ANTIPODES PARTNERS Ltd
CIK 1652442 · Holdings on Sep 30, 2024 · First reported Nov 14, 2024
Top ten holdings
Q3 2024- ABX6.65%
- AMZN6.45%
- MRK6.20%
- ORCL5.40%
- COF4.97%
- AEE3.83%
- ALC3.73%
- MSFT3.63%
- WDAY3.35%
- VTR3.22%
Share classes counted separately47.43%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PDDWeight increased · +2.15 pp0.03% → 2.18%Shares +460.62K (+6697.03%)
- ABXWeight increased · +2.11 pp4.54% → 6.65%Shares +2.16M (+28.81%)
- AEPWeight decreased · -1.83 pp4.36% → 2.53%Shares -655.81K (-47.92%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | ABXBARRICK GOLD CORP View history and evidence | $191.81M | 6.65% | 9.64M shares | 4.54% → 6.65%+2.11 pp +2.16M (+28.81%) | Added | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $186.12M | 6.45% | 998.81K shares | 5.49% → 6.45%+0.96 pp +216.62K (+27.69%) | Added | ↗▾ |
| 03 | MRKMERCK & CO. INC. View history and evidence | $178.96M | 6.20% | 1.58M shares | 7.54% → 6.20%-1.34 pp -99.83K (-5.96%) | Reduced | ↗▾ |
| 04 | ORCLORACLE CORP View history and evidence | $155.78M | 5.40% | 914.15K shares | 6.42% → 5.40%-1.02 pp -337.91K (-26.99%) | Reduced | ↗▾ |
| 05 | COFCAPITAL ONE FINANCIAL CORP View history and evidence | $143.49M | 4.97% | 958.24K shares | 3.41% → 4.97%+1.56 pp +279.77K (+41.24%) | Added | ↗▾ |
| 06 | AEEAMEREN CORPORATION View history and evidence | $110.58M | 3.83% | 1.26M shares | 2.85% → 3.83%+0.98 pp +160.64K (+14.56%) | Added | ↗▾ |
| 07 | ALCALCON INC View history and evidence | $107.60M | 3.73% | 1.08M shares | Prior unavailable +1.08M | New | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $104.60M | 3.63% | 243.07K shares | 4.61% → 3.63%-0.98 pp -40.93K (-14.41%) | Reduced | ↗▾ |
| 09 | WDAYWORKDAY INC-CLASS A View history and evidence | $96.54M | 3.35% | 394.98K shares | Prior unavailable +394.98K | New | ↗▾ |
| 10 | VTRVENTAS INC View history and evidence | $92.99M | 3.22% | 1.45M shares | 2.67% → 3.22%+0.55 pp +15.72K (+1.10%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AMAT APPLIED MATERIALS INC | Non-derivative | -63,250 | -$14.93M | SEC filing ↗ | SEC filing ↗ |
| EXP EAGLE MATERIALS INC | Non-derivative | -13,537 | -$2.94M | SEC filing ↗ | SEC filing ↗ |
| COMP COMPASS INC - CLASS A | Non-derivative | -604,091 | -$2.17M | SEC filing ↗ | SEC filing ↗ |
3 / 13 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1652442 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2885206320
}Research all 84 reported holdings.
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