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 | 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 |
