Antipodean Advisors as of Sept. 30, 2015
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 25 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Walgreen Boots Alliance | 14.1 | $124M | 1.5M | 83.10 | |
| Clovis Oncology | 13.7 | $120M | 1.3M | 91.96 | |
| Tableau Software Cl A | 11.1 | $98M | 1.2M | 79.78 | |
| Medicines Company | 10.5 | $93M | 2.4M | 37.96 | |
| Google Cl A | 9.1 | $80M | 125k | 638.37 | |
| Constellation Brands Cl A (STZ) | 6.1 | $54M | 428k | 125.21 | |
| Dollar Tree (DLTR) | 5.5 | $48M | 725k | 66.66 | |
| Iac Interactivecorp Com Par $.001 | 5.0 | $44M | 673k | 65.27 | |
| Select Medical Holdings Corporation (SEM) | 4.2 | $37M | 3.4M | 10.79 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 3.9 | $35M | 964k | 35.92 | |
| Mobileye N V Amstelveen Ord Shs | 3.3 | $29M | 634k | 45.48 | |
| Aetna | 2.7 | $24M | 216k | 109.41 | |
| Cheniere Energy Com New (LNG) | 2.5 | $22M | 457k | 48.30 | |
| Adeptus Health Cl A | 1.6 | $14M | 173k | 80.76 | |
| NiSource (NI) | 1.4 | $12M | 658k | 18.55 | |
| Columbia Pipeline | 1.4 | $12M | 658k | 18.29 | |
| Seritage Growth Pptys Cl A Added (SRG) | 1.1 | $9.7M | 260k | 37.25 | |
| Solarcity | 0.7 | $6.3M | 147k | 42.71 | |
| Knowles (KN) | 0.5 | $4.7M | 253k | 18.43 | |
| Tidewater | 0.5 | $4.3M | 324k | 13.14 | |
| Freshpet (FRPT) | 0.5 | $4.1M | 387k | 10.50 | |
| Sears Holdings Corporation | 0.2 | $2.0M | 88k | 22.60 | |
| World Acceptance (WRLD) | 0.2 | $1.6M | 60k | 26.84 | |
| Gopro Cl A (GPRO) | 0.2 | $1.5M | 49k | 31.22 | |
| MannKind Corporation | 0.0 | $61k | 19k | 3.21 |
