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Antipodean Advisors LLC

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13F filer, CIK 1512566, New York, NY

Antipodean Advisors LLC reported $14,099,800 across 8 holdings for the quarter ended 2023-06-30, in a 13F-HR filed 2023-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-23-004704

Period
2023-06-30
Reported value
$14.1M
Holdings
8
Top 10 weight
100%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OXYnew+55,000$3.23M

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
INVESTMENT MANAGERS SER TR Ireduced-40,000-$1.29M
COINexited-3,500-$236K

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, Q2 2023

Share positions as resolved from 13F-HR 0000919574-23-004704, largest first. % of portfolio is the value over $14,099,800, 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; 2021Q3: restricted; 2021Q4: 350,000 shares; 2022Q1: 350,000 shares; 2022Q2: 350,000 shares; 2022Q3: 350,000 shares; 2022Q4: 350,000 shares; 2023Q1: 70,000 shares; 2023Q2: 70,000 shares 70,000$4.06M28.81%0Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 55,000 shares 55,000$3.23M22.94%newTimeline
GDXVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 60,000 shares; 2022Q3: 10,000 shares; 2022Q4: 10,000 shares; 2023Q1: 75,000 shares; 2023Q2: 75,000 shares 75,000$2.26M16.02%0Timeline
ATARA BIOTHERAPEUTICS INC C…ATARA BIOTHERAPEUTICS INC COM NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q1: 1,000,000 shares; 2023Q2: 1,000,000 shares 1,000,000$1.61M11.42%0
CAREMAX INCCAREMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 600,000 shares; 2022Q1: 425,000 shares; 2022Q2: 425,000 shares; 2022Q3: 425,000 shares; 2022Q4: 425,000 shares; 2023Q1: 425,000 shares; 2023Q2: 425,000 shares 425,000$1.32M9.37%0
INVESTMENT MANAGERS SER TR IINVESTMENT MANAGERS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 75,000 shares; 2023Q2: 35,000 shares 35,000$1.13M8.03%-40,000
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 405,000 shares; 2022Q1: 405,000 shares; 2022Q2: 405,000 shares; 2022Q3: 355,000 shares; 2022Q4: 25,000 shares; 2023Q1: 10,000 shares; 2023Q2: 10,000 shares 10,000$259K1.84%0Timeline
CDLXCARDLYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 638,800 shares; 2022Q1: 638,800 shares; 2022Q2: 638,800 shares; 2022Q3: 540,400 shares; 2022Q4: 75,000 shares; 2023Q1: 35,000 shares; 2023Q2: 35,000 shares 35,000$221K1.57%0Timeline

Sold out in Q2 2023

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

SecurityShares beforeValue beforeType
COINCOINBASE GLOBAL INC3,500$236Kshares

How Q2 2023 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 0000919574-23-004704 base2023-08-14acceptance time not in the bulk data set