0000919574-13-003138.txt : 20130514
0000919574-13-003138.hdr.sgml : 20130514
20130514164250
ACCESSION NUMBER: 0000919574-13-003138
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20130331
FILED AS OF DATE: 20130514
DATE AS OF CHANGE: 20130514
EFFECTIVENESS DATE: 20130514
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Antipodean Advisors LLC
CENTRAL INDEX KEY: 0001512566
IRS NUMBER: 000000000
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14220
FILM NUMBER: 13842152
BUSINESS ADDRESS:
STREET 1: 499 PARK AVENUE, 21ST FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212-339-5202
MAIL ADDRESS:
STREET 1: 499 PARK AVENUE, 21ST FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
d1381460_13f-hr.txt
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
FORM 13F Cover Page
Report for the Calendar Year or Quarter Ended: March 31, 2013
Check here if Amendment: |_|; Amendment Number: ____
This Amendment (Check only one): |_| is a restatement
|_| adds new holding entries.
Institutional Manager Filing this Report:
Name: Antipodean Advisors LLC
Address: 499 Park Avenue
21st Floor
New York, NY 10022
13F File Number: 028-14220
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists, and tables, are considered integral parts of this form.
Person Signing this Report on Behalf of Reporting Manager:
Name: Kevin Johnson
Title: Chief Financial Officer
Phone: 212-339-5202
Signature, Place and Date of Signing:
/s/ Kevin Johnson New York, NY May 14, 2013
------------------- -------------------- -----------------
[Signature] [City, State] [Date]
Report Type: (Check only one):
[X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting
manager are reported in this report).
[ ] 13F NOTICE. (Check here if no holdings reported are in this report,
and all holdings are reported by other reporting managers(s).)
[ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for
this reporting manager are reported in this report and a portion are
reported by other reporting manager(s).)
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 1
Form 13F Information Table Entry Total: 29
Form 13F Information Table Value Total: $961,114
(thousands)
List of Other Managers Reporting for this Manager:
No. Form 13F File Number Name
--- -------------------- ----
1 028-14222 Antipodean Domestic Partners, LP
FORM 13F INFORMATION TABLE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
-------------- -------------- --------- -------- ------------------- -------------- -------- ---------------------
VALUE SHS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MGRS SOLE SHARED NONE
-------------- -------------- --------- -------- --------- --- ---- -------------- -------- --------- ------ ----
ALEXION PHARMACEUTICALS INC COM 015351109 28,692 311,400 SH SHARED-DEFINED 1 311,400
ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 1,652 121,552 SH SHARED-DEFINED 1 121,552
BLOCK H & R INC COM 093671105 171,315 5,823,077 SH SHARED-DEFINED 1 5,823,077
BOEING CO COM 097023105 35,885 418,000 SH SHARED-DEFINED 1 418,000
BOISE CASCADE CO DEL COM 09739D100 1,697 50,000 SH SHARED-DEFINED 1 50,000
CARTER INC COM 146229109 51,829 905,000 SH SHARED-DEFINED 1 905,000
CEMEX SAB DE CV SPON ADR NEW 151290889 62,562 5,123,800 SH SHARED-DEFINED 1 5,123,800
CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 48,652 467,000 SH SHARED-DEFINED 1 467,000
CIT GROUP INC COM NEW 125581801 9,609 221,000 SH SHARED-DEFINED 1 221,000
COLFAX CORP COM 194014106 10,688 229,658 SH SHARED-DEFINED 1 229,658
DANAHER CORP DEL COM 235851102 49,906 803,000 SH SHARED-DEFINED 1 803,000
EAGLE MATERIALS INC COM 26969P108 4,711 70,700 SH SHARED-DEFINED 1 70,700
ELAN PLC ADR 284131208 18,774 1,591,000 SH SHARED-DEFINED 1 1,591,000
EQUINIX INC COM NEW 29444U502 25,463 117,717 SH SHARED-DEFINED 1 117,717
FEDERATED INVS INC PA CL B 314211103 5,444 230,000 SH SHARED-DEFINED 1 230,000
FRANCESCAS HLDGS CORP COM 351793104 18,707 651,361 SH SHARED-DEFINED 1 651,361
GRACE W R & CO DEL NEW COM 38388F108 10,154 131,000 SH SHARED-DEFINED 1 131,000
INTUITIVE SURGICAL INC COM NEW 46120E602 77,439 157,656 SH SHARED-DEFINED 1 157,656
MICHAEL KORS HLDGS LTD SHS G60754101 53,791 947,190 SH SHARED-DEFINED 1 947,190
MONDELEZ INTL INC CL A 609207105 29,850 975,000 SH SHARED-DEFINED 1 975,000
MOODYS CORP COM 615369105 36,000 675,171 SH SHARED-DEFINED 1 675,171
RESEARCH IN MOTION LTD COM 760975102 9,448 654,100 SH SHARED-DEFINED 1 654,100
SIX FLAGS ENTMT CORP NEW COM 83001A102 32,616 450,000 SH SHARED-DEFINED 1 450,000
SYNOVUS FINL CORP COM 87161C105 14,930 5,390,000 SH SHARED-DEFINED 1 5,390,000
UNIVERSAL DISPLAY CORP COM 91347P105 9,918 337,000 SH SHARED-DEFINED 1 337,000
UNIVERSAL HLTH SVCS INC CL B 913903100 30,530 478,000 SH SHARED-DEFINED 1 478,000
VALEANT PHARMACEUTICALS INTL COM 91911K102 52,964 706,000 SH SHARED-DEFINED 1 706,000
VISA INC COM CL A 92826C839 29,892 176,000 SH SHARED-DEFINED 1 176,000
WORKDAY INC CL A 98138H101 27,994 454,230 SH SHARED-DEFINED 1 454,230
SK 26555 0001 1381460