ANTIPODEAN ADVISORS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 31
New Positions 6
Increased Positions 13
Decreased Positions 17
Positions with Activity 30
Sold Out Positions 11
Total Mkt Value (in $ millions) 1,163

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

Sector Weighting

Basic Materials 4.65%
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 8.18%
Energy 8.7%
Financial
Healthcare 15.35%
Services 25.3%
Technology 10.95%
Transportation
Utilities

31 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
WALGREENS BOOTS ALLIANCE INC COM 142,877 7,057 5.20 1,721,000
VALEANT PHARMACEUTICALS INTL I COM 120,515 -11,240 (8.53) 593,232
TABLEAU SOFTWARE INC CL A 102,032 57,912 131.26 1,107,724
CHENIERE ENERGY INC COM NEW 101,135 -72,744 (41.84) 1,289,500
CONSTELLATION BRANDS INC CL A 95,076 14,975 18.70 830,869
DOLLAR TREE INC COM 80,554 36,345 82.21 1,021,736
AMERICAN AIRLS GROUP INC COM 71,712 71,712 New 1,465,000
RESTAURANT BRANDS INTL INC COM 64,732 64,732 New 1,521,677
AIR PRODS & CHEMS INC COM 54,004 New 349,000
PLATFORM SPECIALTY PRODS CORP COM 39,452 39,452 New 1,483,169
CHARTER COMMUNICATIONS INC DEL CL A NEW 37,917 4,644 13.96 204,142
WORKDAY INC CL A 37,124 -3,306 (8.18) 449,224
ILLUMINA INC COM 35,838 -10,501 (22.66) 186,000
DISH NETWORK CORP CL A 32,735 32,735 New 433,000
PACIRA PHARMACEUTICALS INC COM 31,423 20,700 193.04 329,413
SANDISK CORP COM 29,982 -18,055 (37.59) 362,622
THORATEC CORP COM NEW 26,471 26,471 New 658,000
MICRON TECHNOLOGY INC COM 24,348 -34,182 (58.4) 832,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 24,279 7,096 41.29 284,000
KLX INC COM 10,353 10,353 New 253,000


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