ANTIPODEAN ADVISORS LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 41
New Positions 13
Increased Positions 20
Decreased Positions 21
Positions with Activity 41
Sold Out Positions 14
Total Mkt Value (in $ millions) 1,178

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

Sector Weighting

Basic Materials 3.01%
Capital Goods
Conglomerates 0%
Consumer Cyclical 0%
Consumer/Non-Cyclical 15.13%
Energy 12.93%
Financial 0.64%
Healthcare 22.91%
Services 27.47%
Technology 15.63%
Transportation 0%
Utilities

41 Positions as of 12/31/2013

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CONSTELLATION BRANDS INC CL A 90,354 54,682 153.29 1,117,000
DISH NETWORK CORP CL A -43,614 Sold Out 0
FACEBOOK INC CL A 37,408 -41,883 (52.82) 593,500
GOOGLE INC CL A 5,455 5,455 New 10,000
MONDELEZ INTL INC CL A 11,140 11,140 New 318,000
NU SKIN ENTERPRISES INC CL A 25,922 25,922 New 293,000
WORKDAY INC CL A 101,387 8,218 8.82 1,246,000
ZULILY INC CL A 26,664 26,664 New 550,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 97,251 -4,190 (4.13) 766,000
CBS CORP (CLASS B) CL B 27,793 5,857 26.70 465,000
GOOGLE INC CL C 5,348 5,348 New 10,000
AEGERION PHARMACEUTICALS INC COM -12,049 Sold Out 0
ALEXION PHARMACEUTICALS INC COM -17,469 Sold Out 0
AMTRUST FINL SVCS INC COM 7,508 7,508 New 200,000
AUTONATION INC COM -20,778 Sold Out 0
BEST BUY INC COM 15,351 2,102 15.86 626,811
BLACKBERRY LTD COM -4,600 Sold Out 0
BLOCK H & R INC COM 56,119 -15,723 (21.89) 1,980,200
FRANCESCAS HLDGS CORP COM -6,253 Sold Out 0
GRACE W R & CO DEL NEW COM 35,413 -5,885 (14.25) 349,000