Antipodean Advisors as of Sept. 30, 2012
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 24 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carter's (CRI) | 14.9 | $125M | 2.3M | 53.84 | |
| Equinix | 9.8 | $82M | 397k | 206.05 | |
| Colfax Corporation | 8.5 | $71M | 1.9M | 36.67 | |
| Six Flags Entertainment (SIX) | 7.2 | $60M | 1.0M | 58.80 | |
| priceline.com Incorporated | 7.0 | $58M | 94k | 619.07 | |
| Verisign (VRSN) | 6.3 | $53M | 1.1M | 48.69 | |
| Medivation | 6.1 | $51M | 903k | 56.35 | |
| Tripadvisor (TRIP) | 6.0 | $50M | 1.5M | 32.93 | |
| American International (AIG) | 5.8 | $49M | 1.5M | 32.79 | |
| Sherwin-Williams Company (SHW) | 5.1 | $43M | 286k | 148.91 | |
| DaVita (DVA) | 3.5 | $30M | 285k | 103.61 | |
| salesforce (CRM) | 2.9 | $24M | 158k | 152.69 | |
| Sally Beauty Holdings (SBH) | 2.9 | $24M | 953k | 25.09 | |
| News Corporation | 2.8 | $24M | 971k | 24.50 | |
| W.R. Grace & Co. | 2.1 | $18M | 300k | 59.08 | |
| Cepheid | 2.0 | $17M | 485k | 34.50 | |
| Green Mountain Coffee Roasters | 1.5 | $13M | 536k | 23.74 | |
| First Solar (FSLR) | 1.4 | $12M | 535k | 22.14 | |
| Polypore International | 1.2 | $9.9M | 279k | 35.35 | |
| Capital One Financial (COF) | 1.1 | $9.6M | 168k | 57.01 | |
| Pandora Media | 0.7 | $6.0M | 550k | 10.95 | |
| Universal Display Corporation (OLED) | 0.6 | $4.6M | 133k | 34.33 | |
| Rubicon Technology | 0.4 | $3.0M | 315k | 9.58 | |
| Groupon | 0.2 | $2.0M | 428k | 4.77 |
