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 (WBA) | 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 |