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 |
