Antipodean Advisors LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 13 quarters from 2013-06-30 to 2016-09-30, Antipodean Advisors LLC opened 54 positions, added to 31, reduced 46 and sold out of 53.
- Q3 2016: Stock AMZN; Country of operation United States; Class COM; Shares before 7,900.
- Q3 2016: Stock GLD; Country of operation United States; Class GOLD SHS; Shares before 89,000.
- Q3 2016: Stock DLTR; Country of operation United States; Class COM; Shares before 121,000.
- Q2 2016: Stock TMUS; Country of operation United States; Class COM; Shares before 134,000.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1512566), 13 quarters: Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-11-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-05-16); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-16); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-11-16); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-08-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-15); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-02-17); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-11-14); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-08-14); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-05-15); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-02-14); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2010-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2016 | AMZN
AMAZON COM INC | United States | COM | 7,900 | 21,350 | +13,450 | $5,653,000 | $17,877,000 | +$12,224,000 | 2016-11-14 |
|---|
| Q3 2016 | GLD
SPDR GOLD TRUST | United States | GOLD SHS | 89,000 | 114,332 | +25,332 | $11,256,000 | $14,365,000 | +$3,109,000 | 2016-11-14 |
|---|
| Q3 2016 | DLTR
DOLLAR TREE INC | United States | COM | 121,000 | 136,000 | +15,000 | $11,403,000 | $10,734,000 | -$669,000 | 2016-11-14 |
|---|
| Q2 2016 | TMUS
T MOBILE US INC | United States | COM | 134,000 | 292,000 | +158,000 | $5,132,000 | $12,635,000 | +$7,503,000 | 2016-08-15 |
|---|
| Q2 2016 | NG
NOVAGOLD RES INC | | COM NEW | 847,000 | 858,000 | +11,000 | $4,269,000 | $5,251,000 | +$982,000 | 2016-08-15 |
|---|
| Q2 2016 | GPRO
GOPRO INC | United States | CL A | 402,858 | 407,858 | +5,000 | $4,818,000 | $4,409,000 | -$409,000 | 2016-08-15 |
|---|
| Q4 2015 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 428,247 | 531,247 | +103,000 | $53,621,000 | $75,671,000 | +$22,050,000 | 2016-02-16 |
|---|
| Q4 2015 | GPRO
GOPRO INC | United States | CL A | 49,000 | 1,270,000 | +1,221,000 | $1,530,000 | $22,873,000 | +$21,343,000 | 2016-02-16 |
|---|
| Q4 2015 | SEM
SELECT MED HLDGS CORP | United States | COM | 3,395,825 | 4,133,825 | +738,000 | $36,641,000 | $49,234,000 | +$12,593,000 | 2016-02-16 |
|---|
| Q3 2015 | SEM
SELECT MED HLDGS CORP | United States | COM | 3,118,425 | 3,395,825 | +277,400 | $50,518,000 | $36,641,000 | -$13,877,000 | 2015-11-16 |
|---|
| Q3 2015 | DLTR
DOLLAR TREE INC | United States | COM | 719,736 | 725,036 | +5,300 | $56,852,000 | $48,331,000 | -$8,521,000 | 2015-11-16 |
|---|
| Q3 2015 | QSR
RESTAURANT BRANDS INTL INC | | COM | 693,086 | 964,086 | +271,000 | $26,483,000 | $34,630,000 | +$8,147,000 | 2015-11-16 |
|---|
| Q3 2015 | KN
KNOWLES CORP | United States | COM | 182,000 | 253,167 | +71,167 | $3,294,000 | $4,666,000 | +$1,372,000 | 2015-11-16 |
|---|
| Q3 2015 | FRPT
FRESHPET INC | United States | COM | 277,000 | 387,000 | +110,000 | $5,152,000 | $4,064,000 | -$1,088,000 | 2015-11-16 |
|---|
| Q2 2015 | NFLX
NETFLIX INC | United States | COM | 65,000 | 68,500 | +3,500 | $27,085,000 | $45,000,000 | +$17,915,000 | 2015-08-14 |
|---|
| Q2 2015 | LNG
CHENIERE ENERGY INC | United States | COM NEW | 1,124,500 | 1,233,500 | +109,000 | $87,036,000 | $85,432,000 | -$1,604,000 | 2015-08-14 |
|---|
| Q1 2015 | APD
AIR PRODS & CHEMS INC | United States | COM | 349,000 | 498,000 | +149,000 | $50,336,000 | $75,337,000 | +$25,001,000 | 2015-05-15 |
|---|
| Q1 2015 | WDAY
WORKDAY INC | United States | CL A | 449,224 | 653,834 | +204,610 | $36,661,000 | $55,190,000 | +$18,529,000 | 2015-05-15 |
|---|
| Q1 2015 | QSR
RESTAURANT BRANDS INTL INC | | COM | 1,521,677 | 1,679,577 | +157,900 | $59,406,000 | $64,513,000 | +$5,107,000 | 2015-05-15 |
|---|
| Q4 2014 | DLTR
DOLLAR TREE INC | United States | COM | 560,736 | 1,021,736 | +461,000 | $31,440,000 | $71,910,000 | +$40,470,000 | 2015-02-17 |
|---|
| Q4 2014 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 700,000 | 830,869 | +130,869 | $61,012,000 | $81,566,000 | +$20,554,000 | 2015-02-17 |
|---|
| Q4 2014 | PCRX
PACIRA PHARMACEUTICALS INC | United States | COM | 112,413 | 329,413 | +217,000 | $10,895,000 | $29,206,000 | +$18,311,000 | 2015-02-17 |
|---|
| Q3 2014 | HRB
BLOCK H & R INC | United States | COM | 1,106,273 | 1,392,273 | +286,000 | $37,082,000 | $43,174,000 | +$6,092,000 | 2014-11-14 |
|---|
| Q2 2014 | WDAY
WORKDAY INC | United States | CL A | 926,000 | 1,179,205 | +253,205 | $84,664,000 | $105,963,000 | +$21,299,000 | 2014-08-14 |
|---|
| Q1 2014 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 1,117,000 | 1,400,000 | +283,000 | $78,614,000 | $118,958,000 | +$40,344,000 | 2014-05-15 |
|---|
| Q4 2013 | STZ
CONSTELLATION BRANDS INC | United States | CL A | 441,000 | 1,117,000 | +676,000 | $25,313,000 | $78,614,000 | +$53,301,000 | 2014-02-14 |
|---|
| Q4 2013 | HLF
HERBALIFE LTD | | COM USD SHS | 426,500 | 870,813 | +444,313 | $29,757,000 | $68,533,000 | +$38,776,000 | 2014-02-14 |
|---|
| Q4 2013 | WDAY
WORKDAY INC | United States | CL A | 1,145,000 | 1,246,000 | +101,000 | $92,665,000 | $103,617,000 | +$10,952,000 | 2014-02-14 |
|---|
| Q4 2013 | BBY
BEST BUY INC | United States | COM | 541,000 | 626,811 | +85,811 | $20,288,000 | $24,997,000 | +$4,709,000 | 2014-02-14 |
|---|
| Q4 2013 | MYGN
MYRIAD GENETICS INC | United States | COM | 138,000 | 287,000 | +149,000 | $3,243,000 | $6,021,000 | +$2,778,000 | 2014-02-14 |
|---|
| Q3 2013 | WDAY
WORKDAY INC | United States | CL A | 936,000 | 1,145,000 | +209,000 | $59,988,000 | $92,665,000 | +$32,677,000 | 2013-11-14 |
|---|
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