ANTIPODES PARTNERS Ltd Buys VMware Inc, Simon Property Group Inc, Roku Inc, Sells Cisco Systems Inc, Uber Technologies Inc, General Electric Co

• New Purchases: VMW, SPG, ROKU, MU,
• Added Positions: KO, ABC, COF, TMUS, JWN, STX, AMZN, YUMC, TPR, HDB, MRK, MDT,
• Reduced Positions: UBER, GE, QCOM, JD, MSFT, GOLD, LOW, FB, QRVO, BABA, IBN, PEP,
• Sold Out: CSCO, EFX, FDX, CPRI, TIF, QGEN,

For the details of ANTIPODES PARTNERS Ltd's stock buys and sells, go to https://www.gurufocus.com/guru/antipodes+partners+ltd/current-portfolio/portfolio

1. Microsoft Corp (MSFT) - 902,131 shares, 8.37% of the total portfolio. Shares reduced by 13.22%
2. Alibaba Group Holding Ltd (BABA) - 710,886 shares, 6.99% of the total portfolio. Shares reduced by 3.96%
3. Merck & Co Inc (MRK) - 1,889,893 shares, 6.67% of the total portfolio. Shares added by 2.01%
4. Yum China Holdings Inc (YUMC) - 2,718,390 shares, 5.96% of the total portfolio. Shares added by 9.40%
5. Capital One Financial Corp (COF) - 1,942,074 shares, 5.54% of the total portfolio. Shares added by 22.68%

ANTIPODES PARTNERS Ltd initiated holding in VMware Inc. The purchase prices were between $116 and $156.27, with an estimated average price of $137.04. The stock is now traded at around $139.83. The impact to a portfolio due to this purchase was 4.19%. The holding were 592,675 shares as of .

ANTIPODES PARTNERS Ltd initiated holding in Simon Property Group Inc. The purchase prices were between $44.01 and $95.5, with an estimated average price of $62.57. The stock is now traded at around $65.59. The impact to a portfolio due to this purchase was 2.46%. The holding were 788,170 shares as of .

ANTIPODES PARTNERS Ltd initiated holding in Roku Inc. The purchase prices were between $81.46 and $137.5, with an estimated average price of $113.54. The stock is now traded at around $151.57. The impact to a portfolio due to this purchase was 1.72%. The holding were 322,979 shares as of .

ANTIPODES PARTNERS Ltd initiated holding in Micron Technology Inc. The purchase prices were between $39.89 and $53.72, with an estimated average price of $47.03. The stock is now traded at around $50.39. The impact to a portfolio due to this purchase was 1.57%. The holding were 668,199 shares as of .

ANTIPODES PARTNERS Ltd added to a holding in Coca-Cola Co by 46.51%. The purchase prices were between $42.12 and $49.85, with an estimated average price of $46.06. The stock is now traded at around $48.02. The impact to a portfolio due to this purchase was 1.52%. The holding were 2,345,609 shares as of .

ANTIPODES PARTNERS Ltd added to a holding in AmerisourceBergen Corp by 52.29%. The purchase prices were between $81.34 and $102.3, with an estimated average price of $92. The stock is now traded at around $103.31. The impact to a portfolio due to this purchase was 1.08%. The holding were 685,190 shares as of .

ANTIPODES PARTNERS Ltd added to a holding in Capital One Financial Corp by 22.68%. The purchase prices were between $42.27 and $80, with an estimated average price of $62.04. The stock is now traded at around $66.38. The impact to a portfolio due to this purchase was 1.02%. The holding were 1,942,074 shares as of .

ANTIPODES PARTNERS Ltd added to a holding in T-Mobile US Inc by 66.33%. The purchase prices were between $81.98 and $110.19, with an estimated average price of $95.53. The stock is now traded at around $105.78. The impact to a portfolio due to this purchase was 1%. The holding were 528,876 shares as of .

ANTIPODES PARTNERS Ltd added to a holding in Nordstrom Inc by 127.28%. The purchase prices were between $13.05 and $23.56, with an estimated average price of $17.6. The stock is now traded at around $14.44. The impact to a portfolio due to this purchase was 0.84%. The holding were 2,116,509 shares as of .

ANTIPODES PARTNERS Ltd added to a holding in Seagate Technology PLC by 21.89%. The purchase prices were between $45.76 and $55.63, with an estimated average price of $50.19. The stock is now traded at around $44.31. The impact to a portfolio due to this purchase was 0.68%. The holding were 1,716,356 shares as of .

ANTIPODES PARTNERS Ltd sold out a holding in Cisco Systems Inc. The sale prices were between $38.33 and $48.13, with an estimated average price of $43.76.

ANTIPODES PARTNERS Ltd sold out a holding in Equifax Inc. The sale prices were between $106.62 and $179.45, with an estimated average price of $147.33.

ANTIPODES PARTNERS Ltd sold out a holding in FedEx Corp. The sale prices were between $107.52 and $149.38, with an estimated average price of $125.55.

ANTIPODES PARTNERS Ltd sold out a holding in Capri Holdings Ltd. The sale prices were between $8.13 and $23.29, with an estimated average price of $14.72.

ANTIPODES PARTNERS Ltd sold out a holding in Tiffany & Co. The sale prices were between $114.24 and $129.77, with an estimated average price of $125.33.

ANTIPODES PARTNERS Ltd sold out a holding in Qiagen NV. The sale prices were between $39.49 and $44.36, with an estimated average price of $42.17.