ANTIPODEAN ADVISORS LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 28
New Positions 10
Increased Positions 13
Decreased Positions 14
Positions with Activity 27
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,290

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

Sector Weighting

Basic Materials
Capital Goods 0.08%
Conglomerates
Consumer Cyclical 3.96%
Consumer/Non-Cyclical 9.46%
Energy 15%
Financial 0%
Healthcare 17.45%
Services 24.56%
Technology 27.45%
Transportation
Utilities

10 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SANDISK CORP COM 97,200 97,200 New 984,000
MICRON TECHNOLOGY INC COM 87,791 87,791 New 2,869,000
RALPH LAUREN CORP CL A 51,122 51,122 New 301,000
NETFLIX INC COM 31,880 31,880 New 72,000
TABLEAU SOFTWARE INC CL A 25,369 25,369 New 352,000
ASTRAZENECA PLC SPONSORED ADR 19,862 19,862 New 266,000
MONDELEZ INTL INC CL A 18,566 18,566 New 530,000
RITE AID CORP COM 7,777 7,777 New 1,522,000
SODASTREAM INTERNATIONAL LTD USD SHS 998 998 New 33,000
CASTLIGHT HEALTH INC CL B 920 920 New 76,000