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Disclosery

13F-HR filed by ANTIPODES PARTNERS Ltd

ANTIPODES PARTNERS Ltd filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-05, with 126 holding rows worth $5,193,419,800.

Accession
0001652442-26-000004
Filer
CIK 1652442
Filed
2026-05-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 128 entries on the cover page, a total value of $5,193,419,800 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,193,419,800 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
Amazon.com, Inc023135106COM1,196,774$249,252,121dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock1,810,086$237,266,073dollars as filed
Microsoft Corp594918104COM531,725$196,828,643dollars as filed
EXELON CORP COM30161N101Stock3,763,381$184,480,937dollars as filed
Merck & Co.,Inc.58933Y105COM1,441,266$173,369,887dollars as filed
SEMPRA COM816851109Stock1,722,592$167,384,265dollars as filed
FERROVIAL NV ORD SHSN3168P101Stock2,593,668$165,619,602dollars as filed
BARRICK MNG CORP06849F108COM SHS4,055,535$165,418,890dollars as filed
BROOKDALE SR LIVING INC112463104COM11,406,814$156,045,216dollars as filed
AMEREN CORP COM023608102Stock1,271,586$139,772,733dollars as filed
HCA Healthcare Inc40412C101COM291,452$137,926,744dollars as filed
CAPITAL ONE FINL CORP14040H105COM746,664$136,213,914dollars as filed
TOTALENERGIES SE ACTF92124100Stock1,430,216$133,332,083dollars as filed
CROWN CASTLE INC COM22822V101REIT1,624,180$132,062,076dollars as filed
H2O AMERICA784305104COM2,249,029$131,950,531dollars as filed
ENTERGY CORP NEW COM29364G103Stock1,162,738$130,645,242dollars as filed
NVIDIA Corp67066G104COM710,665$123,939,976dollars as filed
ESSENTIAL UTILS INC COM29670G102Stock3,018,815$121,567,680dollars as filed
FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS344419106ADR996,560$110,677,954dollars as filed
KEYSIGHT TECHNOLOGIES INC COM49338L103Stock378,864$106,979,828dollars as filed
ENBRIDGE INC COM29250N105Stock1,895,722$102,437,337dollars as filed
Duke Energy Corporation26441C204COM777,530$101,809,778dollars as filed
DOMINION ENERGY INC COM25746U109Stock1,606,387$99,306,844dollars as filed
NISOURCE INC COM65473P105Stock2,097,998$97,892,587dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock329,733$93,565,036dollars as filed
ALLY FINL INC COM02005N100Stock2,281,013$89,484,140dollars as filed
MAPLEBEAR INC COM565394103Stock2,359,573$88,389,605dollars as filed
Salesforce.com, Inc79466L302COM459,046$85,690,117dollars as filed
BRINKER INTL INC COM109641100Stock586,968$83,801,421dollars as filed
WORKDAY INC CL A98138H101Stock624,311$81,110,485dollars as filed
EVERGY INC COM30034W106Stock983,388$80,559,145dollars as filed
GLOBUS MED INC CL A379577208Stock897,607$77,337,819dollars as filed
VALARIS LTDG9460G101CL A770,992$75,588,056dollars as filed
American Tower Corporation03027X100COM436,946$75,408,141dollars as filed
Schlumberger Limited806857108COM1,446,935$74,357,990dollars as filed
VENTAS INC COM92276F100REIT792,378$64,800,673dollars as filed
Walt Disney Co254687106COM657,521$63,371,874dollars as filed
KEURIG DR PEPPER INC COM49271V100Stock2,348,581$61,838,138dollars as filed
NU HLDGS LTDG6683N103ORD SHS CL A4,192,952$60,252,720dollars as filed
Progressive Corporation743315103COM294,112$58,304,763dollars as filed
META PLATFORMS INC CL A30303M102COM96,266$55,076,667dollars as filed
ALNYLAM PHARMACEUTICALS INC COM02043Q107Stock145,310$48,078,720dollars as filed
Honeywell Technologies438516106COM161,216$36,439,652dollars as filed
ELDORADO GOLD CORP NEW COM284902509Stock1,052,142$36,118,923dollars as filed
QUEST DIAGNOSTICS INC COM74834L100Stock162,589$31,864,192dollars as filed
Oracle Corporation68389X105COM212,117$31,204,532dollars as filed
PROCORE TECHNOLOGIES INC COM74275K108Stock478,746$27,288,522dollars as filed
NEWMONT CORP651639106COM243,496$26,358,442dollars as filed
Johnson & Johnson478160104COM101,023$24,694,062dollars as filed
UBS GROUP AG SHSH42097107Stock587,054$22,450,603dollars as filed
OWENS CORNING NEW690742101COM184,456$19,961,828dollars as filed
GLOBANT S AL44385109COM374,020$17,246,062dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS41,944$14,174,975dollars as filed
AMERICOLD REALTY TRUST INC COM03064D108REIT1,159,803$13,291,342dollars as filed
HDFC BANK LTD SPONSORED ADS40415F101ADR431,938$10,746,617dollars as filed
PDD HOLDINGS INC SPONSORED ADS722304102ADR66,765$6,822,048dollars as filed
OTIS WORLDWIDE CORP COM68902V107Stock61,687$4,754,834dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS35,208$4,417,196dollars as filed
HUMACYTE INC44486Q103COM5,723,750$3,472,599dollars as filed
AUTODESK INC COM052769106Stock13,458$3,221,845dollars as filed
POWER SOLUTIONS INTERNATIONA73933G202COMMON STOCK52,877$3,219,152dollars as filed
CHIME FINL INC COM SHS CL A16935C109Stock155,818$2,918,471dollars as filed
ROKU INC COM CL A77543R102Stock29,447$2,786,275dollars as filed
BANDWIDTH INC05988J103COM CL A148,905$2,653,487dollars as filed
SUZANO S A SPON ADS86959K105ADR257,130$2,573,871dollars as filed
STRUCTURE THERAPEUTICS INC COMP86366E106EQUITY45,361$2,186,400dollars as filed
AUTOZONE INC COM053332102Stock640$2,161,779dollars as filed
ALCON AG ORD SHSH01301128Stock26,559$1,958,668dollars as filed
NAVAN INC CL A639193101Stock134,305$1,778,198dollars as filed
AMERICAN COASTAL INSURANCE C910710102COMMON STOCK156,567$1,761,379dollars as filed
CONTROLADORA VUELA COMP DE A21240E105SPON ADR RP 10238,322$1,725,451dollars as filed
LSB INDS INC502160104COM101,927$1,518,712dollars as filed
KASPI KZ JSC48581R205SPONSORED ADS15,577$1,153,788dollars as filed
FAIR ISAAC CORP COM303250104Stock1,062$1,133,727dollars as filed
Target Hospitality Corp.87615L107Common Stock, par value $0.0001 per share121,912$1,131,343dollars as filed
SEADRILL LIMITEDG7997W102COMMON STOCK24,830$1,129,765dollars as filed
BLOCK INC CL A852234103Stock15,468$930,864dollars as filed
BRUKER CORP116794108COM23,313$842,066dollars as filed
SCHRODINGER INC COM80810D103Stock56,989$647,395dollars as filed
STONECO LTDG85158106COM CL A45,575$643,519dollars as filed
ENDAVA PLC ADS29260V105ADR132,101$583,886dollars as filed
LEGALZOOM COM INC52466B103COM80,268$455,120dollars as filed
FERMI INC314911108COM75,874$443,104dollars as filed
CLIPPER REALTY INC18885T306COM125,668$379,517dollars as filed
CERTARA INC COM15687V109Stock61,132$348,452dollars as filed
TIDEWATER INC NEW COM88642R109Stock2,889$241,376dollars as filed
IMMUNOME INC45257U108COM7,818$170,980dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock1,058$138,545dollars as filed
STERIS PLC SHS USDG8473T100Stock612$135,332dollars as filed
Stryker Corporation863667101COM362$118,950dollars as filed
VNET GROUP INC90138A103SPONSORED ADS A13,915$116,747dollars as filed
WATERS CORP COM941848103Stock370$110,186dollars as filed
CENCORA INC COM03073E105Stock333$104,609dollars as filed
AVISTA CORP COM05379B107Stock2,388$95,854dollars as filed
MYR GROUP INC55405W104COM311$87,802dollars as filed
QIAGEN NV ORD SHARESN72482156Stock1,989$79,640dollars as filed
Gilead Sciences,Inc.375558103COM557$77,629dollars as filed
IRHYTHM HOLDINGS INC COM450056106Stock655$77,303dollars as filed
INGERSOLL RAND INC COM45687V106Stock944$75,633dollars as filed
REGENERON PHARMACEUTICALS COM75886F107Stock97$74,946dollars as filed
Boston Scientific Corporation101137107COM1,128$70,782dollars as filed
SI BONE INC825704109COM5,564$70,273dollars as filed
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS881624209ADR2,234$67,288dollars as filed
ORMAT TECHNOLOGIES INC686688102COM540$60,437dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM127$56,711dollars as filed
NATERA INC COM632307104Stock280$55,997dollars as filed
KRANESHARES TRUST CSI CHI INTERNET500767306CSI CHI INTERNET2,206$48,532dollars as filed
General Electric Company369604301COM141$40,012dollars as filed
TARSUS PHARMACEUTICALS INC87650L103COMMON STOCK555$38,933dollars as filed
ARGENX SE SPONSORED ADR04016X101ADR50$36,512dollars as filed
DEXCOM INC COM252131107Stock554$34,791dollars as filed
TANGO THERAPEUTICS INC87583X109COM1,622$33,932dollars as filed
IDEAYA BIOSCIENCES INC COM45166A102Stock917$30,554dollars as filed
DIANTHUS THERAPEUTICS INC252828108COM364$30,547dollars as filed
DISC MEDICINE INC COM254604101Stock476$30,435dollars as filed
NUVALENT INC COM670703107Stock275$28,174dollars as filed
908 DEVICES INC COM65443P102Stock4,402$26,940dollars as filed
ATAIBECKLEY INC04650F101COM SHS7,529$26,653dollars as filed
TERNS PHARMACEUTICALS INC COM880881107Stock455$23,988dollars as filed
RELMADA THERAPEUTICS INC75955J402COMMON STOCK3,035$21,124dollars as filed
VIRIDIAN THERAPEUTICS INC92790C104COM834$16,313dollars as filed
ORIC PHARMACEUTICALS INC68622P109COM1,278$16,192dollars as filed
BIOAGE LABS INC COM09077V100Stock915$16,003dollars as filed
CABALETTA BIO INC12674W109COMMON STOCK5,616$15,107dollars as filed
SOCIEDAD QUIMICA Y MINERA DE C833635105SPON ADR SER B182$14,731dollars as filed
Adlai Nortye00704R109SPONSORED ADS2,051$14,193dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001652442-26-000004this filing2026-05-05acceptance time not in the bulk data set