Antipodean Advisors LLC
- SEC CIK
- 0001512566
- Latest filing
- Nov 14, 2023
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 8
- +1 vs. Q3 2022
- Portfolio value
- $29.9M
- −$9.13M (−23.4%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SESea Ltd | SPONSORD ADS | 350,000 | $18.2M | 60.8% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 35,000 | $5.94M | 19.8% | +35,000 | New | History |
| ATRAAtara Biotherapeutics, Inc. | COM | 1,000,000 | $3.28M | 11.0% | 00.0% | Unchanged | History |
| CMAXCareMax, Inc. | COM CL A | 425,000 | $1.55M | 5.2% | 00.0% | Unchanged | History |
| CDLXCardlytics, Inc. | COM | 75,000 | $433.5K | 1.4% | −465,400−86.1% | Reduced | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 10,000 | $286.6K | 1.0% | 00.0% | Unchanged | – |
| UPSTUpstart Holdings, Inc. | COM | 10,000 | $132.2K | 0.4% | +10,000 | New | History |
| CVNACarvana Co. | CL A | 25,000 | $118.5K | 0.4% | −330,000−93.0% | Reduced | History |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| VanEck Vectors ETF Tr92189F403 | RUSSIA ETF | 25,000 | $141.0K | 0.4% | – |