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 |
