Antipodean Advisors LLC
- SEC CIK
- 0001512566
- Latest filing
- Nov 14, 2023
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 6
- −3 vs. Q3 2021
- Portfolio value
- $243.6M
- −$109.6M (−31.0%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 405,000 | $93.9M | 38.5% | 00.0% | Unchanged | History |
| SESea Ltd | SPONSORD ADS | 350,000 | $78.3M | 32.1% | 00.0% | Unchanged | History |
| CDLXCardlytics, Inc. | COM | 638,800 | $42.2M | 17.3% | 00.0% | Unchanged | History |
| ATRAAtara Biotherapeutics, Inc. | COM | 1,000,000 | $15.8M | 6.5% | −50,000−4.8% | Reduced | History |
| CLVTClarivate PLC | ORD SHS | 375,000 | $8.82M | 3.6% | −750,000−66.7% | Reduced | History |
| CMAXCareMax, Inc. | COM CL A | 600,000 | $4.61M | 1.9% | 00.0% | Unchanged | History |
Sold out since Q3 2021 (3)
Positions held at the end of Q3 2021 that are gone from this filing.