ANTIPODES PARTNERS Ltd Q1 2022 Filing
Filed April 21, 2022
Portfolio Value
$2.8T
Holdings
37
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EQTEQT Corporation | 5,610,868 | $193.1B | 6.85% | |
| 2 | MRKMerck & Co. Inc. | 2,187,642 | $179.5B | 6.36% | |
| 3 | FYBRFrontier Communications Parent Inc. | 6,402,492 | $177.2B | 6.28% | |
| 4 | CTRACabot Oil & Gas Corporation | 6,516,639 | $175.8B | 6.23% | |
| 5 | MSFTMicrosoft Corporation | 555,400 | $171.2B | 6.07% | |
| 6 | ORCLOracle Corporation | 2,015,380 | $166.7B | 5.91% | |
| 7 | TECK/BTeck Resources Ltd | 3,962,472 | $160.0B | 5.67% | |
| 8 | STXSeagate Technology PLC | 1,386,663 | $124.7B | 4.42% | |
| 9 | TMUST-Mobile US Inc. | 871,211 | $111.8B | 3.96% | |
| 10 | AMZNAmazon.com Inc. | 34,251 | $111.7B | 3.96% | |
| 11 | NOCNorthrop Grumman Corporation | 242,163 | $108.3B | 3.84% | |
| 12 | KOCoca-Cola Company | 1,705,279 | $105.7B | 3.75% | |
| 13 | WBAWalgreens Boots Alliance Inc | 2,360,003 | $105.7B | 3.75% | |
| 14 | CLVTrip.com Group Ltd. | 4,364,406 | $100.9B | 3.58% | |
| 15 | ABXBarrick Gold Corporation | 4,108,433 | $100.8B | 3.57% | |
| 16 | TWTRUSDTwitter Inc. | 2,052,150 | $79.4B | 2.82% | |
| 17 | IBKRInteractive Brokers Group Inc. | 1,076,678 | $71.0B | 2.52% | |
| 18 | METAMeta Platforms Inc. | 285,092 | $63.4B | 2.25% | |
| 19 | SGENUSDSeagen Inc. | 422,452 | $60.9B | 2.16% | |
| 20 | QRVOQorvo Inc. | 466,885 | $57.9B | 2.05% | |
| 21 | SONOSonos Inc. | 1,981,715 | $55.9B | 1.98% | |
| 22 | NTRNutrien Ltd. | 455,839 | $47.4B | 1.68% | |
| 23 | FLSFlowserve Corporation | 1,313,303 | $47.1B | 1.67% | |
| 24 | YUMCYum China Holdings Inc. | 1,133,722 | $47.1B | 1.67% | |
| 25 | WFCWells Fargo & Company | 953,703 | $46.2B | 1.64% | |
| 26 | COFCapital One Financial Corporation | 333,242 | $43.8B | 1.55% | |
| 27 | COMPCompass Inc | 3,618,009 | $28.4B | 1.01% | |
| 28 | HALHalliburton Company | 719,377 | $27.2B | 0.97% | |
| 29 | BEKEKE Holdings Inc. | 1,261,602 | $15.6B | 0.55% | |
| 30 | ABGAmerisourceBergen Corporation | 87,316 | $13.5B | 0.48% | |
| 31 | GEGeneral Electric Company | 118,583 | $10.8B | 0.38% | |
| 32 | IBNICICI Bank Limited | 351,948 | $6.7B | 0.24% | |
| 33 | RYAAYRyanair Holdings Plc | 31,948 | $2.8B | 0.10% | |
| 34 | JDJD.com Inc. | 23,490 | $1.4B | 0.05% | |
| 35 | HTHTHuazhu Group Ltd | 10,885 | $359.0M | 0.01% | |
| 36 | WNSNWNS (Holdings) Limited | 4,105 | $350.0M | 0.01% | |
| 37 | MLB1MercadoLibre SA | 68 | $80.0M | 0.00% |