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) 1,131

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 10.66%
Energy 16.52%
Financial 0.92%
Healthcare 16.27%
Services 35.77%
Technology 18.46%
Transportation
Utilities

33 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
AERCAP HOLDINGS NV SHS -91,541 Sold Out 0
HERBALIFE LTD COM USD SHS -50,812 Sold Out 0
CHARTER COMMUNICATIONS INC DEL CL A NEW 77,650 -46,488 (37.45) 479,142
FACEBOOK INC CL A -43,747 Sold Out 0
MEDIVATION INC COM -40,010 Sold Out 0
ENDO INTL PLC SHS 73,993 -33,730 (31.31) 1,110,000
GRACE W R & CO DEL NEW COM -33,445 Sold Out 0
LOWES COS INC COM -31,034 Sold Out 0
PANDORA MEDIA INC COM -30,148 Sold Out 0
WORKDAY INC CL A 74,867 -25,872 (25.68) 926,000
BEST BUY INC COM -19,387 Sold Out 0
NU SKIN ENTERPRISES INC CL A -17,932 Sold Out 0
SIRIUS XM HLDGS INC COM -12,580 Sold Out 0
MONDELEZ INTL INC CL A -12,087 Sold Out 0
MYRIAD GENETICS INC COM -10,633 Sold Out 0
CHENIERE ENERGY INC COM NEW 186,820 -9,531 (4.85) 2,509,000
VALEANT PHARMACEUTICALS INTL I COM 105,541 -9,154 (7.98) 853,200
AMTRUST FINL SVCS INC COM -8,612 Sold Out 0
ZULILY INC CL A 12,783 -6,406 (33.39) 366,383
GOOGLE INC CL A -5,940 Sold Out 0