Antipodes Partners

Antipodes Partners as of Sept. 30, 2020

Portfolio Holdings for Antipodes Partners

Antipodes Partners holds 34 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corp SHS (MSFT) 7.6 $167M 792k 210.33
Capital One Finl Corp SHS (COF) 6.9 $150M 2.1M 71.86
Alibaba Group Hldg Adr (BABA) 6.6 $145M 491k 293.98
Merck & Co SHS (MRK) 6.6 $144M 1.7M 82.95
Coca Cola SHS (KO) 5.8 $128M 2.6M 49.37
Yum China Hldgs SHS (YUMC) 5.6 $122M 2.3M 52.95
Vmware SHS 4.6 $101M 705k 143.67
Medtronic SHS (MDT) 4.4 $96M 922k 103.92
Qorvo SHS (QRVO) 3.6 $78M 602k 129.01
Lowes Cos SHS (LOW) 3.5 $76M 460k 165.86
Amazon SHS (AMZN) 3.3 $73M 23k 3148.71
Fmc Technologies SHS 2.9 $64M 10M 6.31
T Mobile Us SHS (TMUS) 2.9 $64M 560k 114.36
Facebook Inc. Class A FB-US SHS (META) 2.9 $64M 243k 261.90
Simon Ppty Group SHS (SPG) 2.8 $61M 938k 64.68
Dell Technologies SHS 2.7 $58M 861k 67.69
Seagate Technology SHS 2.6 $57M 1.2M 49.27
Tapestry SHS (TPR) 2.4 $53M 3.4M 15.63
Qualcomm SHS (QCOM) 2.3 $51M 435k 117.68
Booking Holdings SHS (BKNG) 2.2 $49M 29k 1710.65
JD Adr (JD) 2.2 $49M 626k 77.61
Amerisourcebergen Corp SHS (COR) 2.2 $48M 496k 96.92
Pepsico SHS (PEP) 2.1 $46M 334k 138.60
General Electric SHS 2.0 $43M 6.9M 6.23
Roku SHS (ROKU) 2.0 $43M 229k 188.80
Barrick Gold Corp SHS (GOLD) 1.5 $34M 1.2M 28.11
Micron Technology SHS (MU) 1.4 $30M 639k 46.96
Ulta Beauty SHS (ULTA) 1.3 $29M 127k 223.97
Nordstrom SHS 1.2 $25M 2.1M 11.92
Gilead Sciences SHS (GILD) 1.0 $23M 355k 63.19
Walgreens Boots Alliance SHS 0.4 $8.0M 223k 35.92
Hdfc Bank Adr (HDB) 0.3 $5.8M 116k 49.96
GDS HLDGS Adr (GDS) 0.0 $453k 5.5k 81.77
Icici Bk Adr (IBN) 0.0 $28k 2.9k 9.66