ANTIPODES PARTNERS Ltd

Position in MSFT — Microsoft Corp

CIK 1652442 ROYAL EXCHANGE, C3

Position in MSFT

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$196,828,643

-$4,799,789 QoQ

Shares Held

531,725

+27.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

3.79%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

ANTIPODES PARTNERS Ltd holds $233,998,718 across 7 Software - Infrastructure names. MSFT ranks #1 (84.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	531,725	$196,828,643
2	ORCL	Oracle Corp	212,117	$31,204,531
3	BAND	Bandwidth Inc.	148,905	$2,653,487
4	KSPI	Joint Stock Co Kaspi.kz	15,577	$1,153,788
5	XYZ	Block, Inc.	15,468	$930,864
6	STNE	StoneCo Ltd.	45,575	$643,519
7	DAVA	Endava plc	132,101	$583,886

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$196,828,643	531,725	+27.5%	Shares	Sole	2026-05-05
2025-12-31	$201,628,432	416,915	+38.8%	Shares	Sole	2026-02-05
2025-09-30	$155,564,728	300,347	-37.4%	Shares	Sole	2025-11-10
2025-06-30	$238,733,919	479,954	-5.6%	Shares	Sole	2025-08-05
2025-03-31	$190,802,478	508,278	+15.3%	Shares	Sole	2025-05-06
2024-12-31	$185,803,522	440,815	+81.3%	Shares	Sole	2025-02-10
2024-09-30	$104,595,172	243,075	-14.4%	Shares	Sole	2024-11-14
2024-06-30	$126,934,246	284,001	-33.2%	Shares	Sole	2024-08-05
2024-03-31	$178,743,312	424,851	-2.8%	Shares	Sole	2024-05-07
2023-12-31	$164,299,396	436,920	-6.4%	Shares	Sole	2024-01-24
2023-09-30	$147,348,526	466,662	+16.2%	Shares	Sole	2023-11-13
2023-06-30	$136,798,663	401,711	-20.1%	Shares	Sole	2023-07-25
2023-03-31	$144,958,681	502,805	+9.4%	Shares	Sole	2023-05-11
2022-12-31	$110,268,756	459,798	-21.8%	Shares	Sole	2023-02-08
2022-09-30	$137,016,933	588,308	+16.2%	Shares	Sole	2022-11-10
2022-06-30	$130,066,160	506,429	-8.8%	Shares	Sole	2022-08-12
2022-03-31	$171,235,374	555,400	-6.2%	Shares	Sole	2022-04-21
2021-12-31	$199,130,699	592,087	-26.2%	Shares	Sole	2022-06-07
2021-09-30	$226,150,585	802,180	-9.2%	Shares	Sole	2021-11-15
2021-06-30	$239,403,269	883,733	-8.9%	Shares	Sole	2021-08-17
2021-03-31	$228,734,387	970,159	+12.1%	Shares	Sole	2021-05-13
2020-12-31	$192,567,232	865,782	+9.3%	Shares	Sole	2021-02-16
2020-09-30	$166,627,422	792,219	-12.2%	Shares	Sole	2020-11-10
2020-06-30	$183,592,679	902,131	-13.2%	Shares	Sole	2020-07-30
2020-03-31	$163,943,803	1,039,527	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.