Antipodes Partners as of Dec. 31, 2021
Portfolio Holdings for Antipodes Partners
Antipodes Partners holds 35 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) | 6.5 | $185M | 595k | 310.98 | |
| Cabot Oil & Gas Corporation SHS (CTRA) | 6.5 | $185M | 8.4M | 21.90 | |
| Frontier Communications Parent SHS (FYBR) | 6.1 | $172M | 6.4M | 26.66 | |
| Seagate Technology SHS | 5.9 | $166M | 1.5M | 107.15 | |
| Exxon Mobil Corporation SHS (XOM) | 5.8 | $164M | 2.2M | 75.96 | |
| Merck & Co SHS (MRK) | 5.7 | $161M | 2.0M | 81.48 | |
| Teck Resources SHS (TECK) | 5.2 | $147M | 4.8M | 30.87 | |
| Amazon.com SHS (AMZN) | 4.5 | $128M | 43k | 2991.45 | |
| Oracle Corporation SHS (ORCL) | 4.2 | $120M | 1.5M | 81.16 | |
| EQT Corporation SHS (EQT) | 4.1 | $116M | 5.5M | 21.25 | |
| Walgreens Boots Alliance SHS | 4.0 | $112M | 2.2M | 49.76 | |
| Coca-Cola Company SHS (KO) | 3.6 | $103M | 1.7M | 61.01 | |
| Trip.com Group Adr (TCOM) | 3.6 | $102M | 3.8M | 26.61 | |
| T-Mobile US SHS (TMUS) | 3.4 | $97M | 897k | 108.17 | |
| General Electric Company SHS | 3.1 | $88M | 933k | 94.48 | |
| KE Holdings Adr (BEKE) | 3.1 | $87M | 4.0M | 21.79 | |
| Capital One Financial Corporation SHS (COF) | 2.9 | $83M | 566k | 146.73 | |
| Meta Platforms SHS (META) | 2.4 | $67M | 215k | 313.26 | |
| Northrop Grumman Corporation SHS (NOC) | 2.1 | $60M | 163k | 369.90 | |
| Qorvo SHS (QRVO) | 2.1 | $60M | 435k | 137.28 | |
| Interactive Brokers Group SHS (IBKR) | 2.1 | $59M | 866k | 68.19 | |
| Seagen SHS | 2.0 | $56M | 416k | 134.51 | |
| Yum China Holdings SHS (YUMC) | 1.8 | $52M | 1.1M | 48.17 | |
| Sonos SHS (SONO) | 1.8 | $51M | 2.0M | 25.22 | |
| Barrick Gold Corporation SHS (GOLD) | 1.7 | $48M | 2.5M | 19.15 | |
| Twitter SHS | 1.5 | $42M | 1.1M | 37.51 | |
| Nutrien SHS (NTR) | 1.5 | $42M | 600k | 69.80 | |
| Tapestry SHS (TPR) | 1.1 | $32M | 843k | 37.95 | |
| Compass SHS (COMP) | 1.0 | $28M | 3.2M | 8.58 | |
| ICICI Bank Adr (IBN) | 0.2 | $6.6M | 303k | 21.73 | |
| Ryanair Holdings Adr (RYAAY) | 0.2 | $4.3M | 38k | 111.60 | |
| JD.com Adr (JD) | 0.1 | $1.8M | 25k | 74.88 | |
| Huazhu Group Adr (HTHT) | 0.0 | $1.0M | 26k | 39.50 | |
| MercadoLibre SA SHS (MELI) | 0.0 | $76k | 68.00 | 1117.65 | |
| HDFC Bank Adr (HDB) | 0.0 | $51k | 751.00 | 67.91 |
