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 |
