ANTIPODEAN ADVISORS LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 33
New Positions 6
Increased Positions 10
Decreased Positions 23
Positions with Activity 33
Sold Out Positions 15
Total Mkt Value (in $ millions) 1,136

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

Sector Weighting

Basic Materials 0%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 11.11%
Energy 15.97%
Financial 0.93%
Healthcare 16.11%
Services 36.31%
Technology 18.18%
Transportation
Utilities

23 DECREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHENIERE ENERGY INC COM NEW 181,401 -9,254 (4.85) 2,509,000
VALEANT PHARMACEUTICALS INTL I COM 103,186 -8,950 (7.98) 853,200
CHARTER COMMUNICATIONS INC DEL CL A NEW 77,693 -46,514 (37.45) 479,142
WORKDAY INC CL A 75,867 -26,218 (25.68) 926,000
ENDO INTL PLC SHS 74,648 -34,029 (31.31) 1,110,000
BLOCK H & R INC COM 60,707 -4,442 (6.82) 1,845,200
CBS CORP (CLASS B) CL B 25,188 -4,539 (15.27) 394,000
ZULILY INC CL A 12,996 -6,513 (33.39) 366,383
AERCAP HOLDINGS NV SHS -93,496 Sold Out 0
AMTRUST FINL SVCS INC COM -8,260 Sold Out 0
BEST BUY INC COM -19,738 Sold Out 0
FACEBOOK INC CL A -38,560 Sold Out 0
GOOGLE INC CL C -5,761 Sold Out 0
GOOGLE INC CL A -5,834 Sold Out 0
GRACE W R & CO DEL NEW COM -32,593 Sold Out 0
HERBALIFE LTD COM USD SHS -57,230 Sold Out 0
LOWES COS INC COM -30,918 Sold Out 0
MEDIVATION INC COM -40,079 Sold Out 0
MONDELEZ INTL INC CL A -12,087 Sold Out 0
MYRIAD GENETICS INC COM -10,820 Sold Out 0


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