Antipodes Partners as of June 30, 2021
Portfolio Holdings for Antipodes Partners
Antipodes Partners holds 30 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation SHS (MSFT) | 8.6 | $239M | 884k | 270.90 | |
| Exxon Mobil Corporation SHS (XOM) | 5.8 | $162M | 2.6M | 63.08 | |
| Merck & Co SHS (MRK) | 5.8 | $160M | 2.1M | 77.77 | |
| General Electric Company SHS | 5.7 | $158M | 1.5M | 107.68 | |
| Teck Resources SHS (TECK) | 5.5 | $151M | 6.6M | 23.04 | |
| Frontier Communications Parent SHS (FYBR) | 5.1 | $142M | 5.4M | 26.40 | |
| Amazon.com SHS (AMZN) | 4.9 | $137M | 40k | 3440.14 | |
| Walgreens Boots Alliance SHS | 4.9 | $136M | 2.6M | 52.61 | |
| Medtronic SHS (MDT) | 4.7 | $130M | 1.0M | 124.13 | |
| Coca-Cola Company SHS (KO) | 4.6 | $129M | 2.4M | 54.11 | |
| Facebook SHS (META) | 4.6 | $128M | 368k | 347.71 | |
| Lowe's Companies SHS (LOW) | 4.2 | $117M | 604k | 193.97 | |
| Trip.com Group Adr (TCOM) | 3.7 | $103M | 2.9M | 35.46 | |
| Qorvo SHS (QRVO) | 3.6 | $101M | 517k | 195.65 | |
| T-Mobile US SHS (TMUS) | 3.6 | $101M | 695k | 144.83 | |
| VMware SHS | 3.5 | $98M | 611k | 159.97 | |
| Capital One Financial Corporation SHS (COF) | 3.1 | $87M | 563k | 154.69 | |
| Oracle Corporation SHS (ORCL) | 2.6 | $73M | 941k | 77.84 | |
| Yum China Holdings SHS (YUMC) | 2.6 | $73M | 1.1M | 66.25 | |
| AmerisourceBergen Corporation SHS | 2.2 | $62M | 541k | 114.49 | |
| Tapestry SHS (TPR) | 2.1 | $58M | 1.3M | 43.48 | |
| Interactive Brokers Group SHS (IBKR) | 1.9 | $51M | 782k | 65.73 | |
| Sonos SHS (SONO) | 1.8 | $51M | 1.5M | 35.23 | |
| Twitter SHS | 1.7 | $47M | 679k | 68.81 | |
| PagerDuty SHS (PD) | 1.3 | $36M | 841k | 42.58 | |
| Roku SHS (ROKU) | 1.2 | $33M | 73k | 459.24 | |
| HDFC Bank Adr (HDB) | 0.2 | $5.5M | 76k | 73.11 | |
| JD.com Adr (JD) | 0.1 | $2.1M | 26k | 79.80 | |
| MercadoLibre SA SHS (MELI) | 0.1 | $2.1M | 1.3k | 1557.58 | |
| ICICI Bank Adr (IBN) | 0.0 | $180k | 11k | 17.09 |
