ANTIPODES PARTNERS Ltd — 13F holdings

ANTIPODES PARTNERS Ltd reported 135 holdings worth $5.46B in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. AMZN AMAZON COM INC — $238M (4.4%)
2. AEP AMERICAN ELEC PWR CO INC — $232M (4.3%)
3. COF CAPITAL ONE FINL CORP — $194M (3.6%)
4. NVDA NVIDIA CORPORATION — $187M (3.4%)
5. EXC EXELON CORP — $185M (3.4%)
6. FER FERROVIAL SE — $184M (3.4%)
7. BKD BROOKDALE SR LIVING INC — $178M (3.3%)
8. SRE SEMPRA — $164M (3.0%)
9. MSFT MICROSOFT CORP — $147M (2.7%)
10. AEE AMEREN CORP — $145M (2.7%)