ANTIPODEAN ADVISORS LLC Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 31
New Positions 6
Increased Positions 11
Decreased Positions 20
Positions with Activity 31
Sold Out Positions 14
Total Mkt Value (in $ millions) 554

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

Sector Weighting

Basic Materials
Capital Goods 0.61%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 14.96%
Energy 0%
Financial 0%
Healthcare 34.83%
Services 15.7%
Technology 17.8%
Transportation
Utilities 0%

31 Positions as of 12/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALPHABET INC CAP STK CL A 64,346 -23,785 (26.99) 90,900
ADEPTUS HEALTH INC CL A 6,512 -5,273 (44.74) 95,595
CONSTELLATION BRANDS INC CL A 82,906 16,074 24.05 531,247
GOPRO INC CL A 16,053 15,433 2,491.84 1,270,000
SERITAGE GROWTH PPTYS CL A -13,898 Sold Out 0
TABLEAU SOFTWARE INC CL A 57,746 -5,643 (8.9) 1,116,953
AETNA INC NEW COM -24,250 Sold Out 0
AMAZON COM INC COM 29,682 29,682 New 45,000
CLOVIS ONCOLOGY INC COM 17,647 -526 (2.9) 1,268,658
COLUMBIA PIPELINE GROUP INC COM -16,858 Sold Out 0
DOLLAR TREE INC COM -57,793 Sold Out 0
EXACT SCIENCES CORP COM 4,879 4,879 New 695,007
FRESHPET INC COM -3,204 Sold Out 0
IAC INTERACTIVECORP COM -31,187 Sold Out 0
KNOWLES CORP COM -3,385 Sold Out 0
MANITOWOC FOODSERVICE INC COM 8,946 8,946 New 596,000
MANITOWOC INC COM 3,397 3,397 New 596,000
MANNKIND CORP COM -26 Sold Out 0
MEDICINES CO COM 62,115 -24,653 (28.41) 1,745,300
NISOURCE INC COM -14,943 Sold Out 0