Antipodean Advisors as of Sept. 30, 2014
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 26 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Cheniere Energy Com New (LNG) | 17.3 | $177M | 2.2M | 80.03 | |
| Walgreen Company | 9.5 | $97M | 1.6M | 59.27 | |
| Valeant Pharmaceuticals Int | 8.3 | $85M | 649k | 131.20 | |
| Micron Technology (MU) | 6.7 | $69M | 2.0M | 34.26 | |
| Constellation Brands Cl A (STZ) | 5.9 | $61M | 700k | 87.16 | |
| SanDisk Corporation | 5.5 | $57M | 581k | 97.95 | |
| Air Products & Chemicals (APD) | 4.4 | $45M | 349k | 130.18 | |
| H&R Block (HRB) | 4.2 | $43M | 1.4M | 31.01 | |
| Workday Cl A (WDAY) | 3.9 | $40M | 489k | 82.50 | |
| Illumina (ILMN) | 3.8 | $39M | 241k | 163.92 | |
| Dollar General (DG) | 3.7 | $38M | 619k | 61.11 | |
| Tableau Software Cl A | 3.4 | $35M | 479k | 72.65 | |
| Dollar Tree (DLTR) | 3.1 | $31M | 561k | 56.07 | |
| Netflix (NFLX) | 3.1 | $31M | 70k | 451.18 | |
| Charter Communications Inc D Cl A New | 2.6 | $27M | 179k | 151.37 | |
| Ralph Lauren Corp Cl A (RL) | 2.2 | $23M | 138k | 164.73 | |
| Gt Solar Int'l Put Option | 2.1 | $22M | 2.0M | 10.83 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.7 | $18M | 201k | 88.85 | |
| Burger King Worldwide | 1.6 | $17M | 565k | 29.66 | |
| Northstar Asset Management C | 1.6 | $16M | 868k | 18.42 | |
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 1.2 | $13M | 338k | 36.99 | |
| Hca Holdings (HCA) | 1.1 | $11M | 161k | 70.52 | |
| Auxilium Pharmaceuticals | 1.1 | $11M | 377k | 29.85 | |
| Pacira Pharmaceuticals (PCRX) | 1.1 | $11M | 112k | 96.92 | |
| Sears Holdings Corporation | 0.8 | $7.8M | 308k | 25.23 | |
| Castlight Health CL B | 0.0 | $362k | 28k | 12.93 |
