Antipodean Advisors as of Dec. 31, 2010
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 19 positions in its portfolio as reported in the December 2010 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 16.3 | $41M | 1.4M | 28.29 | |
| Mednax (MD) | 11.0 | $28M | 409k | 67.29 | |
| DaVita (DVA) | 10.0 | $25M | 362k | 69.49 | |
| Sherwin-Williams Company (SHW) | 9.2 | $23M | 275k | 83.75 | |
| Estee Lauder Companies (EL) | 9.2 | $23M | 285k | 80.70 | |
| Citi | 8.2 | $21M | 4.4M | 4.73 | |
| Express Scripts | 5.6 | $14M | 259k | 54.05 | |
| Baidu Inc spon adr rep a | 5.2 | $13M | 135k | 96.53 | |
| Intuit (INTU) | 4.6 | $12M | 234k | 49.30 | |
| Amazon (AMZN) | 4.4 | $11M | 61k | 180.00 | |
| Beckman Coulter | 3.8 | $9.6M | 128k | 75.23 | |
| Talecris Biotherapeutics Holdings | 3.6 | $8.9M | 384k | 23.30 | |
| Potash Corp. Of Saskatchewan I | 2.7 | $6.8M | 44k | 154.82 | |
| Nordion | 2.3 | $5.7M | 499k | 11.39 | |
| Community Health Systems (CYH) | 1.8 | $4.6M | 122k | 37.37 | |
| First Niagara Financial | 0.9 | $2.3M | 165k | 13.98 | |
| Cirrus Logic (CRUS) | 0.8 | $1.9M | 120k | 15.98 | |
| Garmin (GRMN) | 0.4 | $1.1M | 35k | 31.00 | |
| Rubicon Technology | 0.1 | $316k | 15k | 21.07 |
