Antipodes Partners as of Sept. 30, 2021
Portfolio Holdings for Antipodes Partners
Antipodes Partners holds 34 positions in its portfolio as reported in the September 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation SHS (MSFT) | 7.7 | $226M | 802k | 281.92 | |
Cabot Oil & Gas Corporation SHS (CTRA) | 6.2 | $181M | 8.3M | 21.76 | |
Teck Resources SHS (TECK) | 6.1 | $180M | 7.2M | 24.91 | |
Frontier Communications Parent SHS (FYBR) | 6.1 | $177M | 6.4M | 27.87 | |
Exxon Mobil Corporation SHS (XOM) | 5.8 | $171M | 2.9M | 58.82 | |
Merck & Co SHS (MRK) | 4.9 | $143M | 1.9M | 75.11 | |
Amazon.com SHS (AMZN) | 4.6 | $135M | 41k | 3285.03 | |
Medtronic SHS (MDT) | 4.3 | $127M | 1.0M | 125.35 | |
Walgreens Boots Alliance SHS (WBA) | 4.3 | $126M | 2.7M | 47.05 | |
Trip.com Group Adr (TCOM) | 4.2 | $124M | 4.0M | 30.75 | |
Oracle Corporation SHS (ORCL) | 4.0 | $117M | 1.3M | 87.13 | |
Coca-Cola Company SHS (KO) | 3.9 | $115M | 2.2M | 52.47 | |
General Electric Company SHS | 3.6 | $106M | 1.0M | 103.03 | |
Facebook SHS (META) | 3.5 | $102M | 299k | 339.39 | |
T-Mobile US SHS (TMUS) | 3.0 | $87M | 679k | 127.76 | |
Lowe's Companies SHS (LOW) | 2.7 | $80M | 395k | 202.86 | |
Qorvo SHS (QRVO) | 2.7 | $80M | 477k | 167.19 | |
Tapestry SHS (TPR) | 2.6 | $77M | 2.1M | 37.02 | |
Capital One Financial Corporation SHS (COF) | 2.3 | $67M | 414k | 161.97 | |
Yum China Holdings SHS (YUMC) | 2.2 | $64M | 1.1M | 58.11 | |
EQT Corporation SHS (EQT) | 2.1 | $61M | 3.0M | 20.46 | |
Seagate Technology SHS | 2.0 | $59M | 717k | 82.52 | |
Seagen SHS | 1.8 | $53M | 311k | 169.80 | |
Interactive Brokers Group SHS (IBKR) | 1.7 | $50M | 809k | 62.34 | |
AmerisourceBergen Corporation SHS (COR) | 1.7 | $49M | 413k | 119.45 | |
Synopsys SHS (SNPS) | 1.5 | $45M | 151k | 299.41 | |
Sonos SHS (SONO) | 1.5 | $44M | 1.4M | 32.36 | |
Twitter SHS | 1.5 | $44M | 723k | 60.39 | |
PagerDuty SHS (PD) | 0.8 | $24M | 573k | 41.42 | |
ICICI Bank Adr (IBN) | 0.2 | $6.3M | 336k | 18.87 | |
JD.com Adr (JD) | 0.1 | $3.1M | 42k | 72.22 | |
MercadoLibre SA SHS (MELI) | 0.0 | $1.4M | 843.00 | 1678.53 | |
Huazhu Group Adr (HTHT) | 0.0 | $989k | 22k | 45.83 | |
HDFC Bank Adr (HDB) | 0.0 | $253k | 3.5k | 72.87 |