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Disclosery

13F-HR filed by ANTIPODES PARTNERS Ltd

ANTIPODES PARTNERS Ltd filed this 13F-HR for the quarter ended 2023-03-31, filed 2023-05-11, with 69 holding rows worth $2,885,556,000.

Accession
0001652442-23-000004
Filer
CIK 1652442
Filed
2023-05-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2023

A holdings report, 69 entries on the cover page, a total value of $2,885,556,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,885,556,000 with VALUE read as thousands, detected and multiplied, 13F file number 028-17578. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Merck & Co.,Inc.58933Y105COM1,856,560$197,519,000thousands, detected and multiplied
Oracle Corporation68389X105COM1,917,360$178,161,000thousands, detected and multiplied
SEAGATE TECHNOLOGY PLCG7945M107SHS2,519,975$166,620,000thousands, detected and multiplied
Microsoft Corp594918104COM502,805$144,958,000thousands, detected and multiplied
BARRICK GOLD CORP067901108COM6,991,855$129,838,000thousands, detected and multiplied
FRONTIER COMMUNICATIONS PARE35909D109COM5,625,252$128,086,000thousands, detected and multiplied
SEAGEN INC81181C104COM591,342$119,729,000thousands, detected and multiplied
BAIDU INC SPON ADR REP A056752108ADR792,960$119,673,000thousands, detected and multiplied
WALGREENS BOOTS ALLIANCE INC931427108COM3,307,927$114,388,000thousands, detected and multiplied
HALLIBURTON CO COM406216101Stock3,334,580$105,506,000thousands, detected and multiplied
META PLATFORMS INC CL A30303M102COM495,071$104,925,000thousands, detected and multiplied
STELLANTIS N.V SHSN82405106Stock5,566,085$101,247,000thousands, detected and multiplied
CENCORA INC COM03073E105Stock629,632$100,810,000thousands, detected and multiplied
Gilead Sciences,Inc.375558103COM1,204,538$99,940,000thousands, detected and multiplied
FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS344419106ADR976,766$92,978,000thousands, detected and multiplied
Lowes Companies,Inc.548661107COM398,966$79,781,000thousands, detected and multiplied
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS728,155$74,402,000thousands, detected and multiplied
FLOWSERVE CORP34354P105COM1,836,634$62,445,000thousands, detected and multiplied
COMPASS INC20464U100CL A18,811,587$60,761,000thousands, detected and multiplied
TECK RESOURCES LTD CL B878742204Stock1,635,760$59,705,000thousands, detected and multiplied
CAPITAL ONE FINL CORP14040H105COM589,481$56,684,000thousands, detected and multiplied
ROKU INC COM CL A77543R102Stock836,624$55,066,000thousands, detected and multiplied
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock663,725$54,797,000thousands, detected and multiplied
PAGSEGURO DIGITAL LTDG68707101COM CL A6,197,939$53,116,000thousands, detected and multiplied
T-Mobile US,Inc.872590104COM355,630$51,509,000thousands, detected and multiplied
AMERICAN ELEC PWR CO INC COM025537101Stock565,624$51,466,000thousands, detected and multiplied
OTIS WORLDWIDE CORP COM68902V107Stock583,979$49,287,000thousands, detected and multiplied
ITAU UNIBANCO HLDG S A SPON ADR REP PFD465562106ADR9,314,889$45,363,000thousands, detected and multiplied
NORTHROP GRUMMAN CORP COM666807102Stock85,744$39,589,000thousands, detected and multiplied
Micron Technology,Inc.595112103COM651,877$39,334,000thousands, detected and multiplied
OCCIDENTAL PETE CORP674599105COM565,548$35,307,000thousands, detected and multiplied
YUM CHINA HLDGS INC98850P109COM486,436$30,835,000thousands, detected and multiplied
JD.COM INC SPON ADS CL A47215P106ADR698,181$30,643,000thousands, detected and multiplied
FARFETCH LTD30744W107ORD SH CL A2,785,079$13,674,000thousands, detected and multiplied
BOOZ ALLEN HAMILTON HLDG CORP CL A099502106Stock118,914$11,022,000thousands, detected and multiplied
Coca-Cola Company191216100COM165,741$10,280,000thousands, detected and multiplied
Applied Materials,Inc.038222105COM74,846$9,193,000thousands, detected and multiplied
NEWMONT CORP651639106COM80,106$3,926,000thousands, detected and multiplied
Lockheed Martin Corporation539830109COM819$387,000thousands, detected and multiplied
CONTROLADORA VUELA COMP DE A21240E105SPON ADR RP 1030,115$374,000thousands, detected and multiplied
H WORLD GROUP LTD SPONSORED ADS44332N106ADR6,622$324,000thousands, detected and multiplied
WNS HOLDINGS LTD92932M101SPON ADR2,436$226,000thousands, detected and multiplied
COUPANG INC22266T109CL A11,980$191,000thousands, detected and multiplied
PROPERTYGURU GROUP LTDG7258M108ORD SHS34,352$171,000thousands, detected and multiplied
KE HLDGS INC SPONSORED ADS482497104ADR9,030$170,000thousands, detected and multiplied
SEMRUSH HLDGS INC CL A COM81686C104Stock11,590$116,000thousands, detected and multiplied
Eventbrite Inc.29975E113SHS12,418$106,000thousands, detected and multiplied
JOHNSON CTLS INTL PLC SHSG51502105Stock1,430$86,000thousands, detected and multiplied
VIRTU FINL INC928254101CL A4,567$86,000thousands, detected and multiplied
NU HLDGS LTDG6683N103ORD SHS CL A16,151$76,000thousands, detected and multiplied
DADA NEXUS LTD NPV ADR23344D108ADS8,388$71,000thousands, detected and multiplied
CAESARS ENTERTAINMENT INC NE12769G100COM1,425$69,000thousands, detected and multiplied
DOORDASH INC CL A25809K105Stock1,044$66,000thousands, detected and multiplied
Eaton Corp. PlcG29183103COM384$65,000thousands, detected and multiplied
GDS HLDGS LTD SPONSORED ADS36165L108ADR3,102$57,000thousands, detected and multiplied
SCHEIN HENRY INC806407102COM420$34,000thousands, detected and multiplied
FRONTLINE PLC FG3682E192ORD SHS2,012$33,000thousands, detected and multiplied
NEXTIER OILFIELD SOLUTIONS INC65290C105COMMON STOCK3,979$31,000thousands, detected and multiplied
MP MATERIALS CORP553368101COM CL A1,087$30,000thousands, detected and multiplied
ALTUS POWER INC02217A102COM CL A5,603$30,000thousands, detected and multiplied
ALNYLAM PHARMACEUTICALS INC COM02043Q107Stock140$28,000thousands, detected and multiplied
APTIV PLCG6095L109SHS256$28,000thousands, detected and multiplied
WATERS CORP COM941848103Stock81$25,000thousands, detected and multiplied
UIPATH INC90364P105CL A1,459$25,000thousands, detected and multiplied
GXO LOGISTICS INCORPORATED COMMON STOCK36262G101Stock418$21,000thousands, detected and multiplied
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock2,261$21,000thousands, detected and multiplied
ARGENX SE SPONSORED ADR04016X101ADR59$21,000thousands, detected and multiplied
EQT CORP COM26884L109Stock557$17,000thousands, detected and multiplied
WESTLAKE CORPORATION960413102COM71$8,000thousands, detected and multiplied

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001652442-23-000004this filing2023-05-11acceptance time not in the bulk data set