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 |
