Latest statistics and disclosures from Antipodean Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MDCO, SLM, AMZN, Charter Communications Inc New Cl A cl a, BIO, and represent 52.55% of Antipodean Advisors's stock portfolio.
- Added to shares of these 10 stocks: Charter Communications Inc New Cl A cl a (+$17.28M), Dxc Technology (+$9.05M), Cf Corp shs cl a (+$8.32M), Ptc (+$6.72M), EXAS, SCI, AMZN, SLM, BIO, Gopro.
- Started 7 new stock positions in Gopro, Charter Communications Inc New Cl A cl a, SCI, Ptc, Altice Usa Inc cl a, Cf Corp shs cl a, Dxc Technology.
- Reduced shares in these 10 stocks: BAC (-$14.75M), SYMC (-$14.42M), MDCO (-$9.73M), Lamb Weston Hldgs (-$9.29M), CSC (-$7.25M), Fiesta Restaurant (-$6.46M), Metropcs Communications (-$5.36M), Facebook Inc cl a, Esperion Therapeutics, SHLD.
- Sold out of its positions in CSC, Esperion Therapeutics, Fiesta Restaurant, SHLD, SYMC, Metropcs Communications, Zto Express Cayman Inc sponsored adr added.
- Antipodean Advisors was a net seller of stock by $27.37M.
- Antipodean Advisors has $177.80M in assets under management (AUM), dropping by -13.21%.
Companies in the Antipodean Advisors portfolio as of June 2017 quarter
|Company (Ticker)||Portfolio Weight||Share Count||Change in Shares||Price|
|Medicines Company (MDCO)||12.28||-30%||574434||38.01|
|SLM Corporation (SLM)||10.53||+5%||1.63M||11.50|
|Charter Communications Inc New Cl A cl a||9.72||NEW||51300||336.84|
|Bio-Rad Laboratories (BIO)||9.55||+4%||75000||226.31|
|EXACT Sciences Corporation (EXAS)||9.48||+28%||476346||35.37|
|Bank of America Corporation (BAC)||8.96||-48%||657000||24.26|
|Facebook Inc cl a||8.49||-19%||100000||150.98|
|Cf Corp shs cl a||4.68||NEW||740000||11.25|
|Lamb Weston Hldgs||4.24||-55%||171000||44.04|
|Service Corporation International (SCI)||1.26||NEW||67000||33.45|
|Novagold Resources Inc Cad Com||1.05||408000||4.56|
|Altice Usa Inc cl a||0.09||NEW||5000||32.40|
Past 13F-HR SEC Filings by Antipodean Advisors
- Antipodean Advisors 2017 Q1 filed May 15, 2017
- Antipodean Advisors 2016 Q4 filed Feb. 14, 2017
- Antipodean Advisors 2016 Q3 filed Nov. 14, 2016
- Antipodean Advisors 2016 Q2 filed Aug. 15, 2016
- Antipodean Advisors 2016 Q1 filed May 16, 2016
- Antipodean Advisors 2015 Q4 filed Feb. 16, 2016
- Antipodean Advisors 2015 Q1 amended filed May 15, 2015
- Antipodean Advisors 2014 Q4 filed Feb. 17, 2015
- Antipodean Advisors 2014 Q1 filed May 15, 2014
- Antipodean Advisors 2013 Q4 filed Feb. 14, 2014
- Antipodean Advisors 2013 Q2 filed Aug. 13, 2013
- Antipodean Advisors 2013 Q1 filed May 14, 2013
- Antipodean Advisors 2012 Q4 filed Feb. 14, 2013
- Antipodean Advisors 2012 Q3 filed Nov. 14, 2012
- Antipodean Advisors 2011 Q3 filed Nov. 14, 2011
- Antipodean Advisors 2011 Q2 filed Aug. 15, 2011
- Antipodean Advisors 2011 Q1 filed May 16, 2011
- Antipodean Advisors 2010 Q4 filed Feb. 14, 2011