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Antipodean Advisors LLC

SEC CIK
0001512566
Latest filing
Nov 14, 2023

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
8
0 vs. Q1 2023
Portfolio value
$14.1M
−$2.06M (−12.8%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of Antipodean Advisors LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
SESea LtdSPONSORD ADS70,000$4.06M28.8%00.0%UnchangedHistory
OXYOccidental Petroleum CorpStock55,000$3.23M22.9%+55,000NewHistory
VanEck ETF Trust92189F106GOLD MINERS ETF75,000$2.26M16.0%00.0%Unchanged–
ATRAAtara Biotherapeutics, Inc.COM1,000,000$1.61M11.4%00.0%UnchangedHistory
CMAXCareMax, Inc.COM CL A425,000$1.32M9.4%00.0%UnchangedHistory
Investment Managers Ser Tr I46144X867AXS TSLA BEAR DL35,000$1.13M8.0%−40,000−53.3%Reduced–
CVNACarvana Co.CL A10,000$259.2K1.8%00.0%UnchangedHistory
CDLXCardlytics, Inc.COM35,000$221.2K1.6%00.0%UnchangedHistory

Sold out since Q1 2023 (1)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Antipodean Advisors LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
COINCoinbase Global, Inc.COM CL A3,500$236.5K1.5%History