Antipodean Advisors as of June 30, 2015
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 26 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Walgreen Boots Alliance | 12.0 | $116M | 1.4M | 84.44 | |
| Tableau Software Cl A | 10.7 | $103M | 894k | 115.30 | |
| Valeant Pharmaceuticals Int | 9.5 | $92M | 413k | 222.15 | |
| Cheniere Energy Com New (LNG) | 8.8 | $85M | 1.2M | 69.26 | |
| Constellation Brands Cl A (STZ) | 8.1 | $79M | 677k | 116.02 | |
| Dollar Tree (DLTR) | 5.9 | $57M | 720k | 78.99 | |
| Iac Interactivecorp Com Par $.001 | 5.7 | $55M | 686k | 79.66 | |
| Select Medical Holdings Corporation (SEM) | 5.2 | $51M | 3.1M | 16.20 | |
| Netflix (NFLX) | 4.7 | $45M | 69k | 656.93 | |
| Humana (HUM) | 3.6 | $35M | 184k | 191.28 | |
| Aetna | 3.3 | $32M | 248k | 127.46 | |
| NiSource (NI) | 3.1 | $30M | 658k | 45.59 | |
| Avago Technologies SHS | 2.9 | $28M | 213k | 132.93 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.7 | $27M | 693k | 38.21 | |
| JD Spon Adr Cl A (JD) | 2.3 | $22M | 655k | 34.10 | |
| Charter Communications Inc D Cl A New | 2.2 | $22M | 127k | 171.25 | |
| Abbvie (ABBV) | 2.2 | $21M | 317k | 67.19 | |
| Air Products & Chemicals (APD) | 2.1 | $20M | 149k | 136.83 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 1.7 | $16M | 133k | 120.67 | |
| Tidewater | 0.9 | $8.5M | 372k | 22.73 | |
| MannKind Corporation | 0.7 | $6.5M | 1.1M | 5.69 | |
| Freshpet (FRPT) | 0.5 | $5.2M | 277k | 18.60 | |
| Knowles (KN) | 0.3 | $3.3M | 182k | 18.10 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $3.1M | 37k | 82.27 | |
| Retrophin | 0.3 | $2.8M | 84k | 33.15 | |
| Box Cl A (BOX) | 0.2 | $1.5M | 78k | 18.64 |
