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 |
