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 |
