Antipodes Partners Ltd
- SEC CIK
- 0001652442
- Latest filing
- Aug 6, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jun 7, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 36
- +2 vs. Q3 2021
- Portfolio value
- $2.78B
- −$142.3M (−4.9%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 592,087 | $199.1M | 7.2% | −210,093−26.2% | Reduced | History |
| FYBRFrontier Communications Parent, Inc. | COM | 6,452,552 | $190.3M | 6.8% | +89,727+1.4% | Added | History |
| STXSeagate Technology Holdings plc | SHS | 1,435,797 | $162.2M | 5.8% | +718,668+100.2% | Added | History |
| CTRACoterra Energy Inc. | Stock | 8,471,413 | $161.0M | 5.8% | +163,033+2.0% | Added | History |
| TECKTeck Resources Ltd | CL B | 5,454,387 | $157.2M | 5.6% | −1,757,647−24.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 2,482,662 | $151.9M | 5.5% | −424,148−14.6% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 1,965,468 | $150.6M | 5.4% | +62,956+3.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 38,372 | $127.9M | 4.6% | −2,613−6.4% | Reduced | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 2,241,118 | $116.9M | 4.2% | −425,243−15.9% | Reduced | History |
| MDTMedtronic plc | Stock | 1,095,099 | $113.3M | 4.1% | +84,271+8.3% | Added | History |
| GEGeneral Electric Co | COM | 1,174,289 | $110.9M | 4.0% | +144,485+14.0% | Added | History |
| KOCoca Cola Co | Stock | 1,866,155 | $110.5M | 4.0% | −332,548−15.1% | Reduced | History |
| ORCLOracle Corp | Stock | 1,255,146 | $109.5M | 3.9% | −92,764−6.9% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 919,530 | $106.6M | 3.8% | +240,173+35.4% | Added | History |
| TCOMTrip.com Group Ltd | ADS | 3,685,949 | $90.7M | 3.3% | −336,816−8.4% | Reduced | History |
| COFCapital One Financial Corp | Stock | 548,680 | $79.6M | 2.9% | +134,352+32.4% | Added | History |
| METAMeta Platforms, Inc. | Stock | 228,906 | $77.0M | 2.8% | −70,244−23.5% | Reduced | History |
| QRVOQorvo, Inc. | Stock | 445,618 | $69.7M | 2.5% | −30,939−6.5% | Reduced | History |
| SGENSeagen Inc. | COM | 382,350 | $59.1M | 2.1% | +71,162+22.9% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 1,101,398 | $54.9M | 2.0% | +2130.0% | Added | History |
| EQTEQT Corp | Stock | 2,486,514 | $54.2M | 1.9% | −499,614−16.7% | Reduced | History |
| TPRTapestry, Inc. | COM | 1,258,534 | $51.1M | 1.8% | −827,661−39.7% | Reduced | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 640,421 | $50.9M | 1.8% | −168,738−20.9% | Reduced | History |
| SONOSonos Inc | COM | 1,557,421 | $46.4M | 1.7% | +184,934+13.5% | Added | History |
| NTRNutrien Ltd. | COM | 581,724 | $43.7M | 1.6% | +581,724 | New | History |
| CORCencora, Inc. | Stock | 255,327 | $33.9M | 1.2% | −157,386−38.1% | Reduced | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 1,544,530 | $31.1M | 1.1% | +1,544,530 | New | History |
| TWTRTwitter, Inc. | COM | 525,854 | $22.7M | 0.8% | −196,686−27.2% | Reduced | History |
| COMPCompass, Inc. | CL A | 2,414,548 | $21.9M | 0.8% | +2,414,548 | New | History |
| Barrick Gold Corp067901108 | COM | 612,941 | $11.6M | 0.4% | +612,941 | New | – |
| IBNIcici Bank Ltd | ADR | 420,490 | $8.32M | 0.3% | +84,260+25.1% | Added | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 54,966 | $5.62M | 0.2% | +54,966 | New | History |
| JDJD.com, Inc. | SPON ADS CL A | 24,653 | $1.73M | 0.1% | −17,661−41.7% | Reduced | History |
| HTHTH World Group Ltd | SPONSORED ADS | 18,033 | $673.0K | <0.1% | −3,546−16.4% | Reduced | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 2,398 | $156.0K | <0.1% | −1,074−30.9% | Reduced | History |
| MELIMercadolibre Inc | COM | 68 | $91.0K | <0.1% | −775−91.9% | Reduced | History |
Sold out since Q3 2021 (3)
Positions held at the end of Q3 2021 that are gone from this filing.