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 | 12.1 | $130M | 1.5M | 84.68 | |
| Valeant Pharmaceuticals Int | 10.5 | $112M | 564k | 198.62 | |
| Tableau Software Cl A | 8.5 | $91M | 982k | 92.52 | |
| Cheniere Energy Com New (LNG) | 8.1 | $87M | 1.1M | 77.40 | |
| Constellation Brands Cl A (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 Cl A (WDAY) | 5.2 | $55M | 654k | 84.41 | |
| Thoratec Corp Com New Put Option | 4.5 | $48M | 1.2M | 41.89 | |
| Charter Communications Inc D Cl A New | 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 | 2.3 | $24M | 939k | 25.66 | |
| Universal Display Corporation (OLED) | 2.2 | $24M | 509k | 46.75 | |
| Pacira Pharmaceuticals (PCRX) | 2.1 | $22M | 247k | 88.85 | |
| Hldgs (UAL) | 2.0 | $22M | 326k | 67.25 | |
| Northstar Rlty Fin Corp Com New | 1.5 | $16M | 900k | 18.12 | |
| Iac Interactivecorp Com Par $.001 | 1.4 | $15M | 225k | 67.47 | |
| Illumina (ILMN) | 1.2 | $13M | 70k | 185.64 | |
| Gopro Cl A (GPRO) | 0.7 | $7.6M | 175k | 43.41 |
