Antipodes Partners as of June 30, 2019
Portfolio Holdings for Antipodes Partners
Antipodes Partners holds 27 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 8.0 | $173M | 1.3M | 133.96 | |
General Electric Company | 7.1 | $155M | 15M | 10.50 | |
Qualcomm (QCOM) | 7.0 | $152M | 2.0M | 76.07 | |
Cisco Systems (CSCO) | 6.9 | $150M | 2.7M | 54.73 | |
Tapestry (TPR) | 6.4 | $140M | 4.4M | 31.73 | |
Yum China Holdings (YUMC) | 6.0 | $130M | 2.8M | 46.20 | |
Gilead Sciences (GILD) | 5.8 | $127M | 1.9M | 67.56 | |
Merck & Co (MRK) | 5.6 | $123M | 1.5M | 83.85 | |
Expedia (EXPE) | 5.3 | $115M | 866k | 133.03 | |
Barrick Gold Corp (GOLD) | 5.1 | $110M | 7.0M | 15.77 | |
KT Corporation (KT) | 5.0 | $109M | 8.8M | 12.37 | |
Equifax (EFX) | 4.4 | $95M | 705k | 135.24 | |
FMC Technologies | 4.3 | $95M | 3.6M | 25.94 | |
Capital One Financial (COF) | 4.0 | $87M | 961k | 90.74 | |
FedEx Corporation (FDX) | 3.9 | $85M | 517k | 164.19 | |
Alibaba Group Holding (BABA) | 3.7 | $82M | 481k | 169.45 | |
Facebook Inc cl a (META) | 2.8 | $61M | 317k | 193.00 | |
Baidu (BIDU) | 2.3 | $51M | 432k | 117.36 | |
Tiffany & Co. | 1.8 | $38M | 409k | 93.64 | |
Owens Corning (OC) | 1.6 | $36M | 610k | 58.20 | |
Central Fd Cda Ltd cl a | 1.1 | $23M | 1.7M | 13.23 | |
Medtronic (MDT) | 0.9 | $20M | 210k | 97.39 | |
ICICI Bank (IBN) | 0.4 | $8.3M | 660k | 12.59 | |
KB Financial (KB) | 0.4 | $8.0M | 202k | 39.48 | |
Intel Corporation (INTC) | 0.3 | $6.4M | 134k | 47.87 | |
Jd (JD) | 0.0 | $468k | 15k | 30.30 | |
Metropcs Communications (TMUS) | 0.0 | $256k | 3.5k | 74.18 |