ANTIPODES PARTNERS Ltd Q2 2017 Filing
Filed July 11, 2017
Portfolio Value
$759.5B
Holdings
24
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BIDUNBAIDU INC | 447,798 | $80.1B | 10.55% | |
| 2 | GILDGILEAD SCIENCES INC | 1,095,357 | $77.5B | 10.21% | |
| 3 | MSFTMICROSOFT CORP | 930,714 | $64.2B | 8.45% | |
| 4 | ODPEUROFFICE DEPOT INC | 11,238,963 | $63.4B | 8.35% | |
| 5 | CSCOCISCO SYS INC | 1,979,930 | $62.0B | 8.16% | |
| 6 | JDJD COM INC | 1,128,239 | $44.3B | 5.83% | |
| 7 | —CONSOL ENERGY INC | 2,806,977 | $41.9B | 5.52% | |
| 8 | —AMAYA INC | 2,182,425 | $39.1B | 5.14% | |
| 9 | TWTRUSDTWITTER INC | 2,146,936 | $38.4B | 5.05% | |
| 10 | NTAPNETAPP INC | 945,868 | $37.9B | 4.99% | |
| 11 | COFCAPITAL ONE FINL CORP | 442,552 | $36.6B | 4.81% | |
| 12 | W3UWESTERN UN CO | 1,793,644 | $34.2B | 4.50% | |
| 13 | KBIAKB FINANCIAL GROUP INC | 640,736 | $32.4B | 4.26% | |
| 14 | QCOMQUALCOMM | 513,756 | $28.4B | 3.74% | |
| 15 | ABXBARRICK GOLD CORP | 1,453,501 | $23.1B | 3.04% | |
| 16 | IBNICICI BK LTD | 2,088,871 | $18.7B | 2.47% | |
| 17 | —LINE CORP | 361,234 | $12.6B | 1.65% | |
| 18 | —UNITED STATES NATL GAS FUND | 1,513,679 | $10.3B | 1.35% | |
| 19 | —DYNEGY INC NEW DEL | 1,077,811 | $8.9B | 1.17% | |
| 20 | TRVCCITIGROUP INC | 33,559 | $2.2B | 0.30% | |
| 21 | ARLPALLIANCE RES PARTNER L P | 98,602 | $1.9B | 0.25% | |
| 22 | ITUBITAU UNIBANCO HLDG SA | 74,971 | $828.0M | 0.11% | |
| 23 | WUBAUSD58 COM INC | 11,715 | $517.0M | 0.07% | |
| 24 | —BITAUTO HLDGS LTD | 10,932 | $314.0M | 0.04% |