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 (WBA) | 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 |
