Antipodean Advisors as of Dec. 31, 2014
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 22 positions in its portfolio as reported in the December 2014 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Walgreen Boots Alliance (WBA) | 11.7 | $131M | 1.7M | 76.20 | |
| Tableau Software Inc Cl A | 8.4 | $94M | 1.1M | 84.76 | |
| Cheniere Energy (LNG) | 8.1 | $91M | 1.3M | 70.40 | |
| Valeant Pharmaceuticals Int | 7.6 | $85M | 593k | 143.11 | |
| Constellation Brands (STZ) | 7.3 | $82M | 831k | 98.17 | |
| American Airls (AAL) | 7.0 | $79M | 1.5M | 53.63 | |
| Dollar Tree (DLTR) | 6.4 | $72M | 1.0M | 70.38 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 5.3 | $59M | 1.5M | 39.04 | |
| Air Products & Chemicals (APD) | 4.5 | $50M | 349k | 144.23 | |
| Workday Inc cl a (WDAY) | 3.3 | $37M | 449k | 81.61 | |
| SanDisk Corporation | 3.2 | $36M | 363k | 97.98 | |
| Platform Specialty Prods Cor | 3.1 | $34M | 1.5M | 23.22 | |
| Illumina (ILMN) | 3.1 | $34M | 186k | 184.58 | |
| Charter Communications | 3.0 | $34M | 204k | 166.62 | |
| DISH Network | 2.8 | $32M | 433k | 72.89 | |
| Alibaba Group Holding (BABA) | 2.6 | $30M | 284k | 103.94 | |
| Micron Technology (MU) | 2.6 | $29M | 832k | 35.01 | |
| Pacira Pharmaceuticals (PCRX) | 2.6 | $29M | 329k | 88.66 | |
| Mobileye | 2.5 | $28M | 700k | 40.56 | |
| Thoratec Corporation | 1.9 | $21M | 658k | 32.46 | |
| Sears Holdings Corporation | 1.9 | $21M | 630k | 32.98 | |
| Klx Inc Com $0.01 | 0.9 | $10M | 253k | 41.25 |
