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13F-HR filed by ANTIPODES PARTNERS Ltd

ANTIPODES PARTNERS Ltd filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-10, with 115 holding rows worth $4,457,268,502.

Accession
0001652442-25-000007
Filed
2025-11-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 116 entries on the cover page, a total value of $4,457,268,502 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,457,268,502 with VALUE read as dollars as filed, 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
AMERICAN ELEC PWR CO INC COM025537101Stock2,176,088$244,828,369dollars as filed
BARRICK MNG CORP06849F108COM SHS5,627,170$184,416,273dollars as filed
FERROVIAL NV ORD SHSN3168P101Stock3,068,081$175,868,222dollars as filed
EXELON CORP COM30161N101Stock3,557,532$160,136,596dollars as filed
Microsoft Corp594918104COM300,347$155,576,465dollars as filed
HCA Healthcare Inc40412C101COM362,179$154,372,335dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM630,208$153,215,123dollars as filed
SEMPRA COM816851109Stock1,677,951$150,993,422dollars as filed
Amazon.com, Inc023135106COM675,608$148,354,440dollars as filed
CAPITAL ONE FINL CORP14040H105COM696,129$147,994,267dollars as filed
AMEREN CORP COM023608102Stock1,370,758$143,090,514dollars as filed
Merck & Co.,Inc.58933Y105COM1,671,552$140,303,944dollars as filed
ESSENTIAL UTILS INC COM29670G102Stock3,211,203$128,136,666dollars as filed
CROWN CASTLE INC COM22822V101REIT1,261,442$121,725,721dollars as filed
FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS344419106ADR1,144,880$112,928,033dollars as filed
Advanced Micro Devices,Inc.007903107COM696,386$112,676,791dollars as filed
ENTERGY CORP NEW COM29364G103Stock1,158,886$108,004,734dollars as filed
DOMINION ENERGY INC COM25746U109Stock1,735,194$106,149,825dollars as filed
BROOKDALE SR LIVING INC112463104COM12,095,669$102,458,046dollars as filed
ALLY FINL INC COM02005N100Stock2,572,354$100,843,884dollars as filed
ENBRIDGE INC COM29250N105Stock1,751,880$88,406,512dollars as filed
Duke Energy Corporation26441C204COM697,395$86,309,142dollars as filed
NISOURCE INC COM65473P105Stock1,941,792$84,085,937dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock720,640$79,240,346dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock450,454$78,799,358dollars as filed
VENTAS INC COM92276F100REIT1,100,395$77,022,456dollars as filed
EVERGY INC COM30034W106Stock958,355$72,859,643dollars as filed
American Tower Corporation03027X100COM354,584$68,198,740dollars as filed
ELDORADO GOLD CORP NEW COM284902509Stock2,273,519$65,686,919dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock267,542$62,871,762dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock850,955$62,056,320dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A3,492,217$55,914,612dollars as filed
GLOBUS MED INC CL A379577208Stock891,043$51,033,882dollars as filed
BRINKER INTL INC COM109641100Stock396,761$50,265,475dollars as filed
ALCON AG ORD SHSH01301128Stock652,329$48,589,123dollars as filed
UBS GROUP AG SHSH42097107Stock1,089,854$44,534,442dollars as filed
WESTLAKE CORPORATION960413102COM555,904$42,841,194dollars as filed
NEWMONT CORP651639106COM465,443$39,244,460dollars as filed
LENNAR CORP CL A526057104Stock306,722$38,662,157dollars as filed
WORKDAY INC CL A98138H101Stock141,526$34,072,124dollars as filed
KEURIG DR PEPPER INC COM49271V100Stock1,309,241$33,401,258dollars as filed
EQT CORP COM26884L109Stock593,102$32,284,977dollars as filed
Salesforce.com, Inc79466L302COM125,439$29,731,286dollars as filed
Johnson & Johnson478160104COM155,963$28,920,841dollars as filed
VALARIS LTDG9460G101CL A580,198$28,298,391dollars as filed
FLUTTER ENTMT PLC SHSG3643J108Stock78,078$20,330,186dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS69,923$19,530,268dollars as filed
OCCIDENTAL PETE CORP674599105COM359,488$16,987,089dollars as filed
FISERV INC337738108COM127,628$16,456,319dollars as filed
ALNYLAM PHARMACEUTICALS INC COM02043Q107Stock31,956$14,573,035dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR101,901$13,469,271dollars as filed
LIGHTSPEED COMM INC NPV53229C107SUB VTG SHS1,030,961$11,908,006dollars as filed
FLUENCE ENERGY INC34379V103COM CL A1,091,216$11,786,022dollars as filed
QUEST DIAGNOSTICS INC COM74834L100Stock61,707$11,761,007dollars as filed
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock238,718$11,707,614dollars as filed
Coca-Cola Company191216100COM162,473$10,776,022dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR281,504$9,616,902dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS43,539$7,782,313dollars as filed
AUTODESK INC COM052769106Stock24,067$7,645,941dollars as filed
SABLE OFFSHORE CORP78574H104COM SHS364,050$6,752,310dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock71,356$6,524,571dollars as filed
NOBLE CORP PLC ORD SHS AG65431127Stock184,129$5,207,561dollars as filed
Honeywell Technologies438516106COM15,154$3,190,158dollars as filed
SEMRUSH HLDGS INC CL A COM81686C104Stock439,659$3,113,021dollars as filed
AUTOZONE INC COM053332102Stock640$2,745,961dollars as filed
SUZANO S A SPON ADS86959K105ADR198,107$1,862,346dollars as filed
DBX ETF TR XTRACK HRVST CSI233051879XTRACK HRVST CSI12,128$1,455,470dollars as filed
KASPI KZ JSC48581R205SPONSORED ADS9,926$810,817dollars as filed
ROKU INC COM CL A77543R102Stock7,844$785,479dollars as filed
AMERICAN COASTAL INSURANCE C910710102COMMON STOCK62,344$710,152dollars as filed
MAPLEBEAR INC COM565394103Stock11,342$416,963dollars as filed
LEXINFINTECH HLDGS LTD ADR528877103ADR63,315$337,494dollars as filed
CONTROLADORA VUELA COMP DE A21240E105SPON ADR RP 1044,972$322,923dollars as filed
CONFLUENT INC20717M103CLASS A COM14,659$290,270dollars as filed
BRUKER CORP116794108COM8,168$265,398dollars as filed
MONDAY COM LTD SHSM7S64H106Stock1,303$252,397dollars as filed
ARGENX SE SPONSORED ADR04016X101ADR287$211,696dollars as filed
TIDEWATER INC NEW COM88642R109Stock3,362$179,309dollars as filed
PUBMATIC INC CLASS A74467Q103COMMON STOCK19,065$157,870dollars as filed
CERTARA INC COM15687V109Stock12,285$150,134dollars as filed
IMMUNOME INC45257U108COM10,892$127,555dollars as filed
STRUCTURE THERAPEUTICS INC COMP86366E106EQUITY4,078$114,193dollars as filed
Abbott Laboratories002824100COM828$110,911dollars as filed
CHIME FINL INC COM SHS CL A16935C109Stock5,402$108,967dollars as filed
DEXCOM INC COM252131107Stock1,617$108,816dollars as filed
SCHRODINGER INC COM80810D103Stock4,912$98,542dollars as filed
STERIS PLC SHS USDG8473T100Stock352$87,105dollars as filed
CENCORA INC COM03073E105Stock266$83,139dollars as filed
TRANSOCEAN LTD REGISTERED SHSH8817H100Stock24,838$77,500dollars as filed
QIAGEN NVN72482206COM SHS1,526$68,187dollars as filed
MYR GROUP INC55405W104COM301$62,622dollars as filed
ESTABLISHMENT LABS HOLDINGSG31249108COMMON STOCK1,307$53,578dollars as filed
NATERA INC COM632307104Stock330$53,124dollars as filed
Thermo Fisher Scientific Inc.883556102COM98$47,536dollars as filed
908 DEVICES INC COM65443P102Stock5,227$45,792dollars as filed
SCHEIN HENRY INC806407102COM632$41,949dollars as filed
General Electric Company369604301COM137$41,215dollars as filed
INGERSOLL RAND INC COM45687V106Stock486$40,156dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock220$37,841dollars as filed
ORIC PHARMACEUTICALS INC68622P109COM2,901$34,815dollars as filed
NUVALENT INC COM670703107Stock391$33,816dollars as filed
Stryker Corporation863667101COM91$33,643dollars as filed
APOGEE THERAPEUTICS INC COM03770N101Stock843$33,495dollars as filed
JANUX THERAPEUTICS INC47103J105COM1,344$32,850dollars as filed
WAYSTAR HLDG CORP946784105COM823$31,211dollars as filed
AMICUS THERAPEUTICS INC03152W109COM3,926$30,939dollars as filed
Danaher Corporation235851102COM137$27,164dollars as filed
WATERS CORP COM941848103Stock88$26,385dollars as filed
SAGIMET BIOSCIENCES INC A786700104COMMON STOCK3,176$21,789dollars as filed
IDEAYA BIOSCIENCES INC COM45166A102Stock770$20,953dollars as filed
HUMACYTE INC44486Q103COM8,125$14,139dollars as filed
ARRAY TECHNOLOGIES, INC.04271T100COM SHS1,715$13,978dollars as filed
Day One Biopharmaceuticals Inc23954D109Common Stock1,731$12,204dollars as filed
SOCIEDAD QUIMICA Y MINERA DE C833635105SPON ADR SER B182$7,823dollars as filed
SHOALS TECHNOLOGIES GROUP INC CL A82489W107Stock978$7,248dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001652442-25-000007this filing2025-11-10acceptance time not in the bulk data set