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) 1,168

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

Sector Weighting

Basic Materials 6.08%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 7.42%
Energy 6.64%
Financial
Healthcare 20.09%
Services 27.76%
Technology 9.6%
Transportation 1.57%
Utilities

12 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
THORATEC CORP COM NEW 72,935 31,291 75.14 1,152,400
RESTAURANT BRANDS INTL INC COM 72,625 6,828 10.38 1,679,577
AIR PRODS & CHEMS INC COM 70,970 21,234 42.69 498,000
WORKDAY INC CL A 55,138 17,255 45.55 653,834
NETFLIX INC COM 52,011 52,011 New 455,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 39,522 1,580 4.16 212,642
KRAFT HEINZ CO COM 35,126 35,126 New 442,000
UNIVERSAL DISPLAY CORP COM 24,284 24,284 New 509,000
UNITED CONTL HLDGS INC COM 18,383 18,383 New 326,000
IAC INTERACTIVECORP COM PAR $.001 17,384 17,384 New 225,000
NORTHSTAR RLTY FIN CORP COM NEW 14,400 14,400 New 900,000
GOPRO INC CL A 10,868 10,868 New 175,000