Antipodean Advisors as of Dec. 31, 2016
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 20 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lifelock | 28.5 | $71M | 3.0M | 23.92 | |
| Bank of America Corporation (BAC) | 14.3 | $36M | 1.6M | 22.10 | |
| SLM Corporation (SLM) | 7.8 | $19M | 1.8M | 11.02 | |
| Metropcs Communications (TMUS) | 6.4 | $16M | 279k | 57.51 | |
| Godaddy Inc cl a (GDDY) | 6.0 | $15M | 431k | 34.95 | |
| Select Medical Holdings Corporation (SEM) | 5.0 | $13M | 942k | 13.25 | |
| Amazon (AMZN) | 4.9 | $12M | 17k | 749.85 | |
| Bio-Rad Laboratories (BIO) | 3.9 | $9.7M | 53k | 182.28 | |
| Facebook Inc cl a (META) | 3.7 | $9.2M | 80k | 115.05 | |
| Fiesta Restaurant | 3.3 | $8.1M | 273k | 29.85 | |
| Medicines Company | 3.2 | $7.9M | 232k | 33.94 | |
| W.R. Grace & Co. | 2.8 | $7.0M | 104k | 67.64 | |
| Dollar Tree (DLTR) | 2.7 | $6.6M | 86k | 77.17 | |
| Constellation Brands (STZ) | 2.5 | $6.1M | 40k | 153.31 | |
| Novagold Resources Inc Cad (NG) | 1.6 | $3.9M | 858k | 4.56 | |
| EXACT Sciences Corporation (EXAS) | 1.4 | $3.4M | 252k | 13.36 | |
| Walt Disney Company (DIS) | 1.2 | $3.0M | 29k | 104.23 | |
| Intrexon | 0.6 | $1.4M | 58k | 24.29 | |
| Sears Holdings Corporation | 0.2 | $627k | 68k | 9.29 | |
| Zto Express Cayman (ZTO) | 0.2 | $543k | 45k | 12.07 |
