Antipodes Exited Sanofi (SNY) After Repeated Pipeline Setbacks
Antipodes Partners published its "Antipodes Global Strategy" second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 10,627,088 | $453,351,578 | -8% | 0.13% |
| 2. | Levin Easterly Partners John Murphy | 235,126 | $10,030,475 | +23% | 0.51% |
| 3. | 151,800 | $6,475,788 | +725% | 0.02% | |
| 4. | 51,500 | $2,196,990 | +78% | 0.01% | |
| 5. | Walleye Capital Will England | 33,051 | $1,409,956 | +649% | 0.01% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,522,564 | $235,592,600 | 3.63% | |
| 2. | 3,844,844 | $164,041,530 | 0.15% | |
| 3. | 3,402,765 | $145,160,917 | 0.03% | |
| 4. | 2,001,451 | $85,787,584 | 0.42% | |
| 5. | 674,143 | $28,759,321 | 0.51% |