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 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 |
