Q4 2022 · 13F-HR
Antipodean Advisors LLCholdings as filed
Filed 2023-02-13 · accession 0000919574-23-001146
$29.9M
Reported value
8
Positions
2022-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81141R100 | SE | SEA LTD | $18.2M | 60.8% | 350,000 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $5.9M | 19.8% | 35,000 | Common | SOLE |
| 046513107 | ATRAGBX | ATARA BIOTHERAPEUTICS INC | $3.3M | 11.0% | 1,000,000 | Common | SOLE |
| 14171W103 | — | CAREMAX INC | $1.6M | 5.18% | 425,000 | Common | SOLE |
| 14161W105 | CDLX | CARDLYTICS INC | $433,500 | 1.45% | 75,000 | Common | SOLE |
| 92189F106 | GDX | VANECK ETF TRUST | $286,600 | 0.96% | 10,000 | Common | SOLE |
| 91680M107 | UPST | UPSTART HLDGS INC | $132,200 | 0.44% | 10,000 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $118,500 | 0.40% | 25,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.