Antipodes Partners Ltd
- SEC CIK
- 0001652442
- 最新申報
- 2026/8/6
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/12 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 42
- 較 2022 年第 1 季 +5
- 總值
- $24.0 億
- 較 2022 年第 1 季 −$4.19 億 (−14.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 1,948,465 | $1.78 億 | 7.4% | −239,177−10.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 2,282,429 | $1.59 億 | 6.6% | +267,049+13.3% | 加碼 | 歷史 |
| FYBRFrontier Communications Parent, Inc. | COM | 6,256,575 | $1.47 億 | 6.1% | −145,917−2.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 506,429 | $1.30 億 | 5.4% | −48,971−8.8% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 799,068 | $1.08 億 | 4.5% | −72,143−8.3% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 2,989,289 | $1.03 億 | 4.3% | −2,621,579−46.7% | 減碼 | 歷史 |
| CTRACoterra Energy Inc. | Stock | 3,857,681 | $9,949 萬 | 4.1% | −2,658,958−40.8% | 減碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 5,417,223 | $9,583 萬 | 4.0% | +1,308,790+31.9% | 加碼 | – |
| NOCNorthrop Grumman Corp | Stock | 195,882 | $9,374 萬 | 3.9% | −46,281−19.1% | 減碼 | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 3,303,707 | $9,069 萬 | 3.8% | −1,060,699−24.3% | 減碼 | 歷史 |
| TECKTeck Resources Ltd | CL B | 2,894,440 | $8,848 萬 | 3.7% | −1,068,032−27.0% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | SHS | 1,238,474 | $8,848 萬 | 3.7% | −148,189−10.7% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 2,138,563 | $8,105 萬 | 3.4% | −221,440−9.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 1,264,179 | $7,953 萬 | 3.3% | −441,100−25.9% | 減碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 1,361,156 | $7,488 萬 | 3.1% | +284,478+26.4% | 加碼 | 歷史 |
| BEKEKE Holdings Inc. | SPONSORED ADS | 3,764,343 | $6,757 萬 | 2.8% | +2,502,741+198.4% | 加碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 1,291,476 | $6,264 萬 | 2.6% | +157,754+13.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 543,510 | $5,773 萬 | 2.4% | −141,510−20.7% | 減碼依 20 比 1 拆股換算 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 348,519 | $5,620 萬 | 2.3% | +63,427+22.2% | 加碼 | 歷史 |
| BIDUBaidu, Inc. | ADR | 368,224 | $5,477 萬 | 2.3% | +368,224 | 新進 | 歷史 |
| ROKURoku, Inc | COM CL A | 650,910 | $5,347 萬 | 2.2% | +650,910 | 新進 | 歷史 |
| SGENSeagen Inc. | COM | 298,423 | $5,280 萬 | 2.2% | −124,029−29.4% | 減碼 | 歷史 |
| NTRNutrien Ltd. | COM | 617,580 | $4,921 萬 | 2.0% | +161,741+35.5% | 加碼 | 歷史 |
| COMPCompass, Inc. | CL A | 12,779,447 | $4,613 萬 | 1.9% | +9,161,438+253.2% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 1,056,839 | $4,140 萬 | 1.7% | +103,136+10.8% | 加碼 | 歷史 |
| SONOSonos Inc | COM | 2,271,784 | $4,098 萬 | 1.7% | +290,069+14.6% | 加碼 | 歷史 |
| PATHUiPath, Inc. | Stock | 2,035,023 | $3,702 萬 | 1.5% | +2,035,023 | 新進 | 歷史 |
| FLSFlowserve Corp | COM | 1,254,973 | $3,593 萬 | 1.5% | −58,330−4.4% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 261,867 | $2,977 萬 | 1.2% | +261,867 | 新進 | 歷史 |
| GDSGDS Holdings Ltd | SPONSORED ADS | 527,934 | $1,763 萬 | 0.7% | +527,934 | 新進 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 242,047 | $1,711 萬 | 0.7% | +242,047 | 新進 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 273,537 | $1,611 萬 | 0.7% | +273,537 | 新進 | 歷史 |
| QRVOQorvo, Inc. | Stock | 160,588 | $1,515 萬 | 0.6% | −306,297−65.6% | 減碼 | 歷史 |
| GEGeneral Electric Co | COM | 234,618 | $1,494 萬 | 0.6% | +116,035+97.9% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 91,070 | $1,288 萬 | 0.5% | +3,754+4.3% | 加碼 | 歷史 |
| IBNIcici Bank Ltd | ADR | 71,734 | $127.2 萬 | 0.1% | −280,214−79.6% | 減碼 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 17,121 | $109.9 萬 | <0.1% | −6,369−27.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,530 | $108.7 萬 | <0.1% | +2,530 | 新進 | 歷史 |
| APIAgora, Inc. | ADS | 63,072 | $41.4 萬 | <0.1% | +63,072 | 新進 | 歷史 |
| HTHTH World Group Ltd | SPONSORED ADS | 9,199 | $35.0 萬 | <0.1% | −1,686−15.5% | 減碼 | 歷史 |
| WNS Hldgs Ltd92932M101 | SPON ADR | 3,466 | $25.8 萬 | <0.1% | −639−15.6% | 減碼 | – |
| MELIMercadolibre Inc | COM | 68 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（4 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。