ANTIPODEAN ADVISORS LLC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 27
New Positions 7
Increased Positions 12
Decreased Positions 15
Positions with Activity 27
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,132

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

Sector Weighting

Basic Materials 6.46%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 10.87%
Energy 7.47%
Financial
Healthcare 18.12%
Services 26.16%
Technology 10.51%
Transportation 1.55%
Utilities

27 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VALEANT PHARMACEUTICALS INTL I COM 134,022 -6,888 (4.89) 564,232
WALGREENS BOOTS ALLIANCE INC COM 132,269 -16,512 (11.1) 1,530,000
TABLEAU SOFTWARE INC CL A 111,288 -14,283 (11.38) 981,724
CONSTELLATION BRANDS INC CL A 85,383 -12,893 (13.12) 721,869
CHENIERE ENERGY INC COM NEW 84,540 -12,405 (12.8) 1,124,500
AIR PRODS & CHEMS INC COM 73,091 21,869 42.69 498,000
DOLLAR TREE INC COM 69,673 -9,184 (11.65) 902,736
RESTAURANT BRANDS INTL INC COM 66,914 6,291 10.38 1,679,577
WORKDAY INC CL A 60,270 18,861 45.55 653,834
THORATEC CORP COM NEW 51,835 22,238 75.14 1,152,400
NETFLIX INC COM 40,422 40,422 New 65,000
KRAFT FOODS GROUP INC COM 37,570 37,570 New 442,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 37,283 1,490 4.16 212,642
UNIVERSAL DISPLAY CORP COM 27,211 27,211 New 509,000
PLATFORM SPECIALTY PRODS CORP COM 25,747 -14,922 (36.69) 938,969
PACIRA PHARMACEUTICALS INC COM 19,204 -6,365 (24.89) 247,413
UNITED CONTL HLDGS INC COM 17,503 17,503 New 326,000
IAC INTERACTIVECORP COM PAR $.001 17,082 17,082 New 225,000
NORTHSTAR RLTY FIN CORP COM NEW 16,326 16,326 New 900,000
ILLUMINA INC COM 14,350 -23,780 (62.37) 70,000


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