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Antipodean Advisors LLC

SEC CIK
0001512566
Latest filing
Nov 14, 2023

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
8
0 vs. Q4 2022
Portfolio value
$16.2M
−$13.8M (−46.0%) vs. Q4 2022
Filed
May 15, 2023
SEC
Holdings of Antipodean Advisors LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
SESea LtdSPONSORD ADS70,000$6.06M37.5%−280,000−80.0%ReducedHistory
Investment Managers Ser Tr I46144X867AXS TSLA BEAR DL75,000$3.19M19.7%+75,000New–
ATRAAtara Biotherapeutics, Inc.COM1,000,000$2.90M17.9%00.0%UnchangedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF75,000$2.43M15.0%+65,000+650.0%Added–
CMAXCareMax, Inc.COM CL A425,000$1.13M7.0%00.0%UnchangedHistory
COINCoinbase Global, Inc.COM CL A3,500$236.5K1.5%+3,500NewHistory
CDLXCardlytics, Inc.COM35,000$118.8K0.7%−40,000−53.3%ReducedHistory
CVNACarvana Co.CL A10,000$97.9K0.6%−15,000−60.0%ReducedHistory

Sold out since Q4 2022 (2)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Antipodean Advisors LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
GLDSPDR Gold TrustETF35,000$5.94M19.8%History
UPSTUpstart Holdings, Inc.COM10,000$132.2K0.4%History