Antipodean Advisors as of June 30, 2011
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 18 positions in its portfolio as reported in the June 2011 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 25.5 | $86M | 1.7M | 51.96 | |
| Estee Lauder Companies (EL) | 9.9 | $34M | 319k | 105.19 | |
| DaVita (DVA) | 9.1 | $31M | 356k | 86.61 | |
| Mednax (MD) | 8.8 | $30M | 414k | 72.19 | |
| Biogen Idec (BIIB) | 7.9 | $27M | 251k | 106.92 | |
| Humana (HUM) | 7.0 | $24M | 295k | 80.54 | |
| Baidu (BIDU) | 6.4 | $22M | 154k | 140.13 | |
| Citigroup (C) | 5.1 | $17M | 416k | 41.64 | |
| Arcos Dorados Holdings (ARCO) | 4.3 | $14M | 685k | 21.09 | |
| Sherwin-Williams Company (SHW) | 3.1 | $10M | 124k | 83.87 | |
| Nordion | 2.9 | $9.7M | 884k | 10.95 | |
| Entropic Communications | 2.6 | $8.7M | 975k | 8.89 | |
| Carter's (CRI) | 2.3 | $7.7M | 250k | 30.76 | |
| Oncothyreon | 1.8 | $6.1M | 660k | 9.19 | |
| Grifols S A | 1.3 | $4.5M | 600k | 7.51 | |
| Express Scripts | 1.1 | $3.6M | 66k | 53.98 | |
| Zagg | 0.5 | $1.8M | 135k | 13.40 | |
| Rubicon Technology | 0.5 | $1.7M | 100k | 16.86 |
