ANTIPODES PARTNERS LTD

PrivateCIK: 1652442
Location

ROYAL EXCHANGE, C3

130
Positions
$5.46B
Total AUM (reported)
90.22M
Total Shares

Allocation by class

TOTAL AUM$5.46B130 positions
COM$4.12B75.5%
CL A$270.54M5.0%
COM NEW$238.76M4.4%
ORD SHS$207.66M3.8%
COM SHS$140.98M2.6%
SPON ADR UNITS$121.62M2.2%
ACT$95.35M1.7%

Portfolio Concentration

Top 312.2%4–1021.8%11–2532.2%Rest33.8%TOP 1034.0%0%100%
Top 3$664.11M12.2%
4–10$1.19B21.8%
11–25$1.76B32.2%
Rest$1.85B33.8%

Top 3 weight

12.2%

Top 10 weight

34.0%

Voting Authority Distribution

Total shares with voting rights: 90.22M

Sole

Full voting authority

90.22M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole130
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings130
Rows:

AMAZON COM INC

SOLE
COM
Shares996.49K
TypeSH
Market value$237.50M
4.35%
Sole
996.49K
Shared
0.00
None
0.00

AMERICAN ELEC PWR CO INC

SOLE
COM
Shares1.70M
TypeSH
Market value$232.49M
4.26%
Sole
1.70M
Shared
0.00
None
0.00

CAPITAL ONE FINL CORP

SOLE
COM
Shares967.58K
TypeSH
Market value$194.11M
3.56%
Sole
967.58K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares933.42K
TypeSH
Market value$186.77M
3.42%
Sole
933.42K
Shared
0.00
None
0.00

EXELON CORP

SOLE
COM
Shares3.98M
TypeSH
Market value$185.39M
3.40%
Sole
3.98M
Shared
0.00
None
0.00

FERROVIAL NV

SOLE
ORD SHS
Shares2.68M
TypeSH
Market value$183.58M
3.36%
Sole
2.68M
Shared
0.00
None
0.00

BROOKDALE SR LIVING INC

SOLE
COM
Shares11.09M
TypeSH
Market value$178.47M
3.27%
Sole
11.09M
Shared
0.00
None
0.00

SEMPRA

SOLE
COM
Shares1.77M
TypeSH
Market value$164.41M
3.01%
Sole
1.77M
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares394.73K
TypeSH
Market value$147.24M
2.70%
Sole
394.73K
Shared
0.00
None
0.00

AMEREN CORP

SOLE
COM
Shares1.29M
TypeSH
Market value$145.28M
2.66%
Sole
1.29M
Shared
0.00
None
0.00

MERCK & CO INC

SOLE
COM
Shares1.10M
TypeSH
Market value$141.03M
2.58%
Sole
1.10M
Shared
0.00
None
0.00

BARRICK MNG CORP

SOLE
COM SHS
Shares3.84M
TypeSH
Market value$140.97M
2.58%
Sole
3.84M
Shared
0.00
None
0.00

KEYSIGHT TECHNOLOGIES INC

SOLE
COM
Shares374.56K
TypeSH
Market value$131.12M
2.40%
Sole
374.56K
Shared
0.00
None
0.00

CROWN CASTLE INC

SOLE
COM
Shares1.67M
TypeSH
Market value$126.80M
2.32%
Sole
1.67M
Shared
0.00
None
0.00

ESSENTIAL UTILS INC

SOLE
COM
Shares3.27M
TypeSH
Market value$125.13M
2.29%
Sole
3.27M
Shared
0.00
None
0.00

ENTERGY CORP NEW

SOLE
COM
Shares1.09M
TypeSH
Market value$124.69M
2.28%
Sole
1.09M
Shared
0.00
None
0.00

FOMENTO ECONOMICO MEXICANO S

SOLE
SPON ADR UNITS
Shares950.88K
TypeSH
Market value$121.62M
2.23%
Sole
950.88K
Shared
0.00
None
0.00

HCA HEALTHCARE INC

SOLE
COM
Shares289.94K
TypeSH
Market value$113.05M
2.07%
Sole
289.94K
Shared
0.00
None
0.00

DOMINION ENERGY INC

SOLE
COM
Shares1.61M
TypeSH
Market value$110.12M
2.02%
Sole
1.61M
Shared
0.00
None
0.00

H2O AMERICA

SOLE
COM
Shares1.76M
TypeSH
Market value$106.93M
1.96%
Sole
1.76M
Shared
0.00
None
0.00

CHENIERE ENERGY INC

SOLE
COM NEW
Shares435.17K
TypeSH
Market value$104.01M
1.91%
Sole
435.17K
Shared
0.00
None
0.00

DUKE ENERGY CORP NEW

SOLE
COM NEW
Shares813.93K
TypeSH
Market value$103.03M
1.89%
Sole
813.93K
Shared
0.00
None
0.00

NISOURCE INC

SOLE
COM
Shares2.16M
TypeSH
Market value$102.90M
1.89%
Sole
2.16M
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares181.94K
TypeSH
Market value$102.49M
1.88%
Sole
181.94K
Shared
0.00
None
0.00

ENBRIDGE INC

SOLE
COM
Shares1.88M
TypeSH
Market value$101.82M
1.87%
Sole
1.88M
Shared
0.00
None
0.00
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