ANTIPODEAN ADVISORS LLC Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 31
New Positions 6
Increased Positions 11
Decreased Positions 20
Positions with Activity 31
Sold Out Positions 14
Total Mkt Value (in $ millions) 554

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

Sector Weighting

Basic Materials
Capital Goods 0.61%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 14.96%
Energy 0%
Financial 0%
Healthcare 34.83%
Services 15.7%
Technology 17.8%
Transportation
Utilities 0%

31 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CONSTELLATION BRANDS INC CL A 82,906 16,074 24.05 531,247
ALPHABET INC CAP STK CL A 64,346 -23,785 (26.99) 90,900
MEDICINES CO COM 62,115 -24,653 (28.41) 1,745,300
TABLEAU SOFTWARE INC CL A 57,746 -5,643 (8.9) 1,116,953
SELECT MED HLDGS CORP COM 55,311 9,874 21.73 4,133,825
WALGREENS BOOTS ALLIANCE INC COM 53,435 -64,851 (54.83) 674,000
ALLERGAN PLC SHS 44,828 44,828 New 207,000
SOLARCITY CORP COM 34,288 29,831 669.31 1,130,879
AMAZON COM INC COM 29,682 29,682 New 45,000
CLOVIS ONCOLOGY INC COM 17,647 -526 (2.9) 1,268,658
GOPRO INC CL A 16,053 15,433 2,491.84 1,270,000
MANITOWOC FOODSERVICE INC COM 8,946 8,946 New 596,000
INSYS THERAPEUTICS INC NEW COM NEW 8,263 8,263 New 570,285
ADEPTUS HEALTH INC CL A 6,512 -5,273 (44.74) 95,595
EXACT SCIENCES CORP COM 4,879 4,879 New 695,007
SEARS HLDGS CORP COM 3,881 2,440 169.32 237,000
MANITOWOC INC COM 3,397 3,397 New 596,000
AETNA INC NEW COM -24,250 Sold Out 0
CHENIERE ENERGY INC COM NEW -17,749 Sold Out 0
COLUMBIA PIPELINE GROUP INC COM -16,858 Sold Out 0