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Antipodean Advisors LLC

SEC CIK
0001512566
Latest filing
Nov 14, 2023

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
9
+3 vs. Q1 2022
Portfolio value
$61.4M
−$76.7M (−55.5%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Antipodean Advisors LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
SESea LtdSPONSORD ADS350,000$23.4M38.1%00.0%UnchangedHistory
CDLXCardlytics, Inc.COM638,800$14.3M23.2%00.0%UnchangedHistory
CVNACarvana Co.CL A405,000$9.14M14.9%00.0%UnchangedHistory
ATRAAtara Biotherapeutics, Inc.COM1,000,000$7.79M12.7%00.0%UnchangedHistory
iShares Tr464287184CHINA LG-CAP ETF50,000$1.70M2.8%+50,000New–
VanEck ETF Trust92189F106GOLD MINERS ETF60,000$1.64M2.7%+60,000New–
Kraneshares Trust500767306CSI CHI INTERNET50,000$1.64M2.7%+50,000New–
CMAXCareMax, Inc.COM CL A425,000$1.54M2.5%00.0%UnchangedHistory
VanEck Vectors ETF Tr92189F403RUSSIA ETF50,000$283.0K0.5%00.0%Unchanged–