ANTIPODES PARTNERS Ltd Q4 2022 Filing
Filed February 8, 2023
Portfolio Value
$2.8T
Holdings
69
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (69 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JDJD.com Inc. | 16,274 | $913.0M | 0.03% | |
| 2 | HTHTHuazhu Group Ltd | 14,783 | $627.0M | 0.02% | |
| 3 | MLB1MercadoLibre SA | 564 | $477.0M | 0.02% | |
| 4 | CLVTrip.com Group Ltd. | 9,809 | $337.0M | 0.01% | |
| 5 | WNSNWNS (Holdings) Limited | 4,187 | $334.0M | 0.01% | |
| 6 | VLRSControladora Vuela Compania de Aviacion SAB de CV | 30,325 | $253.0M | 0.01% | |
| 7 | BEKEKE Holdings Inc. | 15,029 | $209.0M | 0.01% | |
| 8 | D0ADada Nexus Ltd. | 28,515 | $198.0M | 0.01% | |
| 9 | GDSGDS Holdings Ltd. | 3,506 | $72.0M | 0.00% | |
| 10 | 9KGNexTier Oilfield Solutions Inc | 7,413 | $68.0M | 0.00% | |
| 11 | HSICHenry Schein Inc. | 815 | $65.0M | 0.00% | |
| 12 | VIRTVirtu Financial Inc. | 2,821 | $57.0M | 0.00% | |
| 13 | EQTEQT Corporation | 1,550 | $52.0M | 0.00% | |
| 14 | DASHDoorDash Inc. | 1,051 | $51.0M | 0.00% | |
| 15 | CZRCaesars Entertainment Inc | 1,056 | $43.0M | 0.00% | |
| 16 | GXOGXO Logistics Inc | 895 | $38.0M | 0.00% | |
| 17 | ARGXargenx SE | 98 | $37.0M | 0.00% | |
| 18 | SMWBSimilarweb Ltd. | 5,263 | $33.0M | 0.00% | |
| 19 | RYAAYRyanair Holdings Plc | 439 | $32.0M | 0.00% | |
| 20 | ALNYAlnylam Pharmaceuticals Inc | 118 | $28.0M | 0.00% | |
| 21 | UEOWestlake Corporation | 261 | $26.0M | 0.00% | |
| 22 | PATHUiPath Inc | 1,935 | $24.0M | 0.00% | |
| 23 | —PropertyGuru Group Limited | 4,791 | $20.0M | 0.00% | |
| 24 | CFCF Industries Holdings Inc. | 193 | $16.0M | 0.00% | |
| 25 | ACCDEURAccolade Inc. | 886 | $7.0M | 0.00% | |
| 26 | TELLEURTellurian Inc. | 3,864 | $6.0M | 0.00% | |
| 27 | AMEDAmedisys Inc. | 77 | $6.0M | 0.00% | |
| 28 | MRKMerck & Co. Inc. | 1,855,439 | $205K | 0.00% | |
| 29 | FYBRFrontier Communications Parent Inc. | 6,754,600 | $172K | 0.00% | |
| 30 | ORCLOracle Corporation | 2,068,310 | $169K | 0.00% | |
| 31 | ABXBarrick Gold Corporation | 7,867,186 | $135K | 0.00% | |
| 32 | STXSeagate Technology PLC | 2,288,893 | $120K | 0.00% | |
| 33 | NOCNorthrop Grumman Corporation | 209,817 | $114K | 0.00% | |
| 34 | GILDGilead Sciences Inc. | 1,316,741 | $113K | 0.00% | |
| 35 | MSFTMicrosoft Corporation | 459,798 | $110K | 0.00% | |
| 36 | HALHalliburton Company | 2,516,888 | $99K | 0.00% | |
| 37 | TMUST-Mobile US Inc. | 638,264 | $89K | 0.00% | |
| 38 | KOCoca-Cola Company | 1,349,151 | $85K | 0.00% | |
| 39 | TECK/BTeck Resources Ltd | 2,238,151 | $84K | 0.00% | |
| 40 | WBAWalgreens Boots Alliance Inc | 2,189,256 | $81K | 0.00% | |
| 41 | FMXFomento Economico Mexicano SAB de CV | 1,001,691 | $78K | 0.00% | |
| 42 | COFCapital One Financial Corporation | 843,729 | $78K | 0.00% | |
| 43 | WFCWells Fargo & Company | 1,871,027 | $77K | 0.00% | |
| 44 | ABGAmerisourceBergen Corporation | 442,611 | $73K | 0.00% | |
| 45 | SGENUSDSeagen Inc. | 568,447 | $73K | 0.00% | |
| 46 | METAMeta Platforms Inc. | 547,646 | $65K | 0.00% | |
| 47 | LYFTLyft Inc | 5,061,642 | $55K | 0.00% | |
| 48 | BIDUNBaidu Inc. | 460,245 | $52K | 0.00% | |
| 49 | FLSFlowserve Corporation | 1,630,221 | $50K | 0.00% | |
| 50 | LOWLowe's Companies Inc. | 254,498 | $50K | 0.00% | |
| 51 | COMPCompass Inc | 20,295,419 | $47K | 0.00% | |
| 52 | BABAAlibaba Group Holding Ltd. | 529,412 | $46K | 0.00% | |
| 53 | —Frontline Ltd. | 3,694,036 | $44K | 0.00% | |
| 54 | OTISOtis Worldwide Corporation | 545,051 | $42K | 0.00% | |
| 55 | IBKRInteractive Brokers Group Inc. | 570,828 | $41K | 0.00% | |
| 56 | OXYOccidental Petroleum Corporation | 650,432 | $40K | 0.00% | |
| 57 | ITUBItau Unibanco Holding S.A. | 8,484,554 | $39K | 0.00% | |
| 58 | ROKURoku Inc. | 981,612 | $39K | 0.00% | |
| 59 | PAGSPagSeguro Digital Limited | 4,335,980 | $37K | 0.00% | |
| 60 | NTRNutrien Ltd. | 494,749 | $36K | 0.00% | |
| 61 | AEPAmerican Electric Power Company Inc. | 367,395 | $34K | 0.00% | |
| 62 | YUMCYum China Holdings Inc. | 545,322 | $29K | 0.00% | |
| 63 | BAHBooz Allen Hamilton Holding Corporation | 193,381 | $20K | 0.00% | |
| 64 | FTCHQFarfetch Limited | 2,725,132 | $12K | 0.00% | |
| 65 | MUMicron Technology Inc. | 252,393 | $12K | 0.00% | |
| 66 | AMATApplied Materials Inc. | 105,072 | $10K | 0.00% | |
| 67 | DIDIYDiDi Global Inc. | 1,205,317 | $3K | 0.00% | |
| 68 | IBNICICI Bank Limited | 181,379 | $3K | 0.00% | |
| 69 | LMTLockheed Martin Corporation | 2,203 | $1K | 0.00% |