ANTIPODEAN ADVISORS LLC Information

499 PARK AVENUE, 21ST FLOOR, NEW YORK, New York, 10022, (212) 339-5202

Report Date: 03/31/2016

Position Statistics

Total Positions 26
New Positions 9
Increased Positions 10
Decreased Positions 16
Positions with Activity 26
Sold Out Positions 8
Total Mkt Value (in $ millions) 235

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 19.1%
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 9.3%
Energy
Financial 14.79%
Healthcare 26.12%
Services 17.9%
Technology 9.31%
Transportation
Utilities

26 Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
GRACE W R & CO DEL NEW COM 39,333 39,333 New 517,000
MEDICINES CO COM 25,213 -35,716 (58.62) 722,223
DOLLAR TREE INC COM 22,908 22,908 New 242,000
ISHARES SILVER TRUST ISHARES 22,335 22,335 New 1,183,000
CONSTELLATION BRANDS INC CL A 21,814 -66,048 (75.17) 131,897
CLOVIS ONCOLOGY INC COM 15,411 -3,035 (16.46) 1,059,901
SELECT MED HLDGS CORP COM 15,312 -33,013 (68.31) 1,309,828
FACEBOOK INC CL A 14,232 14,232 New 118,000
SPDR GOLD TRUST GOLD SHS 12,348 12,348 New 97,000
AMERICAN CAPITAL AGENCY CORP COM 8,208 8,208 New 419,000
ALPHABET INC CAP STK CL A 6,412 -62,163 (90.65) 8,500
T MOBILE US INC COM 5,986 5,986 New 134,000
NOVAGOLD RES INC COM NEW 5,480 5,480 New 847,000
INSYS THERAPEUTICS INC NEW COM NEW 5,347 -3,561 (39.98) 342,294
SEARS HLDGS CORP COM 4,890 1,399 40.08 332,000
GOPRO INC CL A 4,524 -9,738 (68.28) 402,858
GCP APPLIED TECHNOLOGIES INC COM 3,641 3,641 New 135,000
SOLARCITY CORP COM 1,188 -28,667 (96.02) 45,000
ADEPTUS HEALTH INC CL A -4,710 Sold Out 0
ALLERGAN PLC SHS -51,303 Sold Out 0


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