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) 222

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

Sector Weighting

Basic Materials 20.02%
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 9.19%
Energy
Financial 13.55%
Healthcare 28.54%
Services 16.17%
Technology 9.42%
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 39,509 39,509 New 517,000
MEDICINES CO COM 26,368 -37,353 (58.62) 722,223
CONSTELLATION BRANDS INC CL A 20,350 -61,616 (75.17) 131,897
ISHARES SILVER TRUST ISHARES 18,443 18,443 New 1,183,000
DOLLAR TREE INC COM 18,286 18,286 New 242,000
SELECT MED HLDGS CORP COM 16,150 -34,820 (68.31) 1,309,828
CLOVIS ONCOLOGY INC COM 15,803 -3,113 (16.46) 1,059,901
FACEBOOK INC CL A 13,684 13,684 New 118,000
SPDR GOLD TRUST GOLD SHS 11,579 11,579 New 97,000
AMERICAN CAPITAL AGENCY CORP COM 8,032 8,032 New 419,000
ALPHABET INC CAP STK CL A 6,097 -59,101 (90.65) 8,500
T MOBILE US INC COM 5,580 5,580 New 134,000
INSYS THERAPEUTICS INC NEW COM NEW 4,905 -3,267 (39.98) 342,294
NOVAGOLD RES INC COM NEW 4,836 4,836 New 847,000
SEARS HLDGS CORP COM 3,924 1,123 40.08 332,000
GOPRO INC CL A 3,730 -8,030 (68.28) 402,858
GCP APPLIED TECHNOLOGIES INC COM 3,154 3,154 New 135,000
SOLARCITY CORP COM 1,082 -26,115 (96.02) 45,000
ADEPTUS HEALTH INC CL A -6,629 Sold Out 0
ALLERGAN PLC SHS -46,681 Sold Out 0