Antipodean Advisors as of June 30, 2014
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 21 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cheniere Energy Com New (LNG) | 12.9 | $173M | 2.4M | 71.70 | |
| Valeant Pharmaceuticals Int | 11.0 | $147M | 1.2M | 126.12 | |
| Walgreen Company | 10.8 | $144M | 1.9M | 74.13 | |
| Workday Cl A (WDAY) | 7.9 | $106M | 1.2M | 89.86 | |
| Constellation Brands Cl A (STZ) | 7.8 | $104M | 1.2M | 88.13 | |
| SanDisk Corporation | 7.7 | $103M | 984k | 104.43 | |
| Micron Technology (MU) | 7.1 | $95M | 2.9M | 32.95 | |
| Charter Communications Inc D Cl A New | 6.7 | $89M | 563k | 158.38 | |
| Endo Intl SHS (ENDPQ) | 5.5 | $74M | 1.1M | 70.02 | |
| Illumina (ILMN) | 5.5 | $74M | 412k | 178.54 | |
| Ralph Lauren Corp Cl A (RL) | 3.6 | $48M | 301k | 160.69 | |
| H&R Block (HRB) | 2.8 | $37M | 1.1M | 33.52 | |
| Netflix (NFLX) | 2.4 | $32M | 72k | 440.60 | |
| Northstar Realty Finance | 2.3 | $30M | 1.7M | 17.38 | |
| Tableau Software Cl A | 1.9 | $25M | 352k | 71.33 | |
| Mondelez Intl Cl A (MDLZ) | 1.5 | $20M | 530k | 37.61 | |
| Astrazeneca Sponsored Adr (AZN) | 1.5 | $20M | 266k | 74.31 | |
| Rite Aid Corporation | 0.8 | $11M | 1.5M | 7.17 | |
| Sears Holdings Corporation | 0.4 | $5.3M | 132k | 39.96 | |
| Castlight Health CL B | 0.1 | $1.2M | 76k | 15.20 | |
| Sodastream International Usd Shs | 0.1 | $1.1M | 33k | 33.61 |
