Antipodes Partners Ltd
- SEC CIK
- 0001652442
- 最新申報
- 2026/8/6
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 84
- 較 2024 年第 2 季 +6
- 總值
- $28.9 億
- 較 2024 年第 2 季 +$1.32 億 (+4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Barrick Gold Corp067901108 | COM | 9,642,776 | $1.92 億 | 6.6% | +2,156,488+28.8% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 998,811 | $1.86 億 | 6.5% | +216,615+27.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,575,816 | $1.79 億 | 6.2% | −99,830−6.0% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 914,152 | $1.56 億 | 5.4% | −337,908−27.0% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 958,243 | $1.43 億 | 5.0% | +279,771+41.2% | 加碼 | 歷史 |
| AEEAmeren Corp | COM | 1,264,203 | $1.11 億 | 3.8% | +160,638+14.6% | 加碼 | 歷史 |
| ALCAlcon Inc | Stock | 1,076,360 | $1.08 億 | 3.7% | +1,076,360 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 243,075 | $1.05 億 | 3.6% | −40,926−14.4% | 減碼 | 歷史 |
| WDAYWorkday, Inc. | CL A | 394,975 | $9,654 萬 | 3.3% | +394,975 | 新進 | 歷史 |
| VTRVentas, Inc. | REIT | 1,449,916 | $9,299 萬 | 3.2% | +15,718+1.1% | 加碼 | 歷史 |
| BEKEKE Holdings Inc. | SPONSORED ADS | 4,649,976 | $9,259 萬 | 3.2% | +461,455+11.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 148,322 | $8,491 萬 | 2.9% | −73,007−33.0% | 減碼 | 歷史 |
| AAAlcoa Corp | Stock | 2,189,749 | $8,449 萬 | 2.9% | −149,642−6.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 492,573 | $8,170 萬 | 2.8% | +80,637+19.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 460,170 | $7,826 萬 | 2.7% | −39,283−7.9% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 712,731 | $7,313 萬 | 2.5% | −655,812−47.9% | 減碼 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 1,332,387 | $6,868 萬 | 2.4% | −314,757−19.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 236,590 | $6,409 萬 | 2.2% | −19,114−7.5% | 減碼 | 歷史 |
| PDDPDD Holdings Inc. | SPONSORED ADS | 467,500 | $6,303 萬 | 2.2% | +460,622+6,697.0% | 加碼 | 歷史 |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 635,495 | $6,273 萬 | 2.2% | −278,257−30.5% | 減碼 | 歷史 |
| ALLYAlly Financial Inc. | Stock | 1,683,184 | $5,991 萬 | 2.1% | +1,683,184 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 127,853 | $5,947 萬 | 2.1% | +558+0.4% | 加碼 | 歷史 |
| BIDUBaidu, Inc. | ADR | 550,535 | $5,797 萬 | 2.0% | −65,197−10.6% | 減碼 | 歷史 |
| UBSUBS Group AG | Stock | 1,864,442 | $5,760 萬 | 2.0% | +1,864,442 | 新進 | 歷史 |
| NTRNutrien Ltd. | COM | 925,777 | $4,450 萬 | 1.5% | −618,728−40.1% | 減碼 | 歷史 |
| FYBRFrontier Communications Parent, Inc. | COM | 1,213,949 | $4,313 萬 | 1.5% | −976,896−44.6% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 375,427 | $3,984 萬 | 1.4% | −639,743−63.0% | 減碼 | 歷史 |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 139,375 | $3,834 萬 | 1.3% | −99,374−41.6% | 減碼 | 歷史 |
| FLUTFlutter Entertainment plc | SHS | 150,907 | $3,558 萬 | 1.2% | +150,907 | 新進 | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 415,919 | $3,351 萬 | 1.2% | −457,248−52.4% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 147,972 | $3,331 萬 | 1.2% | −339,129−69.6% | 減碼 | 歷史 |
| GPNGlobal Payments Inc | Stock | 315,352 | $3,230 萬 | 1.1% | −94,482−23.1% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 529,796 | $2,832 萬 | 1.0% | +291,932+122.7% | 加碼 | 歷史 |
| BKDBrookdale Senior Living Inc. | COM | 4,053,218 | $2,752 萬 | 1.0% | +4,038,548+27,529.3% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 163,742 | $2,603 萬 | 0.9% | +163,742 | 新進 | 歷史 |
| MUMicron Technology Inc | Stock | 208,679 | $2,164 萬 | 0.8% | +135,431+184.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 300,652 | $2,161 萬 | 0.7% | +54,410+22.1% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 58,940 | $1,503 萬 | 0.5% | −34,226−36.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 77,018 | $1,338 萬 | 0.5% | −11,853−13.3% | 減碼 | 歷史 |
| ZZillow Group, Inc. | CL C CAP STK | 185,132 | $1,182 萬 | 0.4% | +182,989+8,538.9% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 92,968 | $891.6 萬 | 0.3% | −35,693−27.7% | 減碼 | 歷史 |
| ASAIYSendas Distributor S.A. | SPON ADS | 1,144,749 | $787.6 萬 | 0.3% | +142,451+14.2% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 67,815 | $704.9 萬 | 0.2% | −17,657−20.7% | 減碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 46,912 | $653.8 萬 | 0.2% | −198,475−80.9% | 減碼 | 歷史 |
| ITUBItau Unibanco Holding S.A. | SPON ADR REP PFD | 945,338 | $628.7 萬 | 0.2% | −9,964,313−91.3% | 減碼 | 歷史 |
| EGOEldorado Gold Corp | COM | 353,968 | $614.9 萬 | 0.2% | +353,968 | 新進 | 歷史 |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | SPON ADR RP 10 | 864,154 | $547.0 萬 | 0.2% | −28,741−3.2% | 減碼 | 歷史 |
| FTSFortis Inc. | COM | 92,613 | $421.3 萬 | 0.1% | +92,613 | 新進 | 歷史 |
| BAHBooz Allen Hamilton Holding Corp | CL A | 13,858 | $225.6 萬 | 0.1% | −21,747−61.1% | 減碼 | 歷史 |
| SUZSuzano S.A. | SPON ADS | 197,323 | $197.3 萬 | 0.1% | +54,193+37.9% | 加碼 | 歷史 |
| TECKTeck Resources Ltd | CL B | 27,340 | $142.8 萬 | <0.1% | −1,577,505−98.3% | 減碼 | 歷史 |
| NENoble Corp plc | ORD SHS A | 31,795 | $114.9 萬 | <0.1% | +31,795 | 新進 | 歷史 |
| Bilibili Inc.090040AF3 | NOTE 0.500%12/0 | 500,000 | $49.5 萬 | <0.1% | 00.0% | 不變 | – |
| ACICAmerican Coastal Insurance Corp | COM | 22,741 | $25.6 萬 | <0.1% | +2,190+10.7% | 加碼 | 歷史 |
| NUNu Holdings Ltd. | ORD SHS CL A | 15,417 | $21.0 萬 | <0.1% | −1,527−9.0% | 減碼 | 歷史 |
| AMPSAltus Power, Inc. | COM CL A | 62,270 | $19.8 萬 | <0.1% | +47,673+326.6% | 加碼 | 歷史 |
| DASHDoorDash, Inc. | Stock | 1,240 | $17.7 萬 | <0.1% | −110−8.1% | 減碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 11,455 | $16.5 萬 | <0.1% | +8,338+267.5% | 加碼 | 歷史 |
| ROKURoku, Inc | COM CL A | 1,993 | $14.9 萬 | <0.1% | −158,666−98.8% | 減碼 | 歷史 |
| SDRLSEADRILL Ltd | COM | 3,538 | $14.1 萬 | <0.1% | +3,538 | 新進 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 557 | $11.7 萬 | <0.1% | +275+97.5% | 加碼 | 歷史 |
| GBTGGlobal Business Travel Group, Inc. | COM CL A | 12,884 | $9.91 萬 | <0.1% | −5,252−29.0% | 減碼 | 歷史 |
| MGNIMagnite, Inc. | COM | 7,116 | $9.86 萬 | <0.1% | +7,116 | 新進 | 歷史 |
| CRTOCriteo S.A. | SPONS ADS | 2,375 | $9.56 萬 | <0.1% | +2,375 | 新進 | 歷史 |
| SMWBSimilarweb Ltd. | SHS | 10,624 | $9.39 萬 | <0.1% | −956−8.3% | 減碼 | 歷史 |
| AMPLAmplitude, Inc. | Stock | 9,482 | $8.51 萬 | <0.1% | +1,152+13.8% | 加碼 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 11,386 | $8.08 萬 | <0.1% | −11,870−51.0% | 減碼 | 歷史 |
| IAGIamgold Corp | COM | 13,324 | $6.99 萬 | <0.1% | +13,324 | 新進 | 歷史 |
| MYRGMyr Group Inc. | COM | 546 | $5.58 萬 | <0.1% | +451+474.7% | 加碼 | 歷史 |
| DVDoubleVerify Holdings, Inc. | COM | 3,237 | $5.45 萬 | <0.1% | +3,237 | 新進 | 歷史 |
| IASIntegral Ad Science Holding Corp. | COM | 5,023 | $5.43 萬 | <0.1% | +5,023 | 新進 | 歷史 |
| MOSMosaic Co | COM | 1,472 | $3.94 萬 | <0.1% | −134−8.3% | 減碼 | 歷史 |
| SEMRSEMrush Holdings, Inc. | CL A COM | 2,362 | $3.71 萬 | <0.1% | −214−8.3% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 367 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 185 | $3.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADSKAutodesk, Inc. | COM | 121 | $3.33 萬 | <0.1% | −23−16.0% | 減碼 | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 54 | $2.93 萬 | <0.1% | −25−31.6% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 310 | $2.41 萬 | <0.1% | −791−71.8% | 減碼 | 歷史 |
| GXOGXO Logistics, Inc. | Stock | 461 | $2.40 萬 | <0.1% | +461 | 新進 | 歷史 |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 481 | $2.11 萬 | <0.1% | −46−8.7% | 減碼 | 歷史 |
| CERTCertara, Inc. | COM | 1,786 | $2.09 萬 | <0.1% | +1,786 | 新進 | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 559 | $1.27 萬 | <0.1% | +559 | 新進 | 歷史 |
| SHLSShoals Technologies Group, Inc. | CL A | 1,954 | $1.10 萬 | <0.1% | −1,634−45.5% | 減碼 | 歷史 |
| ARRYArray Technologies, Inc. | COM SHS | 1,628 | $1.07 萬 | <0.1% | +1,628 | 新進 | 歷史 |
2024 年第 2 季之後清倉（13 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AMATApplied Materials Inc | Stock | 63,250 | $1,493 萬 | 0.5% | 歷史 |
| EXPEagle Materials Inc | COM | 13,537 | $294.4 萬 | 0.1% | 歷史 |
| COMPCompass, Inc. | CL A | 604,091 | $217.5 萬 | 0.1% | 歷史 |
| ATHMAutohome Inc. | SP ADS RP CL A | 32,480 | $89.2 萬 | <0.1% | 歷史 |
| TCOMTrip.com Group Ltd | ADS | 10,933 | $51.4 萬 | <0.1% | 歷史 |
| Propertyguru Group LtdG7258M108 | ORD SHS | 84,223 | $40.8 萬 | <0.1% | – |
| GLOBGlobant S.A. | COM | 1,577 | $28.1 萬 | <0.1% | 歷史 |
| RCMR1 RCM Inc. | COM | 6,835 | $8.58 萬 | <0.1% | 歷史 |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 730 | $3.07 萬 | <0.1% | – |
| ETNEaton Corp plc | Stock | 92 | $2.88 萬 | <0.1% | 歷史 |
| BXBlackstone Inc. | COM | 737 | $1.25 萬 | <0.1% | 歷史 |
| ACCDAccolade, Inc. | COM | 3,297 | $1.18 萬 | <0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 290 | $5,800 | <0.1% | 歷史 |