DOSSIER · 13F-HR · Q1 2026

ANTIPODES PARTNERS Ltd

ANTIPODES's pension fund based in Chicago, IL $5.2B in tracked AUM across 128 positions as of Q1 2026.

A
ANTIPODES·Chicago, IL·Pension Fund
CIK 0001652442 · last filed Mar 31, 2026
Total AUM
$5.2B
15.7%
vs prior
Holdings
128
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
Top sector
Financials
21% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of ANTIPODES PARTNERS Ltd 13F Filing (Q3 2025)
1. Portfolio Overview

Antipodes Partners Ltd reported a significant portfolio restructuring for the quarter ended September 30, 2025. The total portfolio value decreased by 10.8%, contracting from $3.22 billion to $2.87 billion. This reduction is not solely attributable to market performance but is largely the result of a dramatic shift in asset allocation, evidenced by the high turnover activity. The manager executed a ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AMZN
Amazon.com Inc
$249M1.2M4.8%
02
AEP
American Electric Power Co Inc
$237M1.8M4.6%
03
MSFT
Microsoft Corp
$197M532K3.8%
04
EXC
Exelon Corp
$184M3.8M3.6%
05
MRK
Merck & Co Inc
$173M1.4M3.3%
06
SRE
Sempra
$167M1.7M3.2%
07
N3168P101
Ferrovial NV
$166M2.6M3.2%
08
B
Barrick Mining Corp
$165M4.1M3.2%
09
BKD
Brookdale Senior Living Inc
$156M11.4M3.0%
10
AEE
Ameren Corp
$140M1.3M2.7%

Filing history

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