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) 1,132

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

Sector Weighting

Basic Materials 6.46%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 10.87%
Energy 7.47%
Financial
Healthcare 18.12%
Services 26.16%
Technology 10.51%
Transportation 1.55%
Utilities

27 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ALIBABA GROUP HLDG LTD SPONSORED ADS -26,489 Sold Out 0
AMERICAN AIRLS GROUP INC COM -62,424 Sold Out 0
DISH NETWORK CORP CL A -29,942 Sold Out 0
KLX INC COM -11,231 Sold Out 0
MICRON TECHNOLOGY INC COM -22,739 Sold Out 0
SANDISK CORP COM -24,325 Sold Out 0
ILLUMINA INC COM 14,350 -23,780 (62.37) 70,000
PLATFORM SPECIALTY PRODS CORP COM 25,747 -14,922 (36.69) 938,969
PACIRA PHARMACEUTICALS INC COM 19,204 -6,365 (24.89) 247,413
CONSTELLATION BRANDS INC CL A 85,383 -12,893 (13.12) 721,869
CHENIERE ENERGY INC COM NEW 84,540 -12,405 (12.8) 1,124,500
DOLLAR TREE INC COM 69,673 -9,184 (11.65) 902,736
TABLEAU SOFTWARE INC CL A 111,288 -14,283 (11.38) 981,724
WALGREENS BOOTS ALLIANCE INC COM 132,269 -16,512 (11.1) 1,530,000
VALEANT PHARMACEUTICALS INTL I COM 134,022 -6,888 (4.89) 564,232
GOPRO INC CL A 9,527 9,527 New 175,000
IAC INTERACTIVECORP COM PAR $.001 17,082 17,082 New 225,000
KRAFT FOODS GROUP INC COM 37,570 37,570 New 442,000
NETFLIX INC COM 40,422 40,422 New 65,000
NORTHSTAR RLTY FIN CORP COM NEW 16,326 16,326 New 900,000