ANTIPODES PARTNERS Ltd

data from 30/09/2025

Capitalization

$ 4.457 B 38.24 %

Average holding period

5 ans

Performance

$ 2.610 B 120.34 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ANTIPODES PARTNERS Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AEP American Electric Power Co Inc 5.49% 244.828 M $ 2176088 2022/12/31 9.889 M $ 8.42 %
2025/09/30 B Barrick Mining Corp 4.14% 184.416 M $ 5627170 2025/06/30 97.167 M $ 57.39 %
2025/09/30 FER Ferrovial SE 3.95% 175.868 M $ 3068081 2025/09/30 0.000 $ 0.00 %
2025/09/30 EXC Exelon Corp 3.59% 160.137 M $ 3557532 2025/03/31 4.199 K $ 3.66 %
2025/09/30 MSFT Microsoft Corp 3.49% 155.576 M $ 300347 2016/12/31 9.858 M $ 4.13 %
2025/09/30 HCA HCA Healthcare Inc 3.46% 154.372 M $ 362179 2024/12/31 16.872 M $ 11.25 %
2025/09/30 GOOGL Alphabet Inc 3.44% 153.215 M $ 630208 2024/03/31 76.778 M $ 37.94 %
2025/09/30 SRE Sempra 3.39% 150.993 M $ 1677951 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMZN Amazon.com Inc 3.33% 148.354 M $ 675608 2023/06/30 141.179 K $ 0.08 %
2025/09/30 COF Capital One Financial Corp 3.32% 147.994 M $ 696129 2016/12/31 -169.400 K $ -0.08 %
2025/09/30 AEE Ameren Corp 3.21% 143.091 M $ 1370758 2024/03/31 10.908 K $ 8.68 %
2025/09/30 MRK Merck & Co Inc 3.15% 140.304 M $ 1671552 2019/06/30 8.654 M $ 6.03 %
2025/09/30 WTRG Essential Utilities Inc 2.87% 128.137 M $ 3211203 2025/09/30 0.000 $ 0.00 %
2025/09/30 CCI Crown Castle Inc 2.73% 121.726 M $ 1261442 2025/09/30 0.000 $ 0.00 %
2025/09/30 FMX Fomento Economico Mexicano SAB 2.53% 112.928 M $ 1144880 2022/09/30 -4.014 M $ -4.22 %
2025/09/30 AMD Advanced Micro Devices Inc 2.53% 112.677 M $ 696386 2025/06/30 13.979 M $ 14.02 %
2025/09/30 ETR Entergy Corp 2.42% 108.005 M $ 1158886 2025/09/30 0.000 $ 0.00 %
2025/09/30 D Dominion Energy Inc 2.38% 106.150 M $ 1735194 2025/03/31 9.537 K $ 8.23 %
2025/09/30 BKD Brookdale Senior Living Inc 2.30% 102.458 M $ 12095669 2024/06/30 21.369 M $ 21.69 %
2025/09/30 ALLY Ally Financial Inc 2.26% 100.844 M $ 2572354 2023/12/31 875.155 K $ 0.64 %
2025/09/30 ENB Enbridge Inc 1.98% 88.407 M $ 1751880 2025/09/30 0.000 $ 0.00 %
2025/09/30 DUK Duke Energy Corp 1.94% 86.309 M $ 697395 2025/09/30 0.000 $ 0.00 %
2025/09/30 NI NiSource Inc 1.89% 84.086 M $ 1941792 2025/09/30 0.000 $ 0.00 %
2025/09/30 JCI Johnson Controls International 1.78% 79.240 M $ 720640 2023/03/31 5.507 M $ 4.10 %
2025/09/30 KEYS Keysight Technologies Inc 1.77% 78.799 M $ 450454 2024/09/30 8.051 M $ 6.75 %
2025/09/30 VTR Ventas Inc 1.73% 77.022 M $ 1100395 2024/06/30 10.507 M $ 10.83 %
2025/09/30 EVRG Evergy Inc 1.63% 72.860 M $ 958355 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMT American Tower Corp 1.53% 68.199 M $ 354584 2025/09/30 0.000 $ 0.00 %
2025/09/30 EGO Eldorado Gold Corp 1.47% 65.687 M $ 2273519 2024/09/30 25.372 M $ 42.03 %
2025/09/30 LNG Cheniere Energy Inc 1.41% 62.872 M $ 267542 2025/09/30 0.000 $ 0.00 %
2025/09/30 PCOR Procore Technologies Inc 1.39% 62.056 M $ 850955 2025/03/31 890.014 K $ 6.58 %
2025/09/30 NU NU Holdings Ltd/Cayman Islands 1.25% 55.915 M $ 3492217 2023/03/31 5.804 M $ 16.69 %
2025/09/30 GMED Globus Medical Inc 1.15% 51.034 M $ 891043 2025/03/31 -3.174 K $ -2.96 %
2025/09/30 EAT Brinker International Inc 1.13% 50.265 M $ 396761 2025/06/30 -16.577 M $ -29.75 %
2025/09/30 ALC Alcon AG 1.09% 48.589 M $ 652329 2024/09/30 -15.548 M $ -15.61 %
2025/09/30 UBS UBS Group AG 1.00% 44.534 M $ 1089854 2024/09/30 17.463 M $ 21.28 %
2025/09/30 WLK Westlake Corp 0.96% 42.841 M $ 555904 2025/06/30 930.180 K $ 1.49 %
2025/09/30 NEM Newmont Corp 0.88% 39.244 M $ 465443 2023/03/31 10.332 M $ 44.71 %
2025/09/30 LEN Lennar Corp 0.87% 38.662 M $ 306722 2025/03/31 5.246 M $ 13.95 %
2025/09/30 WDAY Workday Inc 0.76% 34.072 M $ 141526 2024/09/30 237.293 K $ 0.30 %
2025/09/30 KDP Keurig Dr Pepper Inc 0.75% 33.401 M $ 1309241 2025/09/30 0.000 $ 0.00 %
2025/09/30 EQT EQT Corp 0.72% 32.285 M $ 593102 2024/12/31 -3.704 M $ -6.67 %
2025/09/30 CRM Salesforce Inc 0.67% 29.731 M $ 125439 2024/12/31 -5.743 M $ -13.09 %
2025/09/30 JNJ Johnson & Johnson 0.65% 28.921 M $ 155963 2025/06/30 4.967 M $ 21.39 %
2025/09/30 VAL Valaris Ltd 0.63% 28.298 M $ 580198 2024/12/31 47.505 K $ 15.81 %
2025/09/30 FLUT Flutter Entertainment PLC 0.46% 20.330 M $ 78078 2024/09/30 -3.756 M $ -11.23 %
2025/09/30 TSM Taiwan Semiconductor Manufactu 0.44% 19.530 M $ 69923 2024/06/30 4.099 M $ 23.31 %
2025/09/30 OXY Occidental Petroleum Corp 0.38% 16.987 M $ 359488 2022/06/30 1.884 M $ 12.47 %
2025/09/30 FI Fiserv Inc 0.37% 16.456 M $ 127628 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALNY Alnylam Pharmaceuticals Inc 0.33% 14.573 M $ 31956 2022/12/31 15.953 M $ 39.84 %
2025/09/30 PDD PDD Holdings Inc 0.30% 13.469 M $ 101901 2024/06/30 3.214 M $ 26.28 %
2025/09/30 LSPD Lightspeed Commerce Inc 0.27% 11.908 M $ 1030961 2025/03/31 -184.036 K $ -1.37 %
2025/09/30 FLNC Fluence Energy Inc 0.26% 11.786 M $ 1091216 2024/09/30 6.903 K $ 60.95 %
2025/09/30 DGX Quest Diagnostics Inc 0.26% 11.761 M $ 61707 2025/03/31 10.950 K $ 6.10 %
2025/09/30 LYB LyondellBasell Industries NV 0.26% 11.708 M $ 238718 2023/09/30 -1.849 M $ -15.24 %
2025/09/30 KO Coca-Cola Co/The 0.24% 10.776 M $ 162473 2019/09/30 -720.991 K $ -6.26 %
2025/09/30 HDB HDFC Bank Ltd 0.22% 9.617 M $ 281504 2025/03/31 -5.629 M $ -55.44 %
2025/09/30 BABA Alibaba Group Holding Ltd 0.17% 7.782 M $ 43539 2022/06/30 2.849 M $ 57.59 %
2025/09/30 ADSK Autodesk Inc 0.17% 7.646 M $ 24067 2024/06/30 1.393 K $ 2.62 %
2025/09/30 SOC Sable Offshore Corp 0.15% 6.752 M $ 364050 2025/09/30 0.000 $ 0.00 %
2025/09/30 OTIS Otis Worldwide Corp 0.15% 6.525 M $ 71356 2022/06/30 -542.700 K $ -7.66 %
2025/09/30 NE Noble Corp PLC 0.12% 5.208 M $ 184129 2025/09/30 0.000 $ 0.00 %
2025/09/30 HON Honeywell International Inc 0.07% 3.190 M $ 15154 2025/09/30 0.000 $ 0.00 %
2025/09/30 SEMR SEMrush Holdings Inc 0.07% 3.113 M $ 439659 2023/03/31 -839.643 K $ -21.77 %
2025/09/30 AZO AutoZone Inc 0.06% 2.746 M $ 640 2025/06/30 129.474 K $ 15.57 %
2025/09/30 SUZ Suzano SA 0.04% 1.862 M $ 198107 2023/09/30 -2.051 K $ -0.11 %
2025/09/30 ASHR Xtrackers Harvest CSI 300 Chin 0.03% 1.455 M $ 12128 2025/03/31 0.000 $ 0.00 %
2025/09/30 KKS.F Kaspi.KZ JSC 0.02% 810.817 K $ 9926 2025/09/30 0.000 $ 0.00 %
2025/09/30 ROKU Roku Inc 0.02% 785.479 K $ 7844 2022/06/30 87.748 K $ 13.93 %
2025/09/30 American Coastal Insurance Cor 0.02% 710.152 K $ 62344 2023/09/30 5.945 K $ 2.43 %
2025/09/30 CART Maplebear Inc 0.01% 416.963 K $ 11342 2025/09/30 0.000 $ 0.00 %
2025/09/30 LX LexinFintech Holdings Ltd 0.01% 337.494 K $ 63315 2024/12/31 -119.032 K $ -26.07 %
2025/09/30 VLRS Controladora Vuela Cia de Avia 0.01% 322.923 K $ 44972 2025/09/30 0.000 $ 0.00 %
2025/09/30 CFLT Confluent Inc 0.01% 290.270 K $ 14659 2025/09/30 0.000 $ 0.00 %
2025/09/30 BRKR Bruker Corp 0.01% 265.398 K $ 8168 2025/03/31 -59.123 K $ -21.14 %
2025/09/30 MNDY Monday.com Ltd 0.01% 252.397 K $ 1303 2025/09/30 0.000 $ 0.00 %
2025/09/30 ARGX Argenx SE 0.00% 211.696 K $ 287 2022/12/31 61.864 K $ 33.80 %
2025/09/30 TDW Tidewater Inc 0.00% 179.309 K $ 3362 2025/09/30 0.000 $ 0.00 %
2025/09/30 PUBM PubMatic Inc 0.00% 157.870 K $ 19065 2025/09/30 0.000 $ 0.00 %
2025/09/30 CERT Certara Inc 0.00% 150.134 K $ 12285 2024/09/30 3.465 K $ 4.44 %
2025/09/30 IMNM Immunome Inc 0.00% 127.555 K $ 10892 2025/03/31 24.729 K $ 25.91 %
2025/09/30 GPCR Structure Therapeutics Inc 0.00% 114.193 K $ 4078 2024/06/30 21.286 K $ 35.00 %
2025/09/30 ABT Abbott Laboratories 0.00% 110.911 K $ 828 2025/03/31 -1.533 K $ -1.52 %
2025/09/30 CHYM Chime Financial Inc 0.00% 108.967 K $ 5402 2025/06/30 -71.699 K $ -41.55 %
2025/09/30 DXCM Dexcom Inc 0.00% 108.816 K $ 1617 2025/03/31 -16.880 K $ -22.91 %
2025/09/30 SDGR Schrodinger Inc/United States 0.00% 98.542 K $ 4912 2025/03/31 -75.000 $ -0.30 %
2025/09/30 STE STERIS PLC 0.00% 87.105 K $ 352 2025/03/31 1.877 K $ 3.01 %
2025/09/30 ABC Cencora Inc 0.00% 83.139 K $ 266 2025/06/30 0.000 $ 0.00 %
2025/09/30 RIG Transocean Ltd 0.00% 77.500 K $ 24838 2025/09/30 0.000 $ 0.00 %
2025/09/30 QGEN QIAGEN NV 0.00% 68.187 K $ 1526 2025/03/31 -8.673 K $ -7.03 %
2025/09/30 MYRG MYR Group Inc 0.00% 62.622 K $ 301 2024/06/30 18.712 K $ 14.65 %
2025/09/30 ESTA Establishment Labs Holdings In 0.00% 53.578 K $ 1307 2025/03/31 -3.522 K $ -4.03 %
2025/09/30 NTRA Natera Inc 0.00% 53.124 K $ 330 2025/03/31 -2.494 K $ -4.72 %
2025/09/30 TMO Thermo Fisher Scientific Inc 0.00% 47.536 K $ 98 2025/09/30 0.000 $ 0.00 %
2025/09/30 MASS 908 Devices Inc 0.00% 45.792 K $ 5227 2025/03/31 10.689 K $ 22.86 %
2025/09/30 HSIC Henry Schein Inc 0.00% 41.949 K $ 632 2025/06/30 -3.914 K $ -9.14 %
2025/09/30 GE General Electric Co 0.00% 41.215 K $ 137 2024/03/31 10.032 K $ 16.87 %
2025/09/30 IR Ingersoll Rand Inc 0.00% 40.156 K $ 486 2023/12/31 -175.000 $ -0.67 %
2025/09/30 IRTC iRhythm Technologies Inc 0.00% 37.841 K $ 220 2025/06/30 4.597 K $ 11.71 %
2025/09/30 ORIC ORIC Pharmaceuticals Inc 0.00% 34.815 K $ 2901 2025/03/31 9.608 K $ 18.23 %