Antipodean Advisors LLC
- SEC CIK
- 0001512566
- Latest filing
- Nov 14, 2023
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 8
- −2 vs. Q1 2021
- Portfolio value
- $363.1M
- +$39.7M (+12.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 405,000 | $122.2M | 33.7% | 00.0% | Unchanged | History |
| SESea Ltd | SPONSORD ADS | 350,000 | $96.1M | 26.5% | 00.0% | Unchanged | History |
| CDLXCardlytics, Inc. | COM | 638,800 | $81.1M | 22.3% | 00.0% | Unchanged | History |
| CLVTClarivate PLC | ORD SHS | 1,275,000 | $35.1M | 9.7% | 00.0% | Unchanged | History |
| ATRAAtara Biotherapeutics, Inc. | COM | 1,000,000 | $15.6M | 4.3% | 00.0% | Unchanged | History |
| CMAXCareMax, Inc. | COM CL A | 600,000 | $7.72M | 2.1% | +600,000 | New | History |
| CLOVClover Health Investments, Corp. | COM CL A | 235,000 | $3.13M | 0.9% | +235,000 | New | History |
| LMNDLemonade, Inc. | Stock | 20,000 | $2.19M | 0.6% | +20,000 | New | History |
Sold out since Q1 2021 (5)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| HLFHerbalife Ltd. | COM SHS | 274,600 | $12.2M | 3.8% | History |
| GOTUGaotu Techedu Inc. | SPONSORED ADS | 117,284 | $3.97M | 1.2% | History |
| FVRRFiverr International Ltd. | ORD SHS | 10,000 | $2.17M | 0.7% | History |
| CTEVClaritev Corp | COM | 344,000 | $1.91M | 0.6% | History |
| NKLANikola Corp | COM | 53,999 | $750.0K | 0.2% | History |