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 |
