ANTIPODES PARTNERS Ltd Q4 2021 Filing

Filed February 14, 2022

Portfolio Value

$2.8T

Holdings

35

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (35 positions)

#StockSharesValue% PortfolioType
1
MSFTMicrosoft Corporation
594,593$184.9B6.55%
2
CTRACabot Oil & Gas Corporation
8,436,352$184.8B6.54%
3
FYBRFrontier Communications Parent Inc
6,443,936$171.8B6.08%
4
STXSeagate Technology PLC
1,546,920$165.8B5.87%
5
XOMExxon Mobil Corporation
2,163,518$164.3B5.82%
6
MRKMerck & Co. Inc
1,970,789$160.6B5.69%
7
TECK/BTeck Resources Ltd
4,750,473$146.6B5.19%
8
AMZNAmazon.com Inc
42,692$127.7B4.52%
9
ORCLOracle Corporation
1,477,153$119.9B4.24%
10
EQTEQT Corporation
5,456,570$116.0B4.11%
11
WBAWalgreens Boots Alliance Inc
2,248,235$111.9B3.96%
12
KOCoca-Cola Company
1,683,161$102.7B3.64%
13
CLVTrip.com Group Ltd
3,834,153$102.0B3.61%
14
TMUST-Mobile US Inc
896,885$97.0B3.44%
15
GEGeneral Electric Company
933,259$88.2B3.12%
16
BEKEKE Holdings Inc
3,970,271$86.5B3.06%
17
COFCapital One Financial Corporation
565,459$83.0B2.94%
18
METAMeta Platforms Inc
214,792$67.3B2.38%
19
NOCNorthrop Grumman Corporation
162,543$60.1B2.13%
20
QRVOQorvo Inc
434,566$59.7B2.11%
21
IBKRInteractive Brokers Group Inc
865,699$59.0B2.09%
22
SGENUSDSeagen Inc
416,377$56.0B1.98%
23
YUMCYum China Holdings Inc
1,081,650$52.1B1.84%
24
SONOSonos Inc
2,035,277$51.3B1.82%
25
ABXBarrick Gold Corporation
2,485,942$47.6B1.69%
26
TWTRUSDTwitter Inc
1,128,530$42.3B1.50%
27
NTRNutrien Ltd
599,962$41.9B1.48%
28
TPRTapestry Inc
842,613$32.0B1.13%
29
COMPCompass Inc
3,209,660$27.5B0.98%
30
IBNICICI Bank Limited
302,901$6.6B0.23%
31
RYAAYRyanair Holdings Plc
38,261$4.3B0.15%
32
JDJD.com Inc
24,653$1.8B0.07%
33
HTHTHuazhu Group Ltd
26,175$1.0B0.04%
34
MLB1MercadoLibre SA
68$76.0M0.00%
35
HDBHDFC Bank Ltd
751$51.0M0.00%