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Disclosery

Antipodean Advisors LLC

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13F filer, CIK 1512566, New York, NY

Antipodean Advisors LLC reported $138,108,000 across 6 holdings for the quarter ended 2022-03-31, in a 13F-HR filed 2022-05-16.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-22-003479

Period
2022-03-31
Reported value
$138M
Holdings
6
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RSXnew+50,000$283K

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CLVTexited-375,000-$8.82M
CAREMAX INCreduced-175,000-$1.31M

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, Q1 2022

Share positions as resolved from 13F-HR 0000919574-22-003479, largest first. % of portfolio is the value over $138,108,000, 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 405,000 shares; 2022Q1: 405,000 shares 405,000$48.3M34.98%0Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 350,000 shares; 2022Q1: 350,000 shares 350,000$41.9M30.36%0Timeline
CDLXCARDLYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 638,800 shares; 2022Q1: 638,800 shares 638,800$35.1M25.43%0Timeline
ATARA BIOTHERAPEUTICS INC C…ATARA BIOTHERAPEUTICS INC COM NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,000,000 shares; 2022Q1: 1,000,000 shares 1,000,000$9.29M6.73%0
CAREMAX INCCAREMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 600,000 shares; 2022Q1: 425,000 shares 425,000$3.17M2.3%-175,000
RSXVANECK RUSSIA ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 50,000 shares 50,000$283K0.2%newTimeline

Sold out in Q1 2022

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

SecurityShares beforeValue beforeType
CLVTCLARIVATE PLC375,000$8.82Mshares

How Q1 2022 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 0000919574-22-003479 base2022-05-16acceptance time not in the bulk data set