ANTIPODES PARTNERS Ltd

CIK 0001652442 · ROYAL EXCHANGE, C3 · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

ANTIPODES PARTNERS Ltd reported 130 positions worth $5.46B as of June 30, 2026 (13F filed August 6, 2026). Largest holding: AMZN (4.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.46B
2026 Q2
Positions
130
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.0%
Est. Net Flow (Q)
2026 Q2
10 / 130 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AMZNAMAZON COM INCSH$237.5M4.35%996,493
2AEPAMERICAN ELEC PWR CO INCSH$232.5M4.26%1,699,356
3COFCAPITAL ONE FINL CORPSH$194.1M3.56%967,575
4NVDANVIDIA CORPORATIONSH$186.8M3.42%933,424
5EXCEXELON CORPSH$185.4M3.40%3,976,576
6FERFERROVIAL NVSH$183.6M3.36%2,677,153
7BKDBROOKDALE SR LIVING INCSH$178.5M3.27%11,091,757
8SRESEMPRASH$164.4M3.01%1,773,357
9MSFTMICROSOFT CORPSH$147.2M2.70%394,726
10AEEAMEREN CORPSH$145.3M2.66%1,285,233

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ANTIPODES PARTNERS Ltd hold as of Q2 2026?

ANTIPODES PARTNERS Ltd reported 130 positions worth $5.46B in its Q2 2026 13F filing. Largest positions: AMZN (4.4%), AEP (4.3%), COF (3.6%), NVDA (3.4%) and EXC (3.4%).

What did ANTIPODES PARTNERS Ltd buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ANTIPODES PARTNERS Ltd sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.