Antipodean Advisors LLC
- SEC CIK
- 0001512566
- Latest filing
- Nov 14, 2023
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 6
- 0 vs. Q4 2021
- Portfolio value
- $138.1M
- −$105.5M (−43.3%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 405,000 | $48.3M | 35.0% | 00.0% | Unchanged | History |
| SESea Ltd | SPONSORD ADS | 350,000 | $41.9M | 30.4% | 00.0% | Unchanged | History |
| CDLXCardlytics, Inc. | COM | 638,800 | $35.1M | 25.4% | 00.0% | Unchanged | History |
| ATRAAtara Biotherapeutics, Inc. | COM | 1,000,000 | $9.29M | 6.7% | 00.0% | Unchanged | History |
| CMAXCareMax, Inc. | COM CL A | 425,000 | $3.17M | 2.3% | −175,000−29.2% | Reduced | History |
| VanEck Vectors ETF Tr92189F403 | RUSSIA ETF | 50,000 | $283.0K | 0.2% | +50,000 | New | – |
Sold out since Q4 2021 (1)
Positions held at the end of Q4 2021 that are gone from this filing.