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Disclosery

Antipodean Advisors LLC

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13F filer, CIK 1512566, New York, NY

Antipodean Advisors LLC reported $61,391,000 across 9 holdings for the quarter ended 2022-06-30, in a 13F-HR filed 2022-08-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-22-004845

Period
2022-06-30
Reported value
$61.4M
Holdings
9
Top 10 weight
100%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FXInew+50,000$1.7M
GDXnew+60,000$1.64M
KWEBnew+50,000$1.64M

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

None.

Holdings, Q2 2022

Share positions as resolved from 13F-HR 0000919574-22-004845, largest first. % of portfolio is the value over $61,391,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 350,000 shares; 2022Q1: 350,000 shares; 2022Q2: 350,000 shares 350,000$23.4M38.12%0Timeline
CDLXCARDLYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 638,800 shares; 2022Q1: 638,800 shares; 2022Q2: 638,800 shares 638,800$14.3M23.22%0Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 405,000 shares; 2022Q1: 405,000 shares; 2022Q2: 405,000 shares 405,000$9.14M14.9%0Timeline
ATARA BIOTHERAPEUTICS INC C…ATARA BIOTHERAPEUTICS INC COM NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,000,000 shares; 2022Q1: 1,000,000 shares; 2022Q2: 1,000,000 shares 1,000,000$7.79M12.69%0
FXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 50,000 shares 50,000$1.7M2.76%newTimeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 60,000 shares 60,000$1.64M2.68%newTimeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 50,000 shares 50,000$1.64M2.67%newTimeline
CAREMAX INCCAREMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 600,000 shares; 2022Q1: 425,000 shares; 2022Q2: 425,000 shares 425,000$1.54M2.51%0
RSXVANECK RUSSIA ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 50,000 shares; 2022Q2: 50,000 shares 50,000$283K0.46%0Timeline

How Q2 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 0000919574-22-004845 base2022-08-15acceptance time not in the bulk data set