| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q2 | Jul 22, 2026 | Antipodes Global Fund | - | - | 3661.TW, 3711.TW, 6525.T, BABA, BKNG, IFX.DE, PFGC, QRVO, SNY, SUZ, SWKS, VAL, WDAY, WDS.AX | AI, Energy Infrastructure, Global Equities, Long/Short, Market Concentration, semiconductors, value | 3661.TW PFGC SWKS QRVO BKNG SUZB3.SA BABA VAL 6525.T 3711.TW IFX.DE |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jul 25, 2026 | Fund Letters | Antipodes Global Fund | Alchip Technologies | Semiconductors | Semiconductors | Bull | Taiwan Stock Exchange | 3nm, Advanced Packaging, AI chips, Amazon, ASIC Design, Chiplets, high-performance computing, hyperscalers, semiconductors, Taiwan | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||