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 (WBA) | 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 |
