ANTIPODEAN ADVISORS LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 28
New Positions 10
Increased Positions 13
Decreased Positions 14
Positions with Activity 27
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,323

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

Sector Weighting

Basic Materials
Capital Goods 0.08%
Conglomerates
Consumer Cyclical 3.93%
Consumer/Non-Cyclical 9.22%
Energy 15.22%
Financial 0%
Healthcare 17.44%
Services 24.75%
Technology 27.33%
Transportation
Utilities

28 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
BOFI HLDG INC COM -10,322 Sold Out 0
CBS CORP (CLASS B) CL B -22,419 Sold Out 0
LANDS END INC NEW COM -3,916 Sold Out 0
LINKEDIN CORP COM CL A -73,356 Sold Out 0
PENNEY J C INC COM -34,564 Sold Out 0
UNILIFE CORP NEW COM -4,353 Sold Out 0
ZULILY INC CL A -13,640 Sold Out 0
SODASTREAM INTERNATIONAL LTD USD SHS 1,049 1,049 New 33,000
NETFLIX INC COM 32,898 32,898 New 72,000
CASTLIGHT HEALTH INC CL B 1,006 1,006 New 76,000
SEARS HLDGS CORP COM 4,009 -4,641 (53.65) 132,000
ASTRAZENECA PLC SPONSORED ADR 19,588 19,588 New 266,000
RALPH LAUREN CORP CL A 51,953 51,953 New 301,000
TABLEAU SOFTWARE INC CL A 25,833 25,833 New 352,000
ILLUMINA INC COM 71,198 -3,434 (4.6) 411,500
MONDELEZ INTL INC CL A 18,836 18,836 New 530,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 90,902 13,559 17.53 563,142
SANDISK CORP COM 98,439 98,439 New 984,000
ENDO INTL PLC SHS 68,820 -3,519 (4.87) 1,056,000
BLOCK H & R INC COM 35,699 -23,845 (40.05) 1,106,273