Antipodes Partners Ltd
- SEC CIK
- 0001652442
- 最新申報
- 2026/8/6
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/25 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 69
- 較 2023 年第 1 季 0
- 總值
- $29.0 億
- 較 2023 年第 1 季 +$1,130 萬 (+0.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 1,749,158 | $2.02 億 | 7.0% | −107,402−5.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,532,073 | $1.82 億 | 6.3% | −385,287−20.1% | 減碼 | 歷史 |
| BIDUBaidu, Inc. | ADR | 1,052,482 | $1.44 億 | 5.0% | +259,522+32.7% | 加碼 | 歷史 |
| FYBRFrontier Communications Parent, Inc. | COM | 7,594,774 | $1.42 億 | 4.9% | +1,969,522+35.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 401,711 | $1.37 億 | 4.7% | −101,094−20.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 949,169 | $1.24 億 | 4.3% | +949,169 | 新進 | 歷史 |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 1,115,345 | $1.24 億 | 4.3% | +138,579+14.2% | 加碼 | 歷史 |
| Barrick Gold Corp067901108 | COM | 6,921,726 | $1.17 億 | 4.0% | −70,129−1.0% | 減碼 | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,288,025 | $1.07 億 | 3.7% | +559,870+76.9% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 475,523 | $1.07 億 | 3.7% | +76,557+19.2% | 加碼 | 歷史 |
| SGENSeagen Inc. | COM | 557,229 | $1.07 億 | 3.7% | −34,113−5.8% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 554,927 | $1.07 億 | 3.7% | −74,705−11.9% | 減碼 | 歷史 |
| STLAStellantis N.V. | SHS | 5,593,298 | $9,811 萬 | 3.4% | +27,213+0.5% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 1,144,005 | $9,633 萬 | 3.3% | +578,381+102.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 316,410 | $9,080 萬 | 3.1% | −178,661−36.1% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 791,764 | $8,660 萬 | 3.0% | +202,283+34.3% | 加碼 | 歷史 |
| STXSeagate Technology Holdings plc | SHS | 1,355,762 | $8,388 萬 | 2.9% | −1,164,213−46.2% | 減碼 | 歷史 |
| TECKTeck Resources Ltd | CL B | 1,833,858 | $7,721 萬 | 2.7% | +198,098+12.1% | 加碼 | 歷史 |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 12,434,867 | $7,337 萬 | 2.5% | +3,119,978+33.5% | 加碼 | 歷史 |
| VMWVmware LLC | CL A COM | 480,355 | $6,902 萬 | 2.4% | +480,355 | 新進 | 歷史 |
| FLSFlowserve Corp | COM | 1,772,750 | $6,586 萬 | 2.3% | −63,884−3.5% | 減碼 | 歷史 |
| PAGSPagSeguro Digital Ltd. | COM CL A | 5,956,565 | $5,623 萬 | 1.9% | −241,374−3.9% | 減碼 | 歷史 |
| COMPCompass, Inc. | CL A | 15,896,718 | $5,564 萬 | 1.9% | −2,914,869−15.5% | 減碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 627,744 | $5,215 萬 | 1.8% | −35,981−5.4% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,330,879 | $5,106 萬 | 1.8% | +3,330,879 | 新進 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 850,107 | $4,999 萬 | 1.7% | +284,559+50.3% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 553,660 | $4,928 萬 | 1.7% | −30,319−5.2% | 減碼 | 歷史 |
| CFGCitizens Financial Group Inc | COM | 1,646,845 | $4,295 萬 | 1.5% | +1,646,845 | 新進 | 歷史 |
| HALHalliburton Co | Stock | 1,080,205 | $3,564 萬 | 1.2% | −2,254,375−67.6% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 540,260 | $3,410 萬 | 1.2% | −111,617−17.1% | 減碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 527,365 | $3,373 萬 | 1.2% | −309,259−37.0% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 71,871 | $3,129 萬 | 1.1% | +71,871 | 新進 | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 2,557,933 | $1,545 萬 | 0.5% | −227,146−8.2% | 減碼 | – |
| KOCoca Cola Co | Stock | 216,532 | $1,304 萬 | 0.5% | +50,791+30.6% | 加碼 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 110,235 | $1,230 萬 | 0.4% | −8,679−7.3% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 172,958 | $737.8 萬 | 0.3% | +92,852+115.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 50,620 | $731.6 萬 | 0.3% | −24,226−32.4% | 減碼 | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 89,320 | $312.6 萬 | 0.1% | +89,320 | 新進 | 歷史 |
| EXPEagle Materials Inc | COM | 13,719 | $255.7 萬 | 0.1% | +13,719 | 新進 | 歷史 |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 21,867 | $30.5 萬 | <0.1% | −8,248−27.4% | 減碼 | 歷史 |
| GLOBGlobant S.A. | COM | 1,308 | $23.5 萬 | <0.1% | +1,308 | 新進 | 歷史 |
| HTHTH World Group Ltd | SPONSORED ADS | 5,448 | $21.1 萬 | <0.1% | −1,174−17.7% | 減碼 | 歷史 |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 2,737 | $19.8 萬 | <0.1% | +2,737 | 新進 | 歷史 |
| CPNGCoupang, Inc. | CL A | 8,388 | $14.5 萬 | <0.1% | −3,592−30.0% | 減碼 | 歷史 |
| BEKEKE Holdings Inc. | SPONSORED ADS | 9,629 | $14.2 萬 | <0.1% | +599+6.6% | 加碼 | 歷史 |
| Propertyguru Group LtdG7258M108 | ORD SHS | 31,037 | $13.7 萬 | <0.1% | −3,315−9.7% | 減碼 | – |
| EBEventbrite, Inc. | COM CL | 12,375 | $11.8 萬 | <0.1% | −43−0.3% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 1,657 | $11.2 萬 | <0.1% | +227+15.9% | 加碼 | 歷史 |
| SEMRSEMrush Holdings, Inc. | CL A COM | 11,359 | $10.8 萬 | <0.1% | −231−2.0% | 減碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 1,350 | $10.3 萬 | <0.1% | +306+29.3% | 加碼 | 歷史 |
| VIRTVirtu Financial, Inc. | CL A | 4,567 | $7.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 384 | $7.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 9,637 | $7.60 萬 | <0.1% | −6,514−40.3% | 減碼 | 歷史 |
| DIDIYDiDi Global Inc. | ADR | 25,235 | $7.50 萬 | <0.1% | +25,235 | 新進 | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 1,300 | $6.60 萬 | <0.1% | −125−8.8% | 減碼 | 歷史 |
| MPMP Materials Corp. | COM CL A | 1,790 | $4.00 萬 | <0.1% | +703+64.7% | 加碼 | 歷史 |
| CRDOCredo Technology Group Holding Ltd | Stock | 2,261 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPSAltus Power, Inc. | COM CL A | 6,504 | $3.50 萬 | <0.1% | +901+16.1% | 加碼 | 歷史 |
| APTVAptiv PLC | SHS | 296 | $3.00 萬 | <0.1% | +40+15.6% | 加碼 | 歷史 |
| DODiamond Offshore Drilling, Inc. | COM | 2,067 | $2.90 萬 | <0.1% | +2,067 | 新進 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 12,395 | $2.80 萬 | <0.1% | +12,395 | 新進 | 歷史 |
| HSICHenry Schein Inc | COM | 316 | $2.50 萬 | <0.1% | −104−24.8% | 減碼 | 歷史 |
| Vantage Drilling InternationalG9325C105 | SHS | 1,226 | $2.40 萬 | <0.1% | +1,226 | 新進 | – |
| ARGXArgenx SE | SPONSORED ADR | 59 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 56 | $1.00 萬 | <0.1% | −84−60.0% | 減碼 | 歷史 |
| WLKWestlake Corp | COM | 56 | $6,000 | <0.1% | −15−21.1% | 減碼 | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 84 | $5,000 | <0.1% | −334−79.9% | 減碼 | 歷史 |
| NEXNextier Oilfield Solutions Inc. | COM | 510 | $4,000 | <0.1% | −3,469−87.2% | 減碼 | 歷史 |
| EQTEQT Corp | Stock | 35 | $1,000 | <0.1% | −522−93.7% | 減碼 | 歷史 |
2023 年第 1 季之後清倉（13 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WBAWalgreens Boots Alliance, Inc. | COM | 3,307,927 | $1.14 億 | 4.0% | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 1,204,538 | $9,994 萬 | 3.5% | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 355,630 | $5,151 萬 | 1.8% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 85,744 | $3,959 萬 | 1.4% | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 486,436 | $3,084 萬 | 1.1% | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 698,181 | $3,064 萬 | 1.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 819 | $38.7 萬 | <0.1% | 歷史 |
| WNS Hldgs Ltd92932M101 | SPON ADR | 2,436 | $22.6 萬 | <0.1% | – |
| Dada Nexus Ltd23344D108 | ADS | 8,388 | $7.10 萬 | <0.1% | – |
| GDSGDS Holdings Ltd | SPONSORED ADS | 3,102 | $5.70 萬 | <0.1% | 歷史 |
| FROFrontline plc | SHS NEW | 2,012 | $3.30 萬 | <0.1% | 歷史 |
| PATHUiPath, Inc. | Stock | 1,459 | $2.50 萬 | <0.1% | 歷史 |
| WATWaters Corp | COM | 81 | $2.50 萬 | <0.1% | 歷史 |