Antipodes Partners as of Dec. 31, 2021
Portfolio Holdings for Antipodes Partners
Antipodes Partners holds 36 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation SHS (MSFT) | 7.2 | $199M | 592k | 336.32 | |
| Frontier Communications Parent SHS (FYBR) | 6.8 | $190M | 6.5M | 29.49 | |
| Seagate Technology SHS | 5.8 | $162M | 1.4M | 112.98 | |
| Cabot Oil & Gas Corporation SHS (CTRA) | 5.8 | $161M | 8.5M | 19.00 | |
| Teck Resources SHS (TECK) | 5.6 | $157M | 5.5M | 28.82 | |
| Exxon Mobil Corporation SHS (XOM) | 5.5 | $152M | 2.5M | 61.19 | |
| Merck & Co SHS (MRK) | 5.4 | $151M | 2.0M | 76.64 | |
| Amazon.com SHS (AMZN) | 4.6 | $128M | 38k | 3334.33 | |
| Walgreens Boots Alliance SHS (WBA) | 4.2 | $117M | 2.2M | 52.16 | |
| Medtronic SHS (MDT) | 4.1 | $113M | 1.1M | 103.45 | |
| General Electric Company SHS | 4.0 | $111M | 1.2M | 94.47 | |
| Coca-Cola Company SHS (KO) | 4.0 | $111M | 1.9M | 59.21 | |
| Oracle Corporation SHS (ORCL) | 3.9 | $110M | 1.3M | 87.21 | |
| T-Mobile US SHS (TMUS) | 3.8 | $107M | 920k | 115.98 | |
| Trip.com Group Adr (TCOM) | 3.3 | $91M | 3.7M | 24.62 | |
| Capital One Financial Corporation SHS (COF) | 2.9 | $80M | 549k | 145.09 | |
| Meta Platforms SHS (META) | 2.8 | $77M | 229k | 336.35 | |
| Qorvo SHS (QRVO) | 2.5 | $70M | 446k | 156.39 | |
| Seagen SHS | 2.1 | $59M | 382k | 154.60 | |
| Yum China Holdings SHS (YUMC) | 2.0 | $55M | 1.1M | 49.84 | |
| EQT Corporation SHS (EQT) | 1.9 | $54M | 2.5M | 21.81 | |
| Tapestry SHS (TPR) | 1.8 | $51M | 1.3M | 40.60 | |
| Interactive Brokers Group SHS (IBKR) | 1.8 | $51M | 640k | 79.42 | |
| Sonos SHS (SONO) | 1.7 | $46M | 1.6M | 29.80 | |
| Nutrien SHS (NTR) | 1.6 | $44M | 582k | 75.20 | |
| AmerisourceBergen Corporation SHS (COR) | 1.2 | $34M | 255k | 132.89 | |
| KE Holdings Adr (BEKE) | 1.1 | $31M | 1.5M | 20.12 | |
| Twitter SHS | 0.8 | $23M | 526k | 43.22 | |
| Compass SHS (COMP) | 0.8 | $22M | 2.4M | 9.09 | |
| Barrick Gold Corporation SHS (GOLD) | 0.4 | $12M | 613k | 19.00 | |
| ICICI Bank Adr (IBN) | 0.3 | $8.3M | 421k | 19.79 | |
| Ryanair Holdings Adr (RYAAY) | 0.2 | $5.6M | 55k | 102.32 | |
| JD.com Adr (JD) | 0.1 | $1.7M | 25k | 70.05 | |
| Huazhu Group Adr (HTHT) | 0.0 | $673k | 18k | 37.32 | |
| HDFC Bank Adr (HDB) | 0.0 | $156k | 2.4k | 65.05 | |
| MercadoLibre SA SHS (MELI) | 0.0 | $91k | 68.00 | 1338.24 |
