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 | 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 |
