ANTIPODEAN ADVISORS LLC Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 26
New Positions 9
Increased Positions 10
Decreased Positions 16
Positions with Activity 26
Sold Out Positions 8
Total Mkt Value (in $ millions) 222

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

Sector Weighting

Basic Materials 20.02%
Capital Goods 0%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 9.19%
Energy
Financial 13.55%
Healthcare 28.54%
Services 16.17%
Technology 9.42%
Transportation
Utilities

26 Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
CONSTELLATION BRANDS INC CL A 20,350 -61,616 (75.17) 131,897
ALPHABET INC CAP STK CL A 6,097 -59,101 (90.65) 8,500
TABLEAU SOFTWARE INC CL A -54,720 Sold Out 0
WALGREENS BOOTS ALLIANCE INC COM -51,581 Sold Out 0
ALLERGAN PLC SHS -46,681 Sold Out 0
MEDICINES CO COM 26,368 -37,353 (58.62) 722,223
SELECT MED HLDGS CORP COM 16,150 -34,820 (68.31) 1,309,828
AMAZON COM INC COM -31,354 Sold Out 0
SOLARCITY CORP COM 1,082 -26,115 (96.02) 45,000
MANITOWOC FOODSERVICE INC COM -9,321 Sold Out 0
GOPRO INC CL A 3,730 -8,030 (68.28) 402,858
ADEPTUS HEALTH INC CL A -6,629 Sold Out 0
EXACT SCIENCES CORP COM -3,920 Sold Out 0
MANITOWOC INC COM -3,326 Sold Out 0
INSYS THERAPEUTICS INC NEW COM NEW 4,905 -3,267 (39.98) 342,294
CLOVIS ONCOLOGY INC COM 15,803 -3,113 (16.46) 1,059,901
SEARS HLDGS CORP COM 3,924 1,123 40.08 332,000
GCP APPLIED TECHNOLOGIES INC COM 3,154 3,154 New 135,000
NOVAGOLD RES INC COM NEW 4,836 4,836 New 847,000
T MOBILE US INC COM 5,580 5,580 New 134,000