ANTIPODES PARTNERS Ltd Q1 2018 Filing
Filed April 13, 2018
Portfolio Value
$2.2T
Holdings
26
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GILDGILEAD SCIENCES INC | 2,705,852 | $204.0B | 9.15% | |
| 2 | CSCOCISCO SYS INC | 4,298,311 | $184.4B | 8.27% | |
| 3 | KTKT CORP | 12,913,695 | $176.9B | 7.93% | |
| 4 | MSFTMICROSOFT CORP | 1,798,503 | $164.1B | 7.36% | |
| 5 | BIDUNBAIDU INC | 720,558 | $160.8B | 7.21% | |
| 6 | QCOMQUALCOMM | 2,646,331 | $146.6B | 6.58% | |
| 7 | TPRTAPESTRY INC | 2,582,406 | $135.9B | 6.09% | |
| 8 | —FMC TECHNOLOGIES INC | 4,393,245 | $129.4B | 5.80% | |
| 9 | CNXCNX RESOURCES CORPORATION | 6,572,992 | $101.4B | 4.55% | |
| 10 | NTAPNETAPP INC | 1,621,721 | $100.0B | 4.49% | |
| 11 | JDJD COM INC | 2,223,361 | $90.0B | 4.04% | |
| 12 | TRIPTRIPADVISOR INC | 2,034,263 | $83.2B | 3.73% | |
| 13 | AYAEURSTARS GROUP INC | 2,980,313 | $82.1B | 3.68% | |
| 14 | ORCLORACLE CORP | 1,768,377 | $80.9B | 3.63% | |
| 15 | COFCAPITAL ONE FINL CORP | 633,995 | $60.7B | 2.72% | |
| 16 | RRCRANGE RES CORP | 3,772,258 | $54.8B | 2.46% | |
| 17 | UAAUNDER ARMOUR INC | 3,340,909 | $54.6B | 2.45% | |
| 18 | ABXBARRICK GOLD CORP | 4,167,156 | $51.9B | 2.33% | |
| 19 | GOOGLALPHABET INC | 40,282 | $41.8B | 1.87% | |
| 20 | KBIAKB FINANCIAL GROUP INC | 526,756 | $30.5B | 1.37% | |
| 21 | METAFACEBOOK INC | 185,704 | $29.7B | 1.33% | |
| 22 | ODPEUROFFICE DEPOT INC | 13,644,201 | $29.3B | 1.32% | |
| 23 | CEFCENTRAL FD CDA LTD | 1,625,600 | $21.5B | 0.96% | |
| 24 | —LINE CORP | 354,567 | $13.8B | 0.62% | |
| 25 | ITUBITAU UNIBANCO HLDG SA | 49,514 | $772.0M | 0.03% | |
| 26 | —BITAUTO HLDGS LTD | 30,877 | $653.0M | 0.03% |