Antipodes Partners Ltd
- SEC CIK
- 0001652442
- Latest filing
- Aug 6, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 42
- +5 vs. Q1 2022
- Portfolio value
- $2.40B
- −$419.4M (−14.9%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 1,948,465 | $177.6M | 7.4% | −239,177−10.9% | Reduced | History |
| ORCLOracle Corp | Stock | 2,282,429 | $159.5M | 6.6% | +267,049+13.3% | Added | History |
| FYBRFrontier Communications Parent, Inc. | COM | 6,256,575 | $147.3M | 6.1% | −145,917−2.3% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 506,429 | $130.1M | 5.4% | −48,971−8.8% | Reduced | History |
| TMUST-Mobile US, Inc. | Stock | 799,068 | $107.5M | 4.5% | −72,143−8.3% | Reduced | History |
| EQTEQT Corp | Stock | 2,989,289 | $102.8M | 4.3% | −2,621,579−46.7% | Reduced | History |
| CTRACoterra Energy Inc. | Stock | 3,857,681 | $99.5M | 4.1% | −2,658,958−40.8% | Reduced | History |
| Barrick Gold Corp067901108 | COM | 5,417,223 | $95.8M | 4.0% | +1,308,790+31.9% | Added | – |
| NOCNorthrop Grumman Corp | Stock | 195,882 | $93.7M | 3.9% | −46,281−19.1% | Reduced | History |
| TCOMTrip.com Group Ltd | ADS | 3,303,707 | $90.7M | 3.8% | −1,060,699−24.3% | Reduced | History |
| TECKTeck Resources Ltd | CL B | 2,894,440 | $88.5M | 3.7% | −1,068,032−27.0% | Reduced | History |
| STXSeagate Technology Holdings plc | SHS | 1,238,474 | $88.5M | 3.7% | −148,189−10.7% | Reduced | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 2,138,563 | $81.1M | 3.4% | −221,440−9.4% | Reduced | History |
| KOCoca Cola Co | Stock | 1,264,179 | $79.5M | 3.3% | −441,100−25.9% | Reduced | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 1,361,156 | $74.9M | 3.1% | +284,478+26.4% | Added | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 3,764,343 | $67.6M | 2.8% | +2,502,741+198.4% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 1,291,476 | $62.6M | 2.6% | +157,754+13.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 543,510 | $57.7M | 2.4% | −141,510−20.7% | ReducedConverted for a 20-for-1 split | History |
| METAMeta Platforms, Inc. | Stock | 348,519 | $56.2M | 2.3% | +63,427+22.2% | Added | History |
| BIDUBaidu, Inc. | ADR | 368,224 | $54.8M | 2.3% | +368,224 | New | History |
| ROKURoku, Inc | COM CL A | 650,910 | $53.5M | 2.2% | +650,910 | New | History |
| SGENSeagen Inc. | COM | 298,423 | $52.8M | 2.2% | −124,029−29.4% | Reduced | History |
| NTRNutrien Ltd. | COM | 617,580 | $49.2M | 2.0% | +161,741+35.5% | Added | History |
| COMPCompass, Inc. | CL A | 12,779,447 | $46.1M | 1.9% | +9,161,438+253.2% | Added | History |
| WFCWells Fargo & Company | Stock | 1,056,839 | $41.4M | 1.7% | +103,136+10.8% | Added | History |
| SONOSonos Inc | COM | 2,271,784 | $41.0M | 1.7% | +290,069+14.6% | Added | History |
| PATHUiPath, Inc. | Stock | 2,035,023 | $37.0M | 1.5% | +2,035,023 | New | History |
| FLSFlowserve Corp | COM | 1,254,973 | $35.9M | 1.5% | −58,330−4.4% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 261,867 | $29.8M | 1.2% | +261,867 | New | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 527,934 | $17.6M | 0.7% | +527,934 | New | History |
| OTISOtis Worldwide Corp | Stock | 242,047 | $17.1M | 0.7% | +242,047 | New | History |
| OXYOccidental Petroleum Corp | Stock | 273,537 | $16.1M | 0.7% | +273,537 | New | History |
| QRVOQorvo, Inc. | Stock | 160,588 | $15.1M | 0.6% | −306,297−65.6% | Reduced | History |
| GEGeneral Electric Co | COM | 234,618 | $14.9M | 0.6% | +116,035+97.9% | Added | History |
| CORCencora, Inc. | Stock | 91,070 | $12.9M | 0.5% | +3,754+4.3% | Added | History |
| IBNIcici Bank Ltd | ADR | 71,734 | $1.27M | 0.1% | −280,214−79.6% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 17,121 | $1.10M | <0.1% | −6,369−27.1% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 2,530 | $1.09M | <0.1% | +2,530 | New | History |
| APIAgora, Inc. | ADS | 63,072 | $414.0K | <0.1% | +63,072 | New | History |
| HTHTH World Group Ltd | SPONSORED ADS | 9,199 | $350.0K | <0.1% | −1,686−15.5% | Reduced | History |
| WNS Hldgs Ltd92932M101 | SPON ADR | 3,466 | $258.0K | <0.1% | −639−15.6% | Reduced | – |
| MELIMercadolibre Inc | COM | 68 | $43.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2022 (4)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| TWTRTwitter, Inc. | COM | 2,052,150 | $79.4M | 2.8% | History |
| COFCapital One Financial Corp | Stock | 333,242 | $43.8M | 1.6% | History |
| HALHalliburton Co | Stock | 719,377 | $27.2M | 1.0% | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 31,948 | $2.78M | 0.1% | History |