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Antipodean Advisors LLC

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13F filer, CIK 1512566, New York, NY

Antipodean Advisors LLC reported $29,949,950 across 8 holdings for the quarter ended 2022-12-31, in a 13F-HR filed 2023-02-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-23-001146

Period
2022-12-31
Reported value
$29.9M
Holdings
8
Top 10 weight
100%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GLDnew+35,000$5.94M
UPSTnew+10,000$132K

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
CDLXreduced-465,400-$2.69M
CVNAreduced-330,000-$1.56M
RSXexited-25,000-$141K

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 2022

Share positions as resolved from 13F-HR 0000919574-23-001146, largest first. % of portfolio is the value over $29,949,950, 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 350,000 shares; 2022Q1: 350,000 shares; 2022Q2: 350,000 shares; 2022Q3: 350,000 shares; 2022Q4: 350,000 shares 350,000$18.2M60.8%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 35,000 shares 35,000$5.94M19.82%newTimeline
ATARA BIOTHERAPEUTICS INC C…ATARA BIOTHERAPEUTICS INC COM NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,000,000 shares; 2022Q1: 1,000,000 shares; 2022Q2: 1,000,000 shares; 2022Q3: 1,000,000 shares; 2022Q4: 1,000,000 shares 1,000,000$3.28M10.95%0
CAREMAX INCCAREMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 600,000 shares; 2022Q1: 425,000 shares; 2022Q2: 425,000 shares; 2022Q3: 425,000 shares; 2022Q4: 425,000 shares 425,000$1.55M5.18%0
CDLXCARDLYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 638,800 shares; 2022Q1: 638,800 shares; 2022Q2: 638,800 shares; 2022Q3: 540,400 shares; 2022Q4: 75,000 shares 75,000$434K1.45%-465,400Timeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 60,000 shares; 2022Q3: 10,000 shares; 2022Q4: 10,000 shares 10,000$287K0.96%0Timeline
UPSTUPSTART HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 10,000 shares 10,000$132K0.44%newTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 405,000 shares; 2022Q1: 405,000 shares; 2022Q2: 405,000 shares; 2022Q3: 355,000 shares; 2022Q4: 25,000 shares 25,000$118K0.4%-330,000Timeline

Sold out in Q4 2022

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

SecurityShares beforeValue beforeType
RSXVANECK RUSSIA ETF25,000$141Kshares

How Q4 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 0000919574-23-001146 base2023-02-13acceptance time not in the bulk data set