ANTIPODES PARTNERS Ltd Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2.9B

Holdings

84

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (84 positions)

#StockSharesValue% PortfolioType
1
ABXBarrick Gold Corp
9,642,776$191.8T6648004.96%
2
AMZNAmazon.com Inc
998,811$186.1T6450903.92%
3
MRKMerck & Co Inc
1,575,816$179.0T6202765.49%
4
ORCLOracle Corp
914,152$155.8T5399362.40%
5
COFCapital One Financial Corp
958,243$143.5T4973234.67%
6
AEEAmeren Corp
1,264,203$110.6T3832487.63%
7
ALCAlcon AG
1,076,360$107.6T3729337.18%
8
MSFTMicrosoft Corp
243,075$104.6T3625485.01%
9
WDAYWorkday Inc
394,975$96.5T3346131.85%
10
VENVentas Inc
1,449,916$93.0T3222987.02%
11
BEKEKE Holdings Inc
4,649,976$92.6T3209049.72%
12
METAMeta Platforms Inc
148,322$84.9T2942998.35%
13
AAAlcoa Corp
2,189,749$84.5T2928269.42%
14
GOOGLAlphabet Inc
492,573$81.7T2831656.39%
15
QCOMQUALCOMM Inc
460,170$78.3T2712372.98%
16
AEPAmerican Electric Power Co Inc
712,731$73.1T2534705.36%
17
OXYOccidental Petroleum Corp
1,332,387$68.7T2380286.71%
18
LOWLowe's Cos Inc
236,590$64.1T2221159.25%
19
PDDPDD Holdings Inc
467,500$63.0T2184530.91%
20
FMXFomento Economico Mexicano SAB
635,495$62.7T2174341.55%
21
ALLYAlly Financial Inc
1,683,184$59.9T2076414.51%
22
VRTXVertex Pharmaceuticals Inc
127,853$59.5T2061071.51%
23
BIDUNBaidu Inc
550,535$58.0T2009215.56%
24
UBSUBS Group AG
1,864,442$57.6T1996488.40%
25
NTRNutrien Ltd
925,777$44.5T1542213.94%
26
FYBRFrontier Communications Parent
1,213,949$43.1T1495030.75%
27
BABAAlibaba Group Holding Ltd
375,427$39.8T1380947.67%
28
ALNYAlnylam Pharmaceuticals Inc
139,375$38.3T1328677.02%
29
FLUTFlutter Entertainment PLC
150,907$35.6T1233122.42%
30
AEMAgnico Eagle Mines Ltd
415,919$33.5T1161402.34%
31
ABGCencora Inc
147,972$33.3T1154438.82%
32
GPNGlobal Payments Inc
315,352$32.3T1119527.69%
33
NEMNewmont Corp
529,796$28.3T981546.45%
34
B7SBrookdale Senior Living Inc
4,053,218$27.5T953946.93%
35
KEYSKeysight Technologies Inc
163,742$26.0T902028.90%
36
MUMicron Technology Inc
208,679$21.6T750159.92%
37
KOCoca-Cola Co/The
300,652$21.6T748868.88%
38
GEVGE Vernova Inc
58,940$15.0T520919.62%
39
TSMTaiwan Semiconductor Manufactu
77,018$13.4T463629.98%
40
ZZillow Group Inc
185,132$11.8T409729.15%
41
LYBLyondellBasell Industries NV
92,968$8.9T309034.22%
42
ASAIYSendas Distribuidora S/A
1,144,749$7.9T272994.06%
43
OTISOtis Worldwide Corp
67,815$7.0T244322.21%
44
IBKRInteractive Brokers Group Inc
46,912$6.5T226608.71%
45
ITUBItau Unibanco Holding SA
945,338$6.3T217903.02%
46
ELDEldorado Gold Corp
353,968$6.1T213117.09%
47
VLRSControladora Vuela Cia de Avia
864,154$5.5T189604.80%
48
FTSFortis Inc/Canada
92,613$4.2T146018.83%
49
BAHBooz Allen Hamilton Holding Co
13,858$2.3T78181.28%
50
SUZSuzano SA
197,323$2.0T68396.23%
51
TECK/BTeck Resources Ltd
27,340$1.4T49505.82%
52
NENoble Corp PLC
31,795$1.1T39829.18%
53
BILI 0.5 12/01/26BILIBILI INC
500,000$495.4B17169.03%
54
ACICAmerican Coastal Insurance Cor
22,741$256.3B8883.59%
55
NUNU Holdings Ltd/Cayman Islands
15,417$210.5B7294.35%
56
AMPSUSDAltus Power Inc
62,270$198.0B6863.74%
57
DASHDoorDash Inc
1,240$177.0B6134.67%
58
PBRPetroleo Brasileiro SA
11,455$165.1B5721.53%
59
ROKURoku Inc
1,993$148.8B5157.62%
60
SDRLSeadrill Ltd
3,538$140.6B4873.48%
61
VEEVVeeva Systems Inc
557$116.9B4051.91%
62
GBTGGlobal Business Travel Group I
12,884$99.1B3434.24%
63
MGNIMagnite Inc
7,116$98.6B3416.19%
64
CRTOCriteo SA
2,375$95.6B3312.66%
65
SMWBSimilarWeb Ltd
10,624$93.9B3255.33%
66
AMPLAmplitude Inc
9,482$85.1B2948.14%
67
LUMNLumen Technologies Inc
11,386$80.8B2802.09%
68
IMGIAMGOLD Corp
13,324$69.9B2423.78%
69
MYRGMYR Group Inc
546$55.8B1934.77%
70
DVDoubleVerify Holdings Inc
3,237$54.5B1889.47%
71
IASIntegral Ad Science Holding Co
5,023$54.3B1882.12%
72
MOSMosaic Co/The
1,472$39.4B1366.38%
73
SEMRSEMrush Holdings Inc
2,362$37.1B1286.22%
74
IRIngersoll Rand Inc
367$36.0B1248.68%
75
GEGeneral Electric Co
185$34.9B1209.27%
76
ADSKAutodesk Inc
121$33.3B1155.38%
77
ARGXArgenx SE
54$29.3B1014.62%
78
JCIJohnson Controls International
310$24.1B833.94%
79
GXOGXO Logistics Inc
461$24.0B832.04%
80
GPCRStructure Therapeutics Inc
481$21.1B731.77%
81
CERTCertara Inc
1,786$20.9B724.94%
82
FLNCFluence Energy Inc
559$12.7B440.04%
83
SHLSShoals Technologies Group Inc
1,954$11.0B379.97%
84
ARRYArray Technologies Inc
1,628$10.7B372.45%