ANTIPODES PARTNERS Ltd: 13F holdings
CIK 16524422026Q2
| Positions | 130 |
|---|---|
| Reported value | $5.5bn |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AMZN AMAZON COM INC | 996,493 | $237.5m | 4.4% |
| AEP AMERICAN ELEC PWR CO INC | 1,699,356 | $232.5m | 4.3% |
| COF CAPITAL ONE FINL CORP | 967,575 | $194.1m | 3.6% |
| NVDA NVIDIA CORPORATION | 933,424 | $186.8m | 3.4% |
| EXC EXELON CORP | 3,976,576 | $185.4m | 3.4% |
| FERROVIAL NV | 2,677,153 | $183.6m | 3.4% |
| BKD BROOKDALE SR LIVING INC | 11,091,757 | $178.5m | 3.3% |
| SRE SEMPRA | 1,773,357 | $164.4m | 3.0% |
| MSFT MICROSOFT CORP | 394,726 | $147.2m | 2.7% |
| AEE AMEREN CORP | 1,285,233 | $145.3m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1652442")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.