2.3M | 19.11 | |
| KB Financial (KB) | 2.4 | $33M | 671k | 48.42 | |
| ICICI Bank (IBN) | 1.7 | $23M | 2.7M | 8.54 | |
| Us Natural Gas Fd Etf | 1.1 | $15M | 2.3M | 6.58 | |
| Line Corp- | 0.9 | $13M | 361k | 35.92 | |
| Fluor Corporation (FLR) | 0.7 | $9.8M | 232k | 42.12 | |
| Dynegy | 0.4 | $5.3M | 547k | 9.73 | |
| Banco Itau Holding Financeira (ITUB) | 0.1 | $1.0M | 75k | 13.50 | |
| 58 Com Inc spon adr rep a | 0.1 | $729k | 12k | 62.23 | |
| Bitauto Hldg | 0.0 | $494k | 11k | 45.19 |
