ANTIPODES PARTNERS Ltd Q2 2022 Filing
Filed August 12, 2022
Portfolio Value
$2.4T
Holdings
42
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MRKMerck & Co. Inc. | 1,948,465 | $177.6B | 7.40% | |
| 2 | ORCLOracle Corporation | 2,282,429 | $159.5B | 6.64% | |
| 3 | FYBRFrontier Communications Parent Inc. | 6,256,575 | $147.3B | 6.13% | |
| 4 | MSFTMicrosoft Corporation | 506,429 | $130.1B | 5.42% | |
| 5 | TMUST-Mobile US Inc. | 799,068 | $107.5B | 4.48% | |
| 6 | EQTEQT Corporation | 2,989,289 | $102.8B | 4.28% | |
| 7 | CTRACoterra Energy Inc. | 3,857,681 | $99.5B | 4.14% | |
| 8 | ABXBarrick Gold Corporation | 5,417,223 | $95.8B | 3.99% | |
| 9 | NOCNorthrop Grumman Corporation | 195,882 | $93.7B | 3.90% | |
| 10 | CLVTrip.com Group Ltd. | 3,303,707 | $90.7B | 3.78% | |
| 11 | TECK/BTeck Resources Ltd | 2,894,440 | $88.5B | 3.69% | |
| 12 | STXSeagate Technology PLC | 1,238,474 | $88.5B | 3.69% | |
| 13 | WBAWalgreens Boots Alliance Inc | 2,138,563 | $81.1B | 3.38% | |
| 14 | KOCoca-Cola Company | 1,264,179 | $79.5B | 3.31% | |
| 15 | IBKRInteractive Brokers Group Inc. | 1,361,156 | $74.9B | 3.12% | |
| 16 | BEKEKE Holdings Inc. | 3,764,343 | $67.6B | 2.81% | |
| 17 | YUMCYum China Holdings Inc. | 1,291,476 | $62.6B | 2.61% | |
| 18 | AMZNAmazon.com Inc. | 543,510 | $57.7B | 2.40% | |
| 19 | METAMeta Platforms Inc. | 348,519 | $56.2B | 2.34% | |
| 20 | BIDUNBaidu Inc. | 368,224 | $54.8B | 2.28% | |
| 21 | ROKURoku Inc. | 650,910 | $53.5B | 2.23% | |
| 22 | SGENUSDSeagen Inc. | 298,423 | $52.8B | 2.20% | |
| 23 | NTRNutrien Ltd. | 617,580 | $49.2B | 2.05% | |
| 24 | COMPCompass Inc | 12,779,447 | $46.1B | 1.92% | |
| 25 | WFCWells Fargo & Company | 1,056,839 | $41.4B | 1.72% | |
| 26 | SONOSonos Inc. | 2,271,784 | $41.0B | 1.71% | |
| 27 | PATHUiPath Inc | 2,035,023 | $37.0B | 1.54% | |
| 28 | FLSFlowserve Corporation | 1,254,973 | $35.9B | 1.50% | |
| 29 | BABAAlibaba Group Holding Ltd. | 261,867 | $29.8B | 1.24% | |
| 30 | GDSGDS Holdings Ltd. | 527,934 | $17.6B | 0.73% | |
| 31 | OTISOtis Worldwide Corporation | 242,047 | $17.1B | 0.71% | |
| 32 | OXYOccidental Petroleum Corporation | 273,537 | $16.1B | 0.67% | |
| 33 | QRVOQorvo Inc. | 160,588 | $15.1B | 0.63% | |
| 34 | GEGeneral Electric Company | 234,618 | $14.9B | 0.62% | |
| 35 | ABGAmerisourceBergen Corporation | 91,070 | $12.9B | 0.54% | |
| 36 | IBNICICI Bank Limited | 71,734 | $1.3B | 0.05% | |
| 37 | JDJD.com Inc. | 17,121 | $1.1B | 0.05% | |
| 38 | LMTLockheed Martin Corporation | 2,530 | $1.1B | 0.05% | |
| 39 | APIAgora Inc. | 63,072 | $414.0M | 0.02% | |
| 40 | HTHTHuazhu Group Ltd | 9,199 | $350.0M | 0.01% | |
| 41 | WNSNWNS (Holdings) Limited | 3,466 | $258.0M | 0.01% | |
| 42 | MLB1MercadoLibre SA | 68 | $43.0M | 0.00% |