Q2 2023 · 13F-HR
Antipodean Advisors LLCholdings as filed
Filed 2023-08-14 · accession 0000919574-23-004704
$14.1M
Reported value
8
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81141R100 | SE | SEA LTD | $4.1M | 28.8% | 70,000 | Common | SOLE |
| 674599105 | OXY | OCCIDENTAL PETE CORP | $3.2M | 22.9% | 55,000 | Common | SOLE |
| 92189F106 | GDX | VANECK ETF TRUST | $2.3M | 16.0% | 75,000 | Common | SOLE |
| 046513107 | ATRAGBX | ATARA BIOTHERAPEUTICS INC | $1.6M | 11.4% | 1,000,000 | Common | SOLE |
| 14171W103 | — | CAREMAX INC | $1.3M | 9.37% | 425,000 | Common | SOLE |
| 46144X867 | — | INVESTMENT MANAGERS SER TR I | $1.1M | 8.03% | 35,000 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $259,200 | 1.84% | 10,000 | Common | SOLE |
| 14161W105 | CDLX | CARDLYTICS INC | $221,200 | 1.57% | 35,000 | 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.