Antipodean Advisors LLC
- SEC CIK
- 0001512566
- Latest filing
- Nov 14, 2023
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 7
- −2 vs. Q2 2022
- Portfolio value
- $39.1M
- −$22.3M (−36.3%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 350,000 | $19.6M | 50.2% | 00.0% | Unchanged | History |
| CVNACarvana Co. | CL A | 355,000 | $7.21M | 18.4% | −50,000−12.3% | Reduced | History |
| CDLXCardlytics, Inc. | COM | 540,400 | $5.08M | 13.0% | −98,400−15.4% | Reduced | History |
| ATRAAtara Biotherapeutics, Inc. | COM | 1,000,000 | $3.78M | 9.7% | 00.0% | Unchanged | History |
| CMAXCareMax, Inc. | COM CL A | 425,000 | $3.01M | 7.7% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 10,000 | $241.0K | 0.6% | −50,000−83.3% | Reduced | – |
| VanEck Vectors ETF Tr92189F403 | RUSSIA ETF | 25,000 | $141.0K | 0.4% | −25,000−50.0% | Reduced | – |
Sold out since Q2 2022 (2)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| iShares Tr464287184 | CHINA LG-CAP ETF | 50,000 | $1.70M | 2.8% | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 50,000 | $1.64M | 2.7% | – |