ANTIPODEAN ADVISORS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 31
New Positions 6
Increased Positions 13
Decreased Positions 17
Positions with Activity 30
Sold Out Positions 11
Total Mkt Value (in $ millions) 1,164

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

Sector Weighting

Basic Materials 4.43%
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 8.38%
Energy 8.52%
Financial
Healthcare 15.51%
Services 25.06%
Technology 10.69%
Transportation
Utilities

31 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
BLOCK H & R INC COM -42,952 Sold Out 0
BURGER KING WORLDWIDE INC COM -20,041 Sold Out 0
CASTLIGHT HEALTH INC CL B -204 Sold Out 0
DOLLAR GEN CORP NEW COM -45,744 Sold Out 0
ENDO INTL PLC SHS -11,161 Sold Out 0
HCA HOLDINGS INC COM -12,146 Sold Out 0
NETFLIX INC COM -38,566 Sold Out 0
NORTHSTAR ASSET MGMT GROUP INC COM -18,593 Sold Out 0
RALPH LAUREN CORP CL A -18,821 Sold Out 0
SEARS HLDGS CORP COM -12,831 Sold Out 0
YPF SOCIEDAD ANONIMA SPON ADR CL D -10,448 Sold Out 0
ILLUMINA INC COM 35,275 -10,336 (22.66) 186,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 38,275 4,687 13.96 204,142
KLX INC COM 10,548 10,548 New 253,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 22,888 6,689 41.29 284,000
PACIRA PHARMACEUTICALS INC COM 22,028 14,511 193.04 329,413
AIR PRODS & CHEMS INC COM 51,505 New 349,000
SANDISK CORP COM 24,481 -14,743 (37.59) 362,622
DISH NETWORK CORP CL A 29,570 29,570 New 433,000
WORKDAY INC CL A 40,763 -3,630 (8.18) 449,224


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