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Antipodean Advisors LLC

Q3 2023 · 13F-HR

Antipodean Advisors LLCholdings as filed

Filed 2023-11-14 · accession 0000919574-23-006222

$19.5M
Reported value
13
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
674599105OXYOCCIDENTAL PETE CORP$6.5M33.2%100,000CommonSOLE
718172109PMPHILIP MORRIS INTL INC$4.6M23.7%50,000CommonSOLE
81141R100SESEA LTD$3.1M15.8%70,000CommonSOLE
046513107ATRAGBXATARA BIOTHERAPEUTICS INC$1.5M7.58%1,000,000CommonSOLE
46144X867INVESTMENT MANAGERS SER TR I$1.3M6.66%40,000CommonSOLE
05580M108RILYB. RILEY FINANCIAL INC$435,6832.23%10,629CommonSOLE
14171W103CAREMAX INC$424,0002.17%200,000CommonSOLE
253868103DLRDIGITAL RLTY TR INC$423,5702.17%3,500CommonSOLE
898202106TRUPTRUPANION INC$423,0002.17%15,000CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$375,4001.92%5,000CommonSOLE
14161W105CDLXCARDLYTICS INC$330,0001.69%20,000CommonSOLE
35953D104FUBOGBPFUBOTV INC$81,1680.42%30,400CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$52,8000.27%20,000CommonSOLE

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.