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Institutional Investment Manager
ANTIPODES PARTNERS LTD
ANTIPODES PARTNERS LTD (CIK: 0001652442). Institutional holdings reported to the SEC.

Institutional Holdings (2017Q1)
Portfolio Summary: 23 holdings with a total value of $565,338,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 BAIDU INC 343,489 57,351,000 10.14%
2 GILEAD SCIENCES INC 781,418 55,629,000 9.84%
3 CISCO SYS INC 1,556,031 48,202,000 8.53%
4 OFFICE DEPOT INC 10,126,124 46,586,000 8.24%
5 MICROSOFT CORP 680,575 43,041,000 7.61%
6 JD COM INC 1,393,257 36,853,000 6.52%
7 WESTERN UN CO 1,598,231 34,411,000 6.09%
8 NETAPP INC 825,263 30,094,000 5.32%
9 CAPITAL ONE FINL CORP 343,970 29,944,000 5.30%
10 AMAYA INC 1,767,302 25,788,000 4.56%
11 KB Financial Group Inc 720,134 25,350,000 4.48%
12 BARRICK GOLD CORP 1,471,766 24,454,000 4.33%
13 UNITED STATES NATL GAS FUND 3,119,089 23,612,000 4.18%
14 ICICI BANK LIMITED 3,052,290 23,315,000 4.12%
15 CONSOL ENERGY INC 1,290,688 23,289,000 4.12%
16 ALLIANCE RES PARTNER L P 498,866 11,032,000 1.95%
17 LINE CORP 272,234 9,177,000 1.62%
18 DYNEGY INCORPORATED NEW D 1,015,645 7,983,000 1.41%
19 SHINHAN FINANCIAL GROUP CO L 126,375 4,726,000 0.84%
20 ZHAOPIN LTD 203,819 3,059,000 0.54%
21 ITAU UNIBANCO HLDG SA 61,921 747,000 0.13%
22 58 COM INC 11,715 415,000 0.07%
23 BITAUTO HLDGS LIMITED SPONSORED ADS 10,932 280,000 0.05%

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001652442-17-000003, filed 2017.04.11).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.