ANTIPODES PARTNERS Ltd
ROYAL EXCHANGE C3 · SEC CIK 0001652442
$54.58亿2026Q2 申报市值
130持仓数
34.0%前十大占比 · 第一大 4.4%
28 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BKNG 新建仓+$9,417.47万
QORVO INC 新建仓+$7,605.62万
META 加仓+$4,826.10万
NVDA 加仓+$4,457.18万
COF 加仓+$4,431.92万
2026Q2 卖出最多 按季末市值估算
WDAY 减仓-$5,699.18万
MSFT 减仓-$5,110.34万
AMZN 减仓-$4,773.50万
MRK 减仓-$4,417.28万
ALLY 减仓-$3,297.79万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| STE | STERIS PLC | $12.84万 | 0.00% | 610 | -2 | -0.3% | -$421 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $11.67万 | 0.00% | 235 | 108 | 85.0% | $5.36万 | 加仓 |
| WAT | WATERS CORP | $10.31万 | 0.00% | 275 | -95 | -25.7% | -$3.56万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $10.13万 | 0.00% | 693 | -365 | -34.5% | -$5.33万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $9.48万 | 0.00% | 228 | 228 | — | $9.48万 | 新建仓 |
| NTRA | NATERA INC | $8.74万 | 0.00% | 322 | 42 | 15.0% | $1.14万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $8.27万 | 0.00% | 964 | -5 | -0.5% | -$429 | 重新持有 |
| SIBN | SI BONE INC | $8.10万 | 0.00% | 4,965 | -599 | -10.8% | -$9,776 | 减仓 |
| ABT | ABBOTT LABORATORIES | $6.66万 | 0.00% | 734 | 734 | — | $6.66万 | 新建仓 |
| AVA | AVISTA CORP | $6.40万 | 0.00% | 1,565 | -823 | -34.5% | -$3.37万 | 减仓 |
| ADSK | AUTODESK INC | $5.97万 | 0.00% | 307 | -13,151 | -97.7% | -$255.68万 | 减仓 |
| GE | GE AEROSPACE | $5.42万 | 0.00% | 145 | 4 | 2.8% | $1,495 | 加仓 |
| IR | INGERSOLL RAND INC | $5.08万 | 0.00% | 619 | -325 | -34.4% | -$2.66万 | 减仓 |
| MYRG | MYR GROUP INC | $4.85万 | 0.00% | 97 | -214 | -68.8% | -$10.71万 | 减仓 |
| HUM | HUMANA INC | $4.45万 | 0.00% | 112 | 112 | — | $4.45万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $4.23万 | 0.00% | 1,720 | 1,720 | — | $4.23万 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC | $3.86万 | 0.00% | 354 | -186 | -34.4% | -$2.03万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $3.80万 | 0.00% | 203 | 203 | — | $3.80万 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $3.69万 | 0.00% | 379 | 15 | 4.1% | $1,462 | 加仓 |
| QGEN | QIAGEN NV | $3.68万 | 0.00% | 940 | -1,049 | -52.7% | -$4.10万 | 减仓 |
| MASS | 908 DEVICES INC | $3.47万 | 0.00% | 3,994 | -408 | -9.3% | -$3,550 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3.43万 | 0.00% | 379 | 379 | — | $3.43万 | 新建仓 |
| CI | THE CIGNA GROUP | $3.42万 | 0.00% | 124 | 124 | — | $3.42万 | 新建仓 |
| BIO | BIO RAD LABS INC | $3.32万 | 0.00% | 113 | 113 | — | $3.32万 | 新建仓 |
| MCK | MCKESSON CORP | $3.25万 | 0.00% | 43 | 43 | — | $3.25万 | 新建仓 |
| TNGX | TANGO THERAPEUTICS INC | $3.24万 | 0.00% | 1,037 | -585 | -36.1% | -$1.83万 | 减仓 |
| ANL | ADLAI NORTYE LTD | $1.89万 | 0.00% | 1,642 | -409 | -19.9% | -$4,704 | 减仓 |
| RLMD | RELMADA THERAPEUTICS INC | $1.67万 | 0.00% | 2,414 | -621 | -20.5% | -$4,297 | 减仓 |
| — | ATAIBECKLEY INC | $9,744 | 0.00% | 1,849 | -5,680 | -75.4% | -$2.99万 | 减仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $8,811 | 0.00% | 119 | -63 | -34.6% | -$4,665 | 减仓 |
| ORCL | Oracle Corp | $0 | 0.00% | 0 | -212,117 | -100.0% | -$3,120.45万 | 清仓 |
| COLD | Americold Realty Trust Inc | $0 | 0.00% | 0 | -1,159,803 | -100.0% | -$1,329.13万 | 清仓 |
| OTIS | Otis Worldwide Corp | $0 | 0.00% | 0 | -61,687 | -100.0% | -$475.48万 | 清仓 |
| PSIX | Power Solutions International | $0 | 0.00% | 0 | -52,877 | -100.0% | -$321.92万 | 清仓 |
| AZO | AutoZone Inc | $0 | 0.00% | 0 | -640 | -100.0% | -$216.18万 | 清仓 |
| ALC | Alcon AG | $0 | 0.00% | 0 | -26,559 | -100.0% | -$195.87万 | 清仓 |
| LXU | LSB Industries Inc | $0 | 0.00% | 0 | -101,927 | -100.0% | -$151.87万 | 清仓 |
| STNE | StoneCo Ltd | $0 | 0.00% | 0 | -45,575 | -100.0% | -$64.35万 | 清仓 |
| LZ | Legalzoom.com Inc | $0 | 0.00% | 0 | -80,268 | -100.0% | -$45.51万 | 清仓 |
| — | Clipper Realty Inc | $0 | 0.00% | 0 | -125,668 | -100.0% | -$37.95万 | 清仓 |
| VNET | Vnet Group Inc | $0 | 0.00% | 0 | -13,915 | -100.0% | -$11.67万 | 清仓 |
| GILD | Gilead Sciences Inc | $0 | 0.00% | 0 | -557 | -100.0% | -$7.76万 | 清仓 |
| IRTC | IRhythm Holdings Inc | $0 | 0.00% | 0 | -655 | -100.0% | -$7.73万 | 清仓 |
| REGN | Regeneron Pharmaceuticals Inc | $0 | 0.00% | 0 | -97 | -100.0% | -$7.49万 | 清仓 |
| BSX | Boston Scientific Corp | $0 | 0.00% | 0 | -1,128 | -100.0% | -$7.08万 | 清仓 |
| — | Teva Pharmaceutical Industries | $0 | 0.00% | 0 | -2,234 | -100.0% | -$6.73万 | 清仓 |
| TARS | Tarsus Pharmaceuticals Inc | $0 | 0.00% | 0 | -555 | -100.0% | -$3.89万 | 清仓 |
| DXCM | Dexcom Inc | $0 | 0.00% | 0 | -554 | -100.0% | -$3.48万 | 清仓 |
| IDYA | Ideaya Biosciences Inc | $0 | 0.00% | 0 | -917 | -100.0% | -$3.06万 | 清仓 |
| IRON | Disc Medicine Inc | $0 | 0.00% | 0 | -476 | -100.0% | -$3.04万 | 清仓 |
| — | Nuvalent Inc | $0 | 0.00% | 0 | -275 | -100.0% | -$2.82万 | 清仓 |
| — | Terns Pharmaceuticals Inc | $0 | 0.00% | 0 | -455 | -100.0% | -$2.40万 | 清仓 |
| VRDN | Viridian Therapeutics Inc | $0 | 0.00% | 0 | -834 | -100.0% | -$1.63万 | 清仓 |
| ORIC | ORIC Pharmaceuticals Inc | $0 | 0.00% | 0 | -1,278 | -100.0% | -$1.62万 | 清仓 |
| BIOA | BioAge Labs Inc | $0 | 0.00% | 0 | -915 | -100.0% | -$1.60万 | 清仓 |
| CABA | Cabaletta Bio Inc | $0 | 0.00% | 0 | -5,616 | -100.0% | -$1.51万 | 清仓 |