Antipodes Partners as of Dec. 31, 2017
Portfolio Holdings for Antipodes Partners
Antipodes Partners holds 25 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cisco Systems (CSCO) | 9.1 | $155M | 4.1M | 38.30 | |
| KT Corporation (KT) | 8.1 | $138M | 8.8M | 15.61 | |
| Microsoft Corporation (MSFT) | 7.7 | $131M | 1.5M | 85.54 | |
| Gilead Sciences (GILD) | 7.5 | $129M | 1.8M | 71.64 | |
| Baidu (BIDU) | 7.5 | $127M | 544k | 234.21 | |
| FMC Technologies | 6.0 | $103M | 3.3M | 31.31 | |
| NetApp (NTAP) | 5.0 | $86M | 1.6M | 55.32 | |
| Qualcomm (QCOM) | 4.8 | $82M | 1.3M | 64.02 | |
| Jd (JD) | 4.6 | $78M | 1.9M | 41.42 | |
| Tapestry (TPR) | 4.5 | $78M | 1.8M | 44.23 | |
| Stars Group | 4.3 | $73M | 3.1M | 23.30 | |
| Michael Kors Holdings | 4.0 | $68M | 1.1M | 62.95 | |
| Cnx Resources Corporation (CNX) | 3.8 | $64M | 4.4M | 14.63 | |
| Oracle Corporation (ORCL) | 3.6 | $62M | 1.3M | 47.28 | |
| Capital One Financial (COF) | 3.6 | $62M | 625k | 99.58 | |
| Tripadvisor (TRIP) | 3.6 | $61M | 1.8M | 34.46 | |
| Office Depot | 2.9 | $49M | 14M | 3.54 | |
| Barrick Gold Corp (GOLD) | 2.8 | $48M | 3.3M | 14.47 | |
| KB Financial (KB) | 2.3 | $39M | 659k | 58.51 | |
| Fluor Corporation (FLR) | 1.6 | $28M | 536k | 51.65 | |
| Under Armour (UAA) | 1.5 | $26M | 1.8M | 14.43 | |
| Line Corp- | 0.9 | $15M | 357k | 40.99 | |
| Us Natural Gas Fd Etf | 0.2 | $3.3M | 570k | 5.83 | |
| Banco Itau Holding Financeira (ITUB) | 0.1 | $975k | 75k | 13.01 | |
| Bitauto Hldg | 0.1 | $839k | 26k | 31.81 |
