ANTIPODES PARTNERS Ltd Q1 2017 Filing
Filed April 11, 2017
Portfolio Value
$565.3B
Holdings
23
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BIDUNBAIDU INC | 343,489 | $57.4B | 10.14% | |
| 2 | GILDGILEAD SCIENCES INC | 781,418 | $55.6B | 9.84% | |
| 3 | CSCOCISCO SYS INC | 1,556,031 | $48.2B | 8.53% | |
| 4 | ODPEUROFFICE DEPOT INC | 10,126,124 | $46.6B | 8.24% | |
| 5 | MSFTMICROSOFT CORP | 680,575 | $43.0B | 7.61% | |
| 6 | JDJD COM INC | 1,393,257 | $36.9B | 6.52% | |
| 7 | W3UWESTERN UN CO | 1,598,231 | $34.4B | 6.09% | |
| 8 | NTAPNETAPP INC | 825,263 | $30.1B | 5.32% | |
| 9 | COFCAPITAL ONE FINL CORP | 343,970 | $29.9B | 5.30% | |
| 10 | —AMAYA INC | 1,767,302 | $25.8B | 4.56% | |
| 11 | KBIAKB FINANCIAL GROUP INC | 720,134 | $25.4B | 4.48% | |
| 12 | ABXBARRICK GOLD CORP | 1,471,766 | $24.5B | 4.33% | |
| 13 | —UNITED STATES NATL GAS FUND | 3,119,089 | $23.6B | 4.18% | |
| 14 | IBNICICI BK LTD | 3,052,290 | $23.3B | 4.12% | |
| 15 | —CONSOL ENERGY INC | 1,290,688 | $23.3B | 4.12% | |
| 16 | ARLPALLIANCE RES PARTNER L P | 498,866 | $11.0B | 1.95% | |
| 17 | —LINE CORP | 272,234 | $9.2B | 1.62% | |
| 18 | —DYNEGY INC NEW DEL | 1,015,645 | $8.0B | 1.41% | |
| 19 | SHGSHINHAN FINANCIAL GROUP CO L | 126,375 | $4.7B | 0.84% | |
| 20 | —ZHAOPIN LTD | 203,819 | $3.1B | 0.54% | |
| 21 | ITUBITAU UNIBANCO HLDG SA | 61,921 | $747.0M | 0.13% | |
| 22 | WUBAUSD58 COM INC | 11,715 | $415.0M | 0.07% | |
| 23 | —BITAUTO HLDGS LTD | 10,932 | $280.0M | 0.05% |