Antipodes Partners as of June 30, 2022
Portfolio Holdings for Antipodes Partners
Antipodes Partners holds 42 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Merck & Co SHS (MRK) | 7.4 | $178M | 1.9M | 91.17 | |
| Oracle Corporation SHS (ORCL) | 6.6 | $160M | 2.3M | 69.87 | |
| Frontier Communications Parent SHS (FYBR) | 6.1 | $147M | 6.3M | 23.54 | |
| Microsoft Corporation SHS (MSFT) | 5.4 | $130M | 506k | 256.83 | |
| T-Mobile US SHS (TMUS) | 4.5 | $108M | 799k | 134.54 | |
| EQT Corporation SHS (EQT) | 4.3 | $103M | 3.0M | 34.40 | |
| Coterra Energy SHS (CTRA) | 4.1 | $100M | 3.9M | 25.79 | |
| Barrick Gold Corporation SHS (GOLD) | 4.0 | $96M | 5.4M | 17.69 | |
| Northrop Grumman Corporation SHS (NOC) | 3.9 | $94M | 196k | 478.57 | |
| Trip.com Group Adr (TCOM) | 3.8 | $91M | 3.3M | 27.45 | |
| Teck Resources SHS (TECK) | 3.7 | $89M | 2.9M | 30.57 | |
| Seagate Technology SHS | 3.7 | $89M | 1.2M | 71.44 | |
| Walgreens Boots Alliance SHS | 3.4 | $81M | 2.1M | 37.90 | |
| Coca-Cola Company SHS (KO) | 3.3 | $80M | 1.3M | 62.91 | |
| Interactive Brokers Group SHS (IBKR) | 3.1 | $75M | 1.4M | 55.01 | |
| KE Holdings Adr (BEKE) | 2.8 | $68M | 3.8M | 17.95 | |
| Yum China Holdings SHS (YUMC) | 2.6 | $63M | 1.3M | 48.50 | |
| Amazon.com SHS (AMZN) | 2.4 | $58M | 544k | 106.21 | |
| Meta Platforms SHS (META) | 2.3 | $56M | 349k | 161.25 | |
| Baidu Adr (BIDU) | 2.3 | $55M | 368k | 148.73 | |
| Roku SHS (ROKU) | 2.2 | $54M | 651k | 82.14 | |
| Seagen SHS | 2.2 | $53M | 298k | 176.94 | |
| Nutrien SHS (NTR) | 2.0 | $49M | 618k | 79.69 | |
| Compass SHS (COMP) | 1.9 | $46M | 13M | 3.61 | |
| Wells Fargo & Company SHS (WFC) | 1.7 | $41M | 1.1M | 39.17 | |
| Sonos SHS (SONO) | 1.7 | $41M | 2.3M | 18.04 | |
| UiPath SHS (PATH) | 1.5 | $37M | 2.0M | 18.19 | |
| Flowserve Corporation SHS (FLS) | 1.5 | $36M | 1.3M | 28.63 | |
| Alibaba Group Holding Adr (BABA) | 1.2 | $30M | 262k | 113.68 | |
| GDS Holdings Adr (GDS) | 0.7 | $18M | 528k | 33.39 | |
| Otis Worldwide Corporation SHS (OTIS) | 0.7 | $17M | 242k | 70.67 | |
| Occidental Petroleum Corporation SHS (OXY) | 0.7 | $16M | 274k | 58.88 | |
| Qorvo SHS (QRVO) | 0.6 | $15M | 161k | 94.32 | |
| General Electric Company SHS | 0.6 | $15M | 235k | 63.67 | |
| AmerisourceBergen Corporation SHS (COR) | 0.5 | $13M | 91k | 141.47 | |
| ICICI Bank Adr (IBN) | 0.1 | $1.3M | 72k | 17.73 | |
| JD.com Adr (JD) | 0.0 | $1.1M | 17k | 64.19 | |
| Lockheed Martin Corporation SHS (LMT) | 0.0 | $1.1M | 2.5k | 429.64 | |
| Agora Adr (API) | 0.0 | $414k | 63k | 6.56 | |
| Huazhu Group Adr (HTHT) | 0.0 | $350k | 9.2k | 38.05 | |
| WNS Adr | 0.0 | $258k | 3.5k | 74.44 | |
| MercadoLibre SA SHS (MELI) | 0.0 | $43k | 68.00 | 632.35 |
