Antipodes Partners

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