Antipodes Partners as of March 31, 2019
Portfolio Holdings for Antipodes Partners
Antipodes Partners holds 28 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cisco Systems (CSCO) | 8.7 | $176M | 3.2M | 53.99 | |
| Microsoft Corporation (MSFT) | 8.1 | $164M | 1.4M | 117.94 | |
| General Electric Company | 6.9 | $140M | 14M | 9.99 | |
| KT Corporation (KT) | 6.7 | $136M | 11M | 12.44 | |
| Tapestry (TPR) | 6.5 | $133M | 4.1M | 32.49 | |
| Qualcomm (QCOM) | 5.4 | $108M | 1.9M | 57.03 | |
| Baidu (BIDU) | 5.2 | $105M | 634k | 164.85 | |
| Expedia (EXPE) | 5.1 | $104M | 873k | 119.00 | |
| FMC Technologies | 4.9 | $99M | 4.2M | 23.52 | |
| Barrick Gold Corp (GOLD) | 4.6 | $93M | 6.8M | 13.71 | |
| Gilead Sciences (GILD) | 4.5 | $91M | 1.4M | 65.01 | |
| Intel Corporation (INTC) | 4.2 | $85M | 1.6M | 53.70 | |
| Jd (JD) | 4.0 | $81M | 2.7M | 30.15 | |
| Range Resources (RRC) | 4.0 | $80M | 7.1M | 11.24 | |
| Capital One Financial (COF) | 3.8 | $77M | 946k | 81.69 | |
| Alphabet Inc Class A cs (GOOGL) | 3.7 | $74M | 63k | 1176.89 | |
| Equifax (EFX) | 3.1 | $63M | 529k | 118.50 | |
| Facebook Inc cl a (META) | 2.4 | $48M | 287k | 166.69 | |
| Cnx Resources Corporation (CNX) | 2.3 | $47M | 4.4M | 10.77 | |
| Owens Corning (OC) | 1.9 | $39M | 831k | 47.12 | |
| Tiffany & Co. | 1.1 | $21M | 201k | 105.55 | |
| Central Fd Cda Ltd cl a | 1.0 | $20M | 1.6M | 12.40 | |
| Yum China Holdings (YUMC) | 0.9 | $19M | 424k | 44.91 | |
| KB Financial (KB) | 0.4 | $7.5M | 202k | 37.06 | |
| ICICI Bank (IBN) | 0.3 | $6.6M | 575k | 11.46 | |
| Wabtec Corporation (WAB) | 0.3 | $5.5M | 75k | 73.72 | |
| Pvh Corporation (PVH) | 0.1 | $1.3M | 11k | 121.95 | |
| Alibaba Group Holding (BABA) | 0.1 | $1.5M | 8.2k | 182.39 |
