Antipodes Partners’s Alcon ALC Stock Holding History

Antipodes Partners’s Portfolio ALC Stock Details ALC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-26,559	Closed	-$1.96M	–	131
2026 Q1	$1.96M	Sell	26,559 -190	-0.7%	-$15.2K	0.04%	68
2025 Q4	$2.14M	Sell	26,749 -625,580	-96%	-$48.2M	0.04%	67
2025 Q3	$48.6M	Sell	652,329 -476,761	-42%	-$39.8M	1.09%	35
2025 Q2	$99.6M	Sell	1,129,090 -66,622	-6%	-$5.98M	3.09%	13
2025 Q1	$112M	Buy	1,195,712 +50,350	+4%	+$4.52M	3.52%	12
2024 Q4	$97.2M	Buy	1,145,362 +69,002	+6%	+$6.22M	3.38%	10
2024 Q3	$108M	Buy	+1,076,360	New	+$101M	3.73%	7

Other funds holding ALC

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return

TAM

Troy Asset Management London, United Kingdom $3.59B AUM 10.56% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $38.6B AUM 35.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Antipodes Partners's ALC Position: Q2 2026 in Review

Antipodes Partners sold out of Alcon (ALC) in Q2 2026, closing a stake of 26,559 shares — an estimated $1.96M sold.

Antipodes Partners first reported a position in ALC in Q3 2024 and held it in 7 quarters. The position peaked at $112M in Q1 2025. 358 funds tracked by Wall St. Rank hold ALC as of Q2 2026.

Antipodes Partners reported no remaining Alcon position as of Q2 2026 after selling out during the quarter.
Antipodes Partners sold 26,559 Alcon shares in Q2 2026, an estimated $1.96M.
Antipodes Partners first reported a position in Alcon in Q3 2024 and held it in 7 quarters.
Antipodes Partners's Alcon position peaked at $112M in Q1 2025.
358 funds tracked by Wall St. Rank held Alcon as of Q2 2026.

Based on Antipodes Partners's 13F filing for Q2 2026, filed 6 Aug 2026.