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) 1,126

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

Sector Weighting

Basic Materials 6.52%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 10.99%
Energy 7.5%
Financial
Healthcare 18.43%
Services 26.29%
Technology 9.89%
Transportation 1.63%
Utilities

27 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
AMERICAN AIRLS GROUP INC COM -64,724 Sold Out 0
DISH NETWORK CORP CL A -31,206 Sold Out 0
ALIBABA GROUP HLDG LTD SPONSORED ADS -25,782 Sold Out 0
SANDISK CORP COM -24,742 Sold Out 0
ILLUMINA INC COM 14,381 -23,831 (62.37) 70,000
MICRON TECHNOLOGY INC COM -23,645 Sold Out 0
WALGREENS BOOTS ALLIANCE INC COM 131,549 -16,422 (11.1) 1,530,000
PLATFORM SPECIALTY PRODS CORP COM 25,596 -14,835 (36.69) 938,969
TABLEAU SOFTWARE INC CL A 110,837 -14,225 (11.38) 981,724
CONSTELLATION BRANDS INC CL A 86,509 -13,063 (13.12) 721,869
CHENIERE ENERGY INC COM NEW 84,405 -12,385 (12.8) 1,124,500
KLX INC COM -11,122 Sold Out 0
DOLLAR TREE INC COM 69,493 -9,161 (11.65) 902,736
VALEANT PHARMACEUTICALS INTL I COM 135,055 -6,941 (4.89) 564,232
PACIRA PHARMACEUTICALS INC COM 19,749 -6,545 (24.89) 247,413
CHARTER COMMUNICATIONS INC DEL CL A NEW 38,095 1,523 4.16 212,642
RESTAURANT BRANDS INTL INC COM 64,529 6,067 10.38 1,679,577
GOPRO INC CL A 10,241 10,241 New 175,000
WORKDAY INC CL A 51,712 16,183 45.55 653,834
NORTHSTAR RLTY FIN CORP COM NEW 16,479 16,479 New 900,000


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