Antipodean Advisors

Antipodean Advisors as of March 31, 2015

Portfolio Holdings for Antipodean Advisors

Antipodean Advisors holds 21 positions in its portfolio as reported in the March 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Walgreen Boots Alliance (WBA) 12.1 $130M 1.5M 84.68
Valeant Pharmaceuticals Int 10.5 $112M 564k 198.62
Tableau Software Inc Cl A 8.5 $91M 982k 92.52
Cheniere Energy (LNG) 8.1 $87M 1.1M 77.40
Constellation Brands (STZ) 7.8 $84M 722k 116.21
Air Products & Chemicals (APD) 7.0 $75M 498k 151.28
Dollar Tree (DLTR) 6.8 $73M 903k 81.15
Restaurant Brands Intl Inc Com equity / large cap (QSR) 6.0 $65M 1.7M 38.41
Workday Inc cl a (WDAY) 5.2 $55M 654k 84.41
Thoratec Corporation 4.5 $48M 1.2M 41.89
Charter Communications 3.8 $41M 213k 193.11
Kraft Foods 3.6 $39M 442k 87.12
Netflix (NFLX) 2.5 $27M 65k 416.69
Platform Specialty Prods Cor 2.2 $24M 939k 25.66
Universal Display Corporation (OLED) 2.2 $24M 509k 46.75
Hldgs (UAL) 2.0 $22M 326k 67.25
Pacira Pharmaceuticals (PCRX) 2.0 $22M 247k 88.85
Northstar Rlty Fin 1.5 $16M 900k 18.12
IAC/InterActive 1.4 $15M 225k 67.47
Illumina (ILMN) 1.2 $13M 70k 185.64
Gopro (GPRO) 0.7 $7.6M 175k 43.41