Antipodes Partners LTD has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3 Billion distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $239M, Alphabet Inc. with a value of $202M, Capital One Financial Corp with a value of $200M, Amazon Com Inc with a value of $172M, and Hca Healthcare, Inc. with a value of $150M.
Examining the 13F form we can see an decrease of $159M in the current position value, from $3.16B to 3B.
Antipodes Partners LTD is based out at Royal Exchange, C3
Below you can find more details about Antipodes Partners LTD portfolio as well as his latest detailed transactions.
Portfolio value
$3 Billion
Technology: $680 Million
Healthcare: $557 Million
Financial Services: $464 Million
Consumer Cyclical: $300 Million
Basic Materials: $231 Million
Communication Services: $227 Million
Industrials: $143 Million
Utilities: $118 Million
Other: $282 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions