Antipodean Advisors

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