Antipodean Advisors as of Dec. 31, 2012
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 20 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carter's (CRI) | 16.8 | $117M | 2.1M | 55.65 | |
| Equinix | 11.3 | $79M | 384k | 206.20 | |
| Six Flags Entertainment (SIX) | 9.8 | $68M | 1.1M | 61.20 | |
| Verisign (VRSN) | 8.6 | $60M | 1.5M | 38.82 | |
| Danaher Corporation (DHR) | 7.9 | $55M | 983k | 55.90 | |
| American International (AIG) | 6.7 | $47M | 1.3M | 35.30 | |
| Medivation | 5.8 | $41M | 797k | 51.16 | |
| Colfax Corporation | 5.5 | $38M | 942k | 40.35 | |
| News Corporation | 5.1 | $36M | 1.4M | 25.51 | |
| Workday Inc cl a (WDAY) | 4.4 | $31M | 563k | 54.50 | |
| DaVita (DVA) | 3.9 | $27M | 247k | 110.53 | |
| W.R. Grace & Co. | 2.9 | $20M | 300k | 67.23 | |
| Intuitive Surgical (ISRG) | 2.8 | $20M | 40k | 490.38 | |
| Herbalife Ltd Com Stk (HLF) | 2.2 | $16M | 476k | 32.94 | |
| Research In Motion | 1.7 | $12M | 990k | 11.87 | |
| BE Aerospace | 1.4 | $9.9M | 200k | 49.40 | |
| Francescas Hldgs Corp | 1.4 | $9.7M | 374k | 25.93 | |
| Sherwin-Williams Company (SHW) | 0.8 | $5.8M | 38k | 153.82 | |
| Universal Display Corporation (OLED) | 0.8 | $5.5M | 215k | 25.62 | |
| Charter Communications | 0.1 | $735k | 9.6k | 76.28 |
