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 |
