Antipodes Partners Ltd
- SEC CIK
- 0001652442
- Latest filing
- Aug 6, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 84
- +6 vs. Q2 2024
- Portfolio value
- $2.89B
- +$132.3M (+4.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Barrick Gold Corp067901108 | COM | 9,642,776 | $191.8M | 6.6% | +2,156,488+28.8% | Added | – |
| AMZNAmazon Com Inc | Stock | 998,811 | $186.1M | 6.5% | +216,615+27.7% | Added | History |
| MRKMerck & Co., Inc. | Stock | 1,575,816 | $179.0M | 6.2% | −99,830−6.0% | Reduced | History |
| ORCLOracle Corp | Stock | 914,152 | $155.8M | 5.4% | −337,908−27.0% | Reduced | History |
| COFCapital One Financial Corp | Stock | 958,243 | $143.5M | 5.0% | +279,771+41.2% | Added | History |
| AEEAmeren Corp | COM | 1,264,203 | $110.6M | 3.8% | +160,638+14.6% | Added | History |
| ALCAlcon Inc | Stock | 1,076,360 | $107.6M | 3.7% | +1,076,360 | New | History |
| MSFTMicrosoft Corp | Stock | 243,075 | $104.6M | 3.6% | −40,926−14.4% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 394,975 | $96.5M | 3.3% | +394,975 | New | History |
| VTRVentas, Inc. | REIT | 1,449,916 | $93.0M | 3.2% | +15,718+1.1% | Added | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 4,649,976 | $92.6M | 3.2% | +461,455+11.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 148,322 | $84.9M | 2.9% | −73,007−33.0% | Reduced | History |
| AAAlcoa Corp | Stock | 2,189,749 | $84.5M | 2.9% | −149,642−6.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 492,573 | $81.7M | 2.8% | +80,637+19.6% | Added | History |
| QCOMQualcomm Inc | Stock | 460,170 | $78.3M | 2.7% | −39,283−7.9% | Reduced | History |
| AEPAmerican Electric Power Co Inc | Stock | 712,731 | $73.1M | 2.5% | −655,812−47.9% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 1,332,387 | $68.7M | 2.4% | −314,757−19.1% | Reduced | History |
| LOWLowes Companies Inc | Stock | 236,590 | $64.1M | 2.2% | −19,114−7.5% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 467,500 | $63.0M | 2.2% | +460,622+6,697.0% | Added | History |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 635,495 | $62.7M | 2.2% | −278,257−30.5% | Reduced | History |
| ALLYAlly Financial Inc. | Stock | 1,683,184 | $59.9M | 2.1% | +1,683,184 | New | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 127,853 | $59.5M | 2.1% | +558+0.4% | Added | History |
| BIDUBaidu, Inc. | ADR | 550,535 | $58.0M | 2.0% | −65,197−10.6% | Reduced | History |
| UBSUBS Group AG | Stock | 1,864,442 | $57.6M | 2.0% | +1,864,442 | New | History |
| NTRNutrien Ltd. | COM | 925,777 | $44.5M | 1.5% | −618,728−40.1% | Reduced | History |
| FYBRFrontier Communications Parent, Inc. | COM | 1,213,949 | $43.1M | 1.5% | −976,896−44.6% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 375,427 | $39.8M | 1.4% | −639,743−63.0% | Reduced | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 139,375 | $38.3M | 1.3% | −99,374−41.6% | Reduced | History |
| FLUTFlutter Entertainment plc | SHS | 150,907 | $35.6M | 1.2% | +150,907 | New | History |
| AEMAgnico Eagle Mines Ltd | Stock | 415,919 | $33.5M | 1.2% | −457,248−52.4% | Reduced | History |
| CORCencora, Inc. | Stock | 147,972 | $33.3M | 1.2% | −339,129−69.6% | Reduced | History |
| GPNGlobal Payments Inc | Stock | 315,352 | $32.3M | 1.1% | −94,482−23.1% | Reduced | History |
| NEMNEWMONT Corp | Stock | 529,796 | $28.3M | 1.0% | +291,932+122.7% | Added | History |
| BKDBrookdale Senior Living Inc. | COM | 4,053,218 | $27.5M | 1.0% | +4,038,548+27,529.3% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 163,742 | $26.0M | 0.9% | +163,742 | New | History |
| MUMicron Technology Inc | Stock | 208,679 | $21.6M | 0.8% | +135,431+184.9% | Added | History |
| KOCoca Cola Co | Stock | 300,652 | $21.6M | 0.7% | +54,410+22.1% | Added | History |
| GEVGE Vernova Inc. | Stock | 58,940 | $15.0M | 0.5% | −34,226−36.7% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 77,018 | $13.4M | 0.5% | −11,853−13.3% | Reduced | History |
| ZZillow Group, Inc. | CL C CAP STK | 185,132 | $11.8M | 0.4% | +182,989+8,538.9% | Added | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 92,968 | $8.92M | 0.3% | −35,693−27.7% | Reduced | History |
| ASAIYSendas Distributor S.A. | SPON ADS | 1,144,749 | $7.88M | 0.3% | +142,451+14.2% | Added | History |
| OTISOtis Worldwide Corp | Stock | 67,815 | $7.05M | 0.2% | −17,657−20.7% | Reduced | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 46,912 | $6.54M | 0.2% | −198,475−80.9% | Reduced | History |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 945,338 | $6.29M | 0.2% | −9,964,313−91.3% | Reduced | History |
| EGOEldorado Gold Corp | COM | 353,968 | $6.15M | 0.2% | +353,968 | New | History |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 864,154 | $5.47M | 0.2% | −28,741−3.2% | Reduced | History |
| FTSFortis Inc. | COM | 92,613 | $4.21M | 0.1% | +92,613 | New | History |
| BAHBooz Allen Hamilton Holding Corp | CL A | 13,858 | $2.26M | 0.1% | −21,747−61.1% | Reduced | History |
| SUZSuzano S.A. | SPON ADS | 197,323 | $1.97M | 0.1% | +54,193+37.9% | Added | History |
| TECKTeck Resources Ltd | CL B | 27,340 | $1.43M | <0.1% | −1,577,505−98.3% | Reduced | History |
| NENoble Corp plc | ORD SHS A | 31,795 | $1.15M | <0.1% | +31,795 | New | History |
| Bilibili Inc.090040AF3 | NOTE 0.500%12/0 | 500,000 | $495.4K | <0.1% | 00.0% | Unchanged | – |
| ACICAmerican Coastal Insurance Corp | COM | 22,741 | $256.3K | <0.1% | +2,190+10.7% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 15,417 | $210.5K | <0.1% | −1,527−9.0% | Reduced | History |
| AMPSAltus Power, Inc. | COM CL A | 62,270 | $198.0K | <0.1% | +47,673+326.6% | Added | History |
| DASHDoorDash, Inc. | Stock | 1,240 | $177.0K | <0.1% | −110−8.1% | Reduced | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 11,455 | $165.1K | <0.1% | +8,338+267.5% | Added | History |
| ROKURoku, Inc | COM CL A | 1,993 | $148.8K | <0.1% | −158,666−98.8% | Reduced | History |
| SDRLSEADRILL Ltd | COM | 3,538 | $140.6K | <0.1% | +3,538 | New | History |
| VEEVVeeva Systems Inc | Stock | 557 | $116.9K | <0.1% | +275+97.5% | Added | History |
| GBTGGlobal Business Travel Group, Inc. | COM CL A | 12,884 | $99.1K | <0.1% | −5,252−29.0% | Reduced | History |
| MGNIMagnite, Inc. | COM | 7,116 | $98.6K | <0.1% | +7,116 | New | History |
| CRTOCriteo S.A. | SPONS ADS | 2,375 | $95.6K | <0.1% | +2,375 | New | History |
| SMWBSimilarweb Ltd. | SHS | 10,624 | $93.9K | <0.1% | −956−8.3% | Reduced | History |
| AMPLAmplitude, Inc. | Stock | 9,482 | $85.1K | <0.1% | +1,152+13.8% | Added | History |
| LUMNLumen Technologies, Inc. | Stock | 11,386 | $80.8K | <0.1% | −11,870−51.0% | Reduced | History |
| IAGIamgold Corp | COM | 13,324 | $69.9K | <0.1% | +13,324 | New | History |
| MYRGMyr Group Inc. | COM | 546 | $55.8K | <0.1% | +451+474.7% | Added | History |
| DVDoubleVerify Holdings, Inc. | COM | 3,237 | $54.5K | <0.1% | +3,237 | New | History |
| IASIntegral Ad Science Holding Corp. | COM | 5,023 | $54.3K | <0.1% | +5,023 | New | History |
| MOSMosaic Co | COM | 1,472 | $39.4K | <0.1% | −134−8.3% | Reduced | History |
| SEMRSEMrush Holdings, Inc. | CL A COM | 2,362 | $37.1K | <0.1% | −214−8.3% | Reduced | History |
| IRIngersoll Rand Inc. | COM | 367 | $36.0K | <0.1% | 00.0% | Unchanged | History |
| GEGeneral Electric Co | Stock | 185 | $34.9K | <0.1% | 00.0% | Unchanged | History |
| ADSKAutodesk, Inc. | COM | 121 | $33.3K | <0.1% | −23−16.0% | Reduced | History |
| ARGXArgenx SE | SPONSORED ADR | 54 | $29.3K | <0.1% | −25−31.6% | Reduced | History |
| JCIJohnson Controls International plc | Stock | 310 | $24.1K | <0.1% | −791−71.8% | Reduced | History |
| GXOGXO Logistics, Inc. | Stock | 461 | $24.0K | <0.1% | +461 | New | History |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 481 | $21.1K | <0.1% | −46−8.7% | Reduced | History |
| CERTCertara, Inc. | COM | 1,786 | $20.9K | <0.1% | +1,786 | New | History |
| FLNCFluence Energy, Inc. | COM CL A | 559 | $12.7K | <0.1% | +559 | New | History |
| SHLSShoals Technologies Group, Inc. | CL A | 1,954 | $11.0K | <0.1% | −1,634−45.5% | Reduced | History |
| ARRYArray Technologies, Inc. | COM SHS | 1,628 | $10.7K | <0.1% | +1,628 | New | History |
Sold out since Q2 2024 (13)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| AMATApplied Materials Inc | Stock | 63,250 | $14.9M | 0.5% | History |
| EXPEagle Materials Inc | COM | 13,537 | $2.94M | 0.1% | History |
| COMPCompass, Inc. | CL A | 604,091 | $2.17M | 0.1% | History |
| ATHMAutohome Inc. | SP ADS RP CL A | 32,480 | $891.6K | <0.1% | History |
| TCOMTrip.com Group Ltd | ADS | 10,933 | $513.9K | <0.1% | History |
| Propertyguru Group LtdG7258M108 | ORD SHS | 84,223 | $408.5K | <0.1% | – |
| GLOBGlobant S.A. | COM | 1,577 | $281.1K | <0.1% | History |
| RCMR1 RCM Inc. | COM | 6,835 | $85.8K | <0.1% | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 730 | $30.7K | <0.1% | – |
| ETNEaton Corp plc | Stock | 92 | $28.8K | <0.1% | History |
| BXBlackstone Inc. | COM | 737 | $12.5K | <0.1% | History |
| ACCDAccolade, Inc. | COM | 3,297 | $11.8K | <0.1% | History |
| TSLATesla, Inc. | Stock | 290 | $5.80K | <0.1% | History |