Antipodes Partners Ltd Top Holdings and 13F Report (2024) About Antipodes Partners LtdInvestment ActivityAntipodes Partners Ltd has $2.89 billion in total holdings as of September 30, 2024.Antipodes Partners Ltd owns shares of 84 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 25.42% of the portfolio was purchased this quarter.About 25.98% of the portfolio was sold this quarter.This quarter, Antipodes Partners Ltd has purchased 78 new stocks and bought additional shares in 24 stocks.Antipodes Partners Ltd sold shares of 38 stocks and completely divested from 13 stocks this quarter.Largest Holdings Barrick Gold $191,808,638Amazon.com $186,121,867Merck & Co., Inc. $178,962,562Oracle $155,782,728Capital One Financial $143,488,065 Largest New Holdings this Quarter Alcon $107,599,060 HoldingWorkday $96,542,797 HoldingAlly Financial $59,908,836 HoldingUBS Group $57,602,803 HoldingFlutter Entertainment PLC $35,578,122 Holding Largest Purchases this Quarter Alcon 1,076,360 shares (about $107.60M)Workday 394,975 shares (about $96.54M)PDD 460,622 shares (about $62.10M)Ally Financial 1,683,184 shares (about $59.91M)UBS Group 1,864,442 shares (about $57.60M) Largest Sales this Quarter Teck Resources 1,577,505 shares (about $82.41M)Cencora 339,129 shares (about $76.34M)Alibaba Group 639,743 shares (about $67.89M)American Electric Power 655,812 shares (about $67.29M)Itaú Unibanco 9,964,313 shares (about $66.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAntipodes Partners Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOLDBarrick Gold$191,808,638$42,895,638 ▲28.8%9,642,7766.6%Basic MaterialsAMZNAmazon.com$186,121,867$40,364,782 ▲27.7%998,8116.5%Retail/WholesaleMRKMerck & Co., Inc.$178,962,562$11,337,512 ▼-6.0%1,575,8166.2%MedicalORCLOracle$155,782,728$57,583,673 ▼-27.0%914,1525.4%Computer and TechnologyCOFCapital One Financial$143,488,065$41,893,131 ▲41.2%958,2435.0%FinanceAEEAmeren$110,575,163$14,050,412 ▲14.6%1,264,2033.8%UtilitiesALCAlcon$107,599,060$107,599,060 ▲New Holding1,076,3603.7%MedicalMSFTMicrosoft$104,602,711$17,611,727 ▼-14.4%243,0753.6%Computer and TechnologyWDAYWorkday$96,542,797$96,542,797 ▲New Holding394,9753.3%Computer and TechnologyVTRVentas$92,989,815$1,008,068 ▲1.1%1,449,9163.2%FinanceBEKEKE$92,587,695$9,188,231 ▲11.0%4,649,9763.2%FinanceMETAMeta Platforms$84,911,565$41,795,139 ▼-33.0%148,3222.9%Computer and TechnologyAAAlcoa$84,486,605$5,773,604 ▼-6.4%2,189,7492.9%Industrial ProductsGOOGLAlphabet$81,699,120$13,374,610 ▲19.6%492,5732.8%Computer and TechnologyQCOMQUALCOMM$78,257,548$6,680,556 ▼-7.9%460,1702.7%Computer and TechnologyAEPAmerican Electric Power$73,131,471$67,291,161 ▼-47.9%712,7312.5%UtilitiesOXYOccidental Petroleum$68,676,175$16,223,745 ▼-19.1%1,332,3872.4%Oils/EnergyLOWLowe's Companies$64,085,020$5,177,400 ▼-7.5%236,5902.2%Retail/WholesalePDDPDD$63,028,217$62,100,927 ▲6,697.0%467,5002.2%Multi-Sector ConglomeratesFMXFomento Económico Mexicano$62,734,233$27,468,728 ▼-30.5%635,4952.2%Consumer StaplesALLYAlly Financial$59,908,836$59,908,836 ▲New Holding1,683,1842.1%FinanceVRTXVertex Pharmaceuticals$59,466,159$259,533 ▲0.4%127,8532.1%MedicalBIDUBaidu$57,970,008$6,865,087 ▼-10.6%550,5352.0%Computer and TechnologyUBSUBS Group$57,602,803$57,602,803 ▲New Holding1,864,4422.0%FinanceNTRNutrien$44,496,049$29,738,211 ▼-40.1%925,7771.5%Basic MaterialsFYBRFrontier Communications Parent$43,134,717$34,711,617 ▼-44.6%1,213,9491.5%Computer and TechnologyBABAAlibaba Group$39,843,185$67,894,421 ▼-63.0%375,4271.4%Retail/WholesaleALNYAlnylam Pharmaceuticals$38,335,069$38,265,481 ▲54,988.9%139,3751.3%MedicalFlutter Entertainment PLC$35,578,122$35,578,122 ▲New Holding150,9071.2%COMAEMAgnico Eagle Mines$33,508,850$36,838,554 ▼-52.4%415,9191.2%Basic MaterialsCORCencora$33,307,938$76,336,656 ▼-69.6%147,9721.2%MedicalGPNGlobal Payments$32,300,680$9,677,544 ▼-23.1%315,3521.1%Business ServicesNEMNewmont$28,319,637$15,604,890 ▲122.7%529,7961.0%Basic MaterialsBKDBrookdale Senior Living$27,523,334$27,423,718 ▲27,529.3%4,053,2181.0%MedicalKEYSKeysight Technologies$26,025,392$26,025,392 ▲New Holding163,7420.9%Computer and TechnologyMUMicron Technology$21,643,659$14,046,561 ▲184.9%208,6790.8%Computer and TechnologyKOCoca-Cola$21,606,410$3,910,184 ▲22.1%300,6520.7%Consumer StaplesGE Vernova Inc$15,029,604$8,727,574 ▼-36.7%58,9400.5%COMTSMTaiwan Semiconductor Manufacturing$13,376,680$2,058,659 ▼-13.3%77,0180.5%Computer and TechnologyZZillow Group$11,821,530$11,684,690 ▲8,538.9%185,1320.4%FinanceLYBLyondellBasell Industries$8,916,274$3,423,205 ▼-27.7%92,9680.3%Basic MaterialsASAISendas Distribuidora$7,876,441$980,134 ▲14.2%1,144,7490.3%Consumer DiscretionaryOTISOtis Worldwide$7,049,199$1,835,401 ▼-20.7%67,8150.2%ConstructionIBKRInteractive Brokers Group$6,538,128$27,661,472 ▼-80.9%46,9120.2%FinanceITUBItaú Unibanco$6,286,951$66,267,459 ▼-91.3%945,3380.2%FinanceEGOEldorado Gold$6,148,867$6,148,867 ▲New Holding353,9680.2%Basic MaterialsVLRSControladora Vuela Compañía de Aviación$5,470,489$181,944 ▼-3.2%864,1540.2%TransportationFTSFortis$4,212,944$4,212,944 ▲New Holding92,6130.1%UtilitiesBAHBooz Allen Hamilton$2,255,691$3,539,797 ▼-61.1%13,8580.1%Business ServicesSUZSuzano$1,973,372$541,969 ▲37.9%197,3230.1%Basic MaterialsTECKTeck Resources$1,428,345$82,414,827 ▼-98.3%27,3400.0%Basic MaterialsNENoble$1,149,154$1,149,154 ▲New Holding31,7950.0%Oils/EnergyBILIBILI INC$495,3620.0%500,0000.0%NOTEACICAtlas Crest Investment$256,310$24,683 ▲10.7%22,7410.0%FinanceNUNU$210,457$209,392 ▲19,665.4%15,4170.0%FinanceAMPSAltus Power$198,033$151,611 ▲326.6%62,2700.0%Oils/EnergyDoorDash Inc$176,998$15,701 ▼-8.1%1,2400.0%COMPBRPetróleo Brasileiro S.A. - Petrobras$165,078$120,159 ▲267.5%11,4550.0%Oils/EnergyROKURoku$148,808$11,846,849 ▼-98.8%1,9930.0%Consumer DiscretionarySDRLSeadrill$140,610$140,610 ▲New Holding3,5380.0%Oils/EnergyVEEVVeeva Systems$116,906$57,718 ▲97.5%5570.0%Computer and TechnologyGBTGGlobal Business Travel Group$99,085$40,391 ▼-29.0%12,8840.0%TransportationMGNIMagnite$98,564$98,564 ▲New Holding7,1160.0%Computer and TechnologyCRTOCriteo$95,577$95,577 ▲New Holding2,3750.0%Computer and TechnologySMWBSimilarweb$93,923$8,452 ▼-8.3%10,6240.0%Computer and TechnologyAMPLAmplitude$85,060$10,334 ▲13.8%9,4820.0%Business ServicesLUMNLumen Technologies$80,846$84,283 ▼-51.0%11,3860.0%Business ServicesIAGIAMGOLD$69,931$69,931 ▲New Holding13,3240.0%Basic MaterialsMYRGMYR Group$55,822$46,109 ▲474.7%5460.0%UtilitiesDVDoubleVerify$54,515$54,515 ▲New Holding3,2370.0%Computer and TechnologyIASIntegral Ad Science$54,303$54,303 ▲New Holding5,0230.0%Business ServicesMOSMosaic$39,423$3,589 ▼-8.3%1,4720.0%Basic MaterialsSEMRSemrush$37,110$3,362 ▼-8.3%2,3620.0%Computer and TechnologyIRIngersoll Rand$36,0270.0%3670.0%Industrial ProductsGEGeneral Electric$34,8900.0%1850.0%TransportationADSKAutodesk$33,335$6,336 ▼-16.0%1210.0%Computer and TechnologyARGXargenx$29,274$13,553 ▼-31.6%540.0%MedicalJCIJohnson Controls International$24,061$61,394 ▼-71.8%3100.0%ConstructionGXOGXO Logistics$24,006$24,006 ▲New Holding4610.0%TransportationGPCRStructure Therapeutics$21,113$2,019 ▼-8.7%4810.0%MedicalCERTCertara$20,916$20,916 ▲New Holding1,7860.0%MedicalFLNCFluence Energy$12,696$12,696 ▲New Holding5590.0%Oils/EnergySHLSShoals Technologies Group$10,963$9,168 ▼-45.5%1,9540.0%Oils/EnergyARRYArray Technologies$10,746$10,746 ▲New Holding1,6280.0%Oils/EnergyAMATApplied Materials$0$14,926,367 ▼-100.0%00.0%Computer and TechnologyEXPEagle Materials$0$2,943,756 ▼-100.0%00.0%ConstructionCOMPCompass$0$2,174,727 ▼-100.0%00.0%Computer and TechnologyATHMAutohome$0$891,576 ▼-100.0%00.0%Computer and TechnologyTCOMTrip.com Group$0$513,851 ▼-100.0%00.0%Consumer DiscretionaryPGRUPropertyGuru Group$0$408,481 ▼-100.0%00.0%Business ServicesGLOBGlobant$0$281,116 ▼-100.0%00.0%Computer and TechnologyRCMR1 RCM$0$85,847 ▼-100.0%00.0%Business ServicesGDXJVanEck Junior Gold Miners ETF$0$30,747 ▼-100.0%00.0%ETFETNEaton$0$28,846 ▼-100.0%00.0%Industrial ProductsBXBlackstone$0$12,529 ▼-100.0%00.0%FinanceACCDAccolade$0$11,803 ▼-100.0%00.0%Business ServicesTSLATesla$0$5,800 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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