ANTIPODES PARTNERS Ltd Q1 2019 Filing

Filed May 2, 2019

Portfolio Value

$2.0T

Holdings

28

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (28 positions)

#StockSharesValue% PortfolioType
1
CSCOCISCO SYS INC
3,249,679$175.4B8.67%
2
MSFTMICROSOFT CORP
1,388,707$163.8B8.09%
3
GEGENERAL ELECTRIC CO
13,971,498$139.6B6.90%
4
KTKT CORP
10,905,566$135.7B6.70%
5
TPRTAPESTRY INC
4,078,407$132.5B6.55%
6
QCOMQUALCOMM
1,900,800$108.4B5.36%
7
BIDUNBAIDU INC
634,288$104.6B5.17%
8
EXPEEXPEDIA INC DEL
873,064$103.9B5.13%
9
FMC TECHNOLOGIES INC
4,212,744$99.1B4.90%
10
ABXBARRICK GOLD CORP
6,750,548$92.5B4.57%
11
GILDGILEAD SCIENCES INC
1,394,971$90.7B4.48%
12
INTCINTEL CORP
1,579,298$84.8B4.19%
13
JDJD COM INC
2,687,499$81.0B4.00%
14
RRCRANGE RES CORP
7,130,573$80.1B3.96%
15
COFCAPITAL ONE FINL CORP
946,141$77.3B3.82%
16
GOOGLALPHABET INC
63,243$74.4B3.68%
17
EFXEQUIFAX INC
529,265$62.7B3.10%
18
METAFacebook Inc. Class A FB-US
286,947$47.8B2.36%
19
CNXCNX RESOURCES CORPORATION
4,357,881$46.9B2.32%
20
OCOWENS CORNING NEW
830,527$39.1B1.93%
21
TIFEURTIFFANY & CO NEW
201,258$21.2B1.05%
22
CEFCentral Fund of Canada Limited Class A CEF-US
1,639,795$20.3B1.00%
23
YUMCYUM CHINA HLDGS INC
423,539$19.0B0.94%
24
KBIAKB FINANCIAL GROUP INC
201,769$7.5B0.37%
25
IBNICICI BK LTD
574,578$6.6B0.33%
26
WABWestinghouse Air Brake Technologies Corporation WAB-US
74,495$5.5B0.27%
27
BABAALIBABA GROUP HLDG LTD
8,235$1.5B0.07%
28
PVHPVH CORP
10,939$1.3B0.07%