ANTIPODEAN ADVISORS LLC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 31
New Positions 10
Increased Positions 13
Decreased Positions 18
Positions with Activity 31
Sold Out Positions 6
Total Mkt Value (in $ millions) 1,083

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

Sector Weighting

Basic Materials 4.8%
Capital Goods 0%
Conglomerates
Consumer Cyclical 2.37%
Consumer/Non-Cyclical 6.46%
Energy 15.79%
Financial
Healthcare 11.76%
Services 31.18%
Technology 19.91%
Transportation
Utilities

18 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHENIERE ENERGY INC COM NEW 161,996 -14,029 (7.97) 2,217,000
WALGREEN CO COM 125,089 -23,473 (15.8) 1,636,000
VALEANT PHARMACEUTICALS INTL I COM 91,745 -73,084 (44.34) 648,561
MICRON TECHNOLOGY INC COM 70,000 -30,415 (30.29) 2,000,000
CONSTELLATION BRANDS INC CL A 69,958 -48,371 (40.88) 700,000
SANDISK CORP COM 58,861 -40,828 (40.96) 581,000
ILLUMINA INC COM 45,262 -32,182 (41.56) 240,500
WORKDAY INC CL A 41,564 -58,621 (58.51) 489,224
CHARTER COMMUNICATIONS INC DEL CL A NEW 30,126 -64,577 (68.19) 179,142
RALPH LAUREN CORP CL A 25,627 -30,094 (54.01) 138,437
NETFLIX INC COM 23,633 -850 (3.47) 69,500
CASTLIGHT HEALTH INC CL B 342 -586 (63.16) 28,000
ASTRAZENECA PLC SPONSORED ADR -18,862 Sold Out 0
ENDO INTL PLC SHS -77,257 Sold Out 0
MONDELEZ INTL INC CL A -20,013 Sold Out 0
NORTHSTAR RLTY FIN CORP COM -30,172 Sold Out 0
RITE AID CORP COM -11,278 Sold Out 0
SODASTREAM INTERNATIONAL LTD USD SHS -693 Sold Out 0


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