Antipodean Advisors as of March 31, 2013
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 29 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| H&R Block (HRB) | 17.8 | $171M | 5.8M | 29.42 | |
| Intuitive Surgical (ISRG) | 8.1 | $77M | 158k | 491.19 | |
| Cemex SAB de CV (CX) | 6.5 | $63M | 5.1M | 12.21 | |
| Michael Kors Holdings | 5.6 | $54M | 947k | 56.79 | |
| Valeant Pharmaceuticals Int | 5.5 | $53M | 706k | 75.02 | |
| Carter's (CRI) | 5.4 | $52M | 905k | 57.27 | |
| Danaher Corporation (DHR) | 5.2 | $50M | 803k | 62.15 | |
| Charter Communications | 5.1 | $49M | 467k | 104.18 | |
| Moody's Corporation (MCO) | 3.8 | $36M | 675k | 53.32 | |
| Boeing Company (BA) | 3.7 | $36M | 418k | 85.85 | |
| Six Flags Entertainment (SIX) | 3.4 | $33M | 450k | 72.48 | |
| Universal Health Services (UHS) | 3.2 | $31M | 478k | 63.87 | |
| Visa (V) | 3.1 | $30M | 176k | 169.84 | |
| Mondelez Int (MDLZ) | 3.1 | $30M | 975k | 30.62 | |
| Alexion Pharmaceuticals | 3.0 | $29M | 311k | 92.14 | |
| Workday Inc cl a (WDAY) | 2.9 | $28M | 454k | 61.63 | |
| Equinix | 2.6 | $26M | 118k | 216.31 | |
| Elan Corporation | 1.9 | $19M | 1.6M | 11.80 | |
| Francescas Hldgs Corp | 1.9 | $19M | 651k | 28.72 | |
| Synovus Financial | 1.6 | $15M | 5.4M | 2.77 | |
| Colfax Corporation | 1.1 | $11M | 230k | 46.54 | |
| W.R. Grace & Co. | 1.1 | $10M | 131k | 77.51 | |
| Universal Display Corporation (OLED) | 1.0 | $9.9M | 337k | 29.43 | |
| Cit | 1.0 | $9.6M | 221k | 43.48 | |
| Research In Motion | 1.0 | $9.4M | 654k | 14.44 | |
| Federated Investors (FHI) | 0.6 | $5.4M | 230k | 23.67 | |
| Eagle Materials (EXP) | 0.5 | $4.7M | 71k | 66.63 | |
| Boise Cascade (BCC) | 0.2 | $1.7M | 50k | 33.94 | |
| Allscripts Healthcare Solutions (MDRX) | 0.2 | $1.7M | 122k | 13.59 |
