ANTIPODES PARTNERS Ltd
ROYAL EXCHANGE C3 · SEC CIK 0001652442
$51.93亿2026Q1 申报市值
126持仓数
35.3%前十大占比 · 第一大 4.8%
23 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NVDA 新建仓+$1.24亿
HTO 加仓+$1.09亿
DIS 新建仓+$6,337.19万
CART 加仓+$5,982.16万
PGR 新建仓+$5,830.48万
2026Q1 卖出最多 按季末市值估算
AMD 清仓-$6,277.03万
META 减仓-$4,747.36万
LEN 清仓-$3,444.46万
WLK 清仓-$3,079.98万
PCOR 减仓-$2,160.67万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BSX | Boston Scientific Corp | $7.08万 | 0.00% | 1,128 | 1,128 | — | $7.08万 | 新建仓 |
| SIBN | SI-BONE Inc | $7.03万 | 0.00% | 5,564 | 4,094 | 278.5% | $5.17万 | 加仓 |
| — | Teva Pharmaceutical Industries | $6.73万 | 0.00% | 2,234 | 148 | 7.1% | $4,458 | 加仓 |
| ORA | Ormat Technologies Inc | $6.04万 | 0.00% | 540 | 540 | — | $6.04万 | 新建仓 |
| VRTX | Vertex Pharmaceuticals Inc | $5.67万 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| NTRA | Natera Inc | $5.60万 | 0.00% | 280 | -50 | -15.2% | -$9,999 | 减仓 |
| KWEB | KraneShares CSI China Internet | $4.85万 | 0.00% | 2,206 | 2,206 | — | $4.85万 | 新建仓 |
| GE | General Electric Co | $4.00万 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| TARS | Tarsus Pharmaceuticals Inc | $3.89万 | 0.00% | 555 | 555 | — | $3.89万 | 新建仓 |
| ARGX | Argenx SE | $3.65万 | 0.00% | 50 | -146 | -74.5% | -$10.66万 | 减仓 |
| DXCM | Dexcom Inc | $3.48万 | 0.00% | 554 | -304 | -35.4% | -$1.91万 | 减仓 |
| TNGX | Tango Therapeutics Inc | $3.39万 | 0.00% | 1,622 | -2,891 | -64.1% | -$6.05万 | 减仓 |
| IDYA | Ideaya Biosciences Inc | $3.06万 | 0.00% | 917 | -233 | -20.3% | -$7,763 | 减仓 |
| DNTH | Dianthus Therapeutics Inc | $3.05万 | 0.00% | 364 | -95 | -20.7% | -$7,972 | 减仓 |
| IRON | Disc Medicine Inc | $3.04万 | 0.00% | 476 | 57 | 13.6% | $3,645 | 加仓 |
| — | Nuvalent Inc | $2.82万 | 0.00% | 275 | -116 | -29.7% | -$1.19万 | 减仓 |
| MASS | 908 Devices Inc | $2.69万 | 0.00% | 4,402 | -692 | -13.6% | -$4,235 | 减仓 |
| — | AtaiBeckley Inc | $2.67万 | 0.00% | 7,529 | 448 | 6.3% | $1,586 | 加仓 |
| — | Terns Pharmaceuticals Inc | $2.40万 | 0.00% | 455 | 455 | — | $2.40万 | 新建仓 |
| RLMD | Relmada Therapeutics Inc | $2.11万 | 0.00% | 3,035 | 3,035 | — | $2.11万 | 新建仓 |
| VRDN | Viridian Therapeutics Inc | $1.63万 | 0.00% | 834 | -316 | -27.5% | -$6,181 | 减仓 |
| ORIC | ORIC Pharmaceuticals Inc | $1.62万 | 0.00% | 1,278 | -1,121 | -46.7% | -$1.42万 | 减仓 |
| BIOA | BioAge Labs Inc | $1.60万 | 0.00% | 915 | 915 | — | $1.60万 | 新建仓 |
| CABA | Cabaletta Bio Inc | $1.51万 | 0.00% | 5,616 | -11,571 | -67.3% | -$3.11万 | 减仓 |
| SQM | Sociedad Quimica y Minera de C | $1.47万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| ANL | Adlai Nortye Ltd | $1.42万 | 0.00% | 2,051 | 2,051 | — | $1.42万 | 新建仓 |
| AMD | Advanced Micro Devices Inc | $0 | 0.00% | 0 | -293,078 | -100.0% | -$6,277.03万 | 清仓 |
| LEN | Lennar Corp | $0 | 0.00% | 0 | -335,039 | -100.0% | -$3,444.46万 | 清仓 |
| WLK | Westlake Corp | $0 | 0.00% | 0 | -416,520 | -100.0% | -$3,079.98万 | 清仓 |
| CENX | Century Aluminum Co | $0 | 0.00% | 0 | -423,789 | -100.0% | -$1,660.53万 | 清仓 |
| LSPD | Lightspeed Commerce Inc | $0 | 0.00% | 0 | -1,024,963 | -100.0% | -$1,238.35万 | 清仓 |
| KO | Coca-Cola Co/The | $0 | 0.00% | 0 | -145,423 | -100.0% | -$1,016.73万 | 清仓 |
| NE | Noble Corp PLC | $0 | 0.00% | 0 | -257,244 | -100.0% | -$726.51万 | 清仓 |
| ASHR | Xtrackers Harvest CSI 300 Chin | $0 | 0.00% | 0 | -56,694 | -100.0% | -$186.25万 | 清仓 |
| GTLB | Gitlab Inc | $0 | 0.00% | 0 | -27,433 | -100.0% | -$102.96万 | 清仓 |
| MGNI | Magnite Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MNDY | Monday.com Ltd | $0 | 0.00% | 0 | -2,381 | -100.0% | -$35.14万 | 清仓 |
| SG | Sweetgreen Inc | $0 | 0.00% | 0 | -51,873 | -100.0% | -$35.07万 | 清仓 |
| LINE | Lineage Inc | $0 | 0.00% | 0 | -6,729 | -100.0% | -$23.55万 | 清仓 |
| TMO | Thermo Fisher Scientific Inc | $0 | 0.00% | 0 | -131 | -100.0% | -$7.59万 | 清仓 |
| ESTA | Establishment Labs Holdings In | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDT | Medtronic PLC | $0 | 0.00% | 0 | -730 | -100.0% | -$7.01万 | 清仓 |
| — | Amicus Therapeutics Inc | $0 | 0.00% | 0 | -3,926 | -100.0% | -$5.59万 | 清仓 |
| — | Apogee Therapeutics Inc | $0 | 0.00% | 0 | -723 | -100.0% | -$5.46万 | 清仓 |
| NOVT | Novanta Inc | $0 | 0.00% | 0 | -449 | -100.0% | -$5.34万 | 清仓 |
| — | Day One Biopharmaceuticals Inc | $0 | 0.00% | 0 | -2,559 | -100.0% | -$2.39万 | 清仓 |
| SGMT | Sagimet Biosciences Inc | $0 | 0.00% | 0 | -3,176 | -100.0% | -$1.88万 | 清仓 |
| ARRY | Array Technologies Inc | $0 | 0.00% | 0 | -1,715 | -100.0% | -$1.58万 | 清仓 |
| JANX | Janux Therapeutics Inc | $0 | 0.00% | 0 | -720 | -100.0% | -$9,937 | 清仓 |
| SHLS | Shoals Technologies Group Inc | $0 | 0.00% | 0 | -978 | -100.0% | -$8,314 | 清仓 |