Antipodean Advisors as of March 31, 2014
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 17 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cheniere Energy (LNG) | 13.0 | $139M | 2.5M | 55.35 | |
| Walgreen Company | 12.0 | $128M | 1.9M | 66.03 | |
| Constellation Brands (STZ) | 11.1 | $119M | 1.4M | 84.97 | |
| Valeant Pharmaceuticals Int | 10.5 | $113M | 853k | 131.83 | |
| Workday Inc cl a (WDAY) | 7.9 | $85M | 926k | 91.43 | |
| Endo International | 7.1 | $76M | 1.1M | 68.65 | |
| Northstar Realty Finance | 6.2 | $67M | 4.1M | 16.14 | |
| Illumina (ILMN) | 6.0 | $64M | 431k | 148.66 | |
| Linkedin Corp | 6.0 | $64M | 345k | 184.94 | |
| Charter Communications | 5.5 | $59M | 479k | 123.20 | |
| H&R Block (HRB) | 5.2 | $56M | 1.8M | 30.19 | |
| J.C. Penney Company | 2.5 | $27M | 3.2M | 8.62 | |
| CBS Corporation | 2.3 | $24M | 394k | 61.80 | |
| Zulily Inc cl a | 1.7 | $18M | 366k | 50.19 | |
| Sears Holdings Corporation | 1.3 | $14M | 285k | 47.76 | |
| BofI Holding | 1.1 | $12M | 140k | 85.75 | |
| Unilife US | 0.7 | $7.3M | 1.8M | 4.07 |
