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Disclosery

Antipodean Advisors LLC

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13F filer, CIK 1512566, New York, NY

Antipodean Advisors LLC reported $243,580,000 across 6 holdings for the quarter ended 2021-12-31, in a 13F-HR filed 2022-02-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-22-000953

Period
2021-12-31
Reported value
$244M
Holdings
6
Top 10 weight
100%
New
0
Sold out
3

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CLVTreduced-750,000-$17.6M
IVVDexited-190,000-$8.03M
IBNexited-400,000-$7.55M
NIKOLA CORPexited-100,000-$1.07M
ATARA BIOTHERAPEUTICS INC C…reduced-50,000-$788K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2021

Share positions as resolved from 13F-HR 0000919574-22-000953, largest first. % of portfolio is the value over $243,580,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 405,000 shares 405,000$93.9M38.54%0Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 350,000 shares 350,000$78.3M32.15%0Timeline
CDLXCARDLYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 638,800 shares 638,800$42.2M17.33%0Timeline
ATARA BIOTHERAPEUTICS INC C…ATARA BIOTHERAPEUTICS INC COM NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,000,000 shares 1,000,000$15.8M6.47%-50,000
CLVTCLARIVATE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 375,000 shares 375,000$8.82M3.62%-750,000Timeline
CAREMAX INCCAREMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 600,000 shares 600,000$4.61M1.89%0

Sold out in Q4 2021

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IVVDINVIVYD INC190,000$8.03Mshares
IBNICICI BK LTD400,000$7.55Mshares
NIKOLA CORPNIKOLA CORP100,000$1.07Mshares

How Q4 2021 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-22-000953 base2022-02-14acceptance time not in the bulk data set