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) 1,173

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

Sector Weighting

Basic Materials 4.65%
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 8.13%
Energy 8.87%
Financial
Healthcare 15.5%
Services 25.05%
Technology 11.02%
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 -47,546 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 -44,952 Sold Out 0
ENDO INTL PLC SHS -11,069 Sold Out 0
HCA HOLDINGS INC COM -11,518 Sold Out 0
NETFLIX INC COM -33,006 Sold Out 0
NORTHSTAR ASSET MGMT GROUP INC COM -21,066 Sold Out 0
RALPH LAUREN CORP CL A -19,023 Sold Out 0
SEARS HLDGS CORP COM -11,581 Sold Out 0
YPF SOCIEDAD ANONIMA SPON ADR CL D -8,683 Sold Out 0
ILLUMINA INC COM 36,356 -10,653 (22.66) 186,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 36,868 4,515 13.96 204,142
KLX INC COM 10,105 10,105 New 253,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 24,174 7,065 41.29 284,000
PACIRA PHARMACEUTICALS INC COM 37,807 24,905 193.04 329,413
AIR PRODS & CHEMS INC COM 54,493 New 349,000
SANDISK CORP COM 28,984 -17,455 (37.59) 362,622
DISH NETWORK CORP CL A 32,492 32,492 New 433,000
WORKDAY INC CL A 38,409 -3,420 (8.18) 449,224


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