Antipodean Advisors as of June 30, 2013
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 25 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| H&R Block (HRB) | 16.4 | $156M | 5.6M | 27.75 | |
| Valeant Pharmaceuticals Int | 10.2 | $98M | 1.1M | 86.08 | |
| Charter Communications | 9.4 | $90M | 724k | 123.85 | |
| Seaworld Entertainment (PRKS) | 7.1 | $67M | 1.9M | 35.10 | |
| Workday Inc cl a (WDAY) | 6.3 | $60M | 936k | 64.09 | |
| Carter's (CRI) | 5.4 | $51M | 692k | 74.07 | |
| Thermo Fisher Scientific (TMO) | 4.7 | $45M | 529k | 84.63 | |
| Universal Health Services (UHS) | 4.5 | $43M | 639k | 66.96 | |
| Cemex SAB de CV (CX) | 4.1 | $39M | 3.7M | 10.58 | |
| Boeing Company (BA) | 4.0 | $38M | 369k | 102.44 | |
| Michael Kors Holdings | 3.5 | $33M | 533k | 62.02 | |
| Health Management Associates | 3.3 | $31M | 2.0M | 15.72 | |
| DISH Network | 3.1 | $30M | 701k | 42.52 | |
| Danaher Corporation (DHR) | 2.7 | $26M | 410k | 63.30 | |
| Liberty Global Inc Com Ser A | 2.7 | $26M | 350k | 73.49 | |
| W.R. Grace & Co. | 2.3 | $22M | 262k | 84.04 | |
| Francescas Hldgs Corp | 1.8 | $17M | 604k | 27.79 | |
| Medivation | 1.7 | $16M | 323k | 49.20 | |
| Intuitive Surgical (ISRG) | 1.6 | $15M | 30k | 506.13 | |
| 1.5 | $14M | 16k | 880.38 | ||
| Time Warner Cable | 1.1 | $11M | 93k | 112.48 | |
| IntercontinentalEx.. | 1.1 | $10M | 57k | 177.75 | |
| Federated Investors (FHI) | 0.7 | $7.0M | 254k | 27.41 | |
| Research In Motion | 0.6 | $6.1M | 585k | 10.46 | |
| Sirius XM Radio | 0.3 | $3.2M | 945k | 3.35 |
