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 |
