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Andrew Findlay

Antipodes Partners Ltd

Assets Managed
$5.193B
Holdings
126
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
9.06%(2Q avg: 7.95%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Antipodes Partners Ltd's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Antipodes Partners Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.193B in assets, with a quarterly growth rate of 9.06% and a 2-quarter average growth rate of 7.95%. The portfolio is managed by Andrew Findlay, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AMZN
Amazon.com Inc
Recent Activity
Increased 22.58%
4.8%
$249.252M
1.197M shares@ $208.28 avg price
AEP
American Electric Power
Recent Activity
Decreased -1.03%
4.57%
$237.266M
1.81M shares@ $131.09 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 27.54%
3.79%
$196.829M
531,725 shares@ $370.17 avg price
EXC
Exelon Corp
Recent Activity
Increased 2.15%
3.56%
$184.481M
3.763M shares@ $49.03 avg price
MRK
Merck & Co. Inc.
Recent Activity
Decreased -8.53%
3.34%
$173.37M
1.441M shares@ $120.29 avg price
SRE
Sempra
Recent Activity
Increased 7.56%
3.23%
$167.384M
1.723M shares@ $97.18 avg price
FER
Ferrovial Se
Recent Activity
Increased 7.78%
3.19%
$165.62M
2.594M shares@ $63.86 avg price
B
Barrick Mining Corp
Recent Activity
Decreased -9.38%
3.19%
$165.419M
4.056M shares@ $40.79 avg price
BKD
Brookdale Senior Living Inc
Recent Activity
Decreased -0.19%
3.01%
$156.045M
11.407M shares@ $13.69 avg price
AEE
Ameren Corporation
Recent Activity
Increased 2.26%
2.7%
$139.773M
1.272M shares@ $109.92 avg price

1-10 of 126