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) 1,165

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

Sector Weighting

Basic Materials 4.53%
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 8.3%
Energy 8.43%
Financial
Healthcare 14.93%
Services 25.58%
Technology 10.52%
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 -44,414 Sold Out 0
BURGER KING WORLDWIDE INC COM -20,041 Sold Out 0
CASTLIGHT HEALTH INC CL B -218 Sold Out 0
DOLLAR GEN CORP NEW COM -47,168 Sold Out 0
ENDO INTL PLC SHS -11,721 Sold Out 0
HCA HOLDINGS INC COM -12,297 Sold Out 0
NETFLIX INC COM -39,343 Sold Out 0
NORTHSTAR ASSET MGMT GROUP INC COM -18,697 Sold Out 0
RALPH LAUREN CORP CL A -18,786 Sold Out 0
SEARS HLDGS CORP COM -12,157 Sold Out 0
YPF SOCIEDAD ANONIMA SPON ADR CL D -10,312 Sold Out 0
KLX INC COM 10,166 10,166 New 253,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 24,112 7,047 41.29 284,000
MICRON TECHNOLOGY INC COM 24,348 -34,182 (58.4) 832,000
SANDISK CORP COM 24,539 -14,778 (37.59) 362,622
THORATEC CORP COM NEW 26,675 26,675 New 658,000
PACIRA PHARMACEUTICALS INC COM 27,358 18,022 193.04 329,413
DISH NETWORK CORP CL A 30,171 30,171 New 433,000
ILLUMINA INC COM 34,170 -10,012 (22.66) 186,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 37,350 4,574 13.96 204,142


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