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Antipodean Advisors LLC

SEC CIK
0001512566
Latest filing
Nov 14, 2023

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
9
+1 vs. Q2 2021
Portfolio value
$353.2M
−$9.95M (−2.7%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Antipodean Advisors LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
CVNACarvana Co.CL A405,000$122.1M34.6%00.0%UnchangedHistory
SESea LtdSPONSORD ADS350,000$111.6M31.6%00.0%UnchangedHistory
CDLXCardlytics, Inc.COM638,800$53.6M15.2%00.0%UnchangedHistory
CLVTClarivate PLCORD SHS1,125,000$24.6M7.0%−150,000−11.8%ReducedHistory
ATRAAtara Biotherapeutics, Inc.COM1,050,000$18.8M5.3%+50,000+5.0%AddedHistory
IVVDInvivyd, Inc.COM190,000$8.03M2.3%+190,000NewHistory
IBNIcici Bank LtdADR400,000$7.55M2.1%+400,000NewHistory
CMAXCareMax, Inc.COM CL A600,000$5.80M1.6%00.0%UnchangedHistory
NKLANikola CorpCOM100,000$1.07M0.3%+100,000NewHistory

Sold out since Q2 2021 (2)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Antipodean Advisors LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
CLOVClover Health Investments, Corp.COM CL A235,000$3.13M0.9%History
LMNDLemonade, Inc.Stock20,000$2.19M0.6%History