Antipodean Advisors

Antipodean Advisors as of March 31, 2011

Portfolio Holdings for Antipodean Advisors

Antipodean Advisors holds 17 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Valeant Pharmaceuticals Int 25.8 $83M 1.7M 49.81
DaVita (DVA) 13.0 $42M 486k 85.51
Estee Lauder Companies (EL) 9.6 $31M 319k 96.36
Mednax (MD) 8.6 $28M 414k 66.61
Express Scripts 8.5 $27M 489k 55.61
Baidu (BIDU) 5.4 $17M 125k 137.81
priceline.com Incorporated 5.3 $17M 34k 506.45
Citi 5.2 $17M 3.8M 4.42
MetLife (MET) 3.6 $12M 258k 44.73
Talecris Biotherapeutics Holdings 3.2 $10M 388k 26.80
Sherwin-Williams Company (SHW) 3.2 $10M 124k 83.99
Las Vegas Sands (LVS) 3.2 $10M 240k 42.22
Nordion 2.6 $8.3M 699k 11.82
Rubicon Technology 1.1 $3.5M 127k 27.68
Bankunited (BKU) 0.9 $2.9M 100k 28.71
Healthways 0.7 $2.1M 135k 15.37
Nxp Semiconductors N V (NXPI) 0.2 $599k 20k 29.95