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 6.55%
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 11.01%
Energy 7.38%
Financial
Healthcare 18.3%
Services 26.35%
Technology 9.92%
Transportation 1.62%
Utilities

27 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CONSTELLATION BRANDS INC CL A 86,639 -13,082 (13.12) 721,869
DISH NETWORK CORP CL A -31,046 Sold Out 0
GOPRO INC CL A 10,220 10,220 New 175,000
TABLEAU SOFTWARE INC CL A 110,837 -14,225 (11.38) 981,724
WORKDAY INC CL A 52,176 16,328 45.55 653,834
CHARTER COMMUNICATIONS INC DEL CL A NEW 37,491 1,499 4.16 212,642
AIR PRODS & CHEMS INC COM 73,779 22,074 42.69 498,000
AMERICAN AIRLS GROUP INC COM -64,130 Sold Out 0
DOLLAR TREE INC COM 70,134 -9,245 (11.65) 902,736
ILLUMINA INC COM 14,363 -23,802 (62.37) 70,000
KLX INC COM -11,124 Sold Out 0
KRAFT FOODS GROUP INC COM 37,274 37,274 New 442,000
MICRON TECHNOLOGY INC COM -23,121 Sold Out 0
NETFLIX INC COM 40,554 40,554 New 65,000
PACIRA PHARMACEUTICALS INC COM 19,400 -6,430 (24.89) 247,413
PLATFORM SPECIALTY PRODS CORP COM 26,085 -15,118 (36.69) 938,969
RESTAURANT BRANDS INTL INC COM 65,168 6,127 10.38 1,679,577
SANDISK CORP COM -24,321 Sold Out 0
UNITED CONTL HLDGS INC COM 18,240 18,240 New 326,000
UNIVERSAL DISPLAY CORP COM 27,980 27,980 New 509,000


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