$953 Million is the total value of Antipodean Advisors LLC's 26 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HRB | New | BLOCK H & R INC | $114,722,000 | – | 4,134,127 | +100.0% | 12.04% | – |
| VRX | New | VALEANT PHARMACEUTICALS INTL | $97,486,000 | – | 1,132,500 | +100.0% | 10.23% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Dcl a new | $89,667,000 | – | 724,000 | +100.0% | 9.41% | – |
| SEAS | New | SEAWORLD ENTMT INC | $67,392,000 | – | 1,920,000 | +100.0% | 7.07% | – |
| WDAY | New | WORKDAY INCcl a | $59,988,000 | – | 936,000 | +100.0% | 6.29% | – |
| CRI | New | CARTER INC | $51,256,000 | – | 692,000 | +100.0% | 5.38% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $44,769,000 | – | 529,000 | +100.0% | 4.70% | – |
| UHS | New | UNIVERSAL HLTH SVCS INCcl b | $42,787,000 | – | 639,000 | +100.0% | 4.49% | – |
| HRB | New | BLOCK H & R INCcall | $41,625,000 | – | 1,500,000 | +100.0% | 4.37% | – |
| CX | New | CEMEX SAB DE CVspon adr new | $39,178,000 | – | 3,703,000 | +100.0% | 4.11% | – |
| BA | New | BOEING CO | $37,800,000 | – | 369,000 | +100.0% | 3.97% | – |
| KORS | New | MICHAEL KORS HLDGS LTD | $33,068,000 | – | 533,190 | +100.0% | 3.47% | – |
| HMA | New | HEALTH MGMT ASSOC INC NEWcl a | $31,094,000 | – | 1,978,000 | +100.0% | 3.26% | – |
| DISH | New | DISH NETWORK CORPcl a | $29,807,000 | – | 701,000 | +100.0% | 3.13% | – |
| DHR | New | DANAHER CORP DEL | $25,953,000 | – | 410,000 | +100.0% | 2.72% | – |
| LBTYA | New | LIBERTY GLOBAL PLC | $25,722,000 | – | 350,000 | +100.0% | 2.70% | – |
| GRA | New | GRACE W R & CO DEL NEW | $22,018,000 | – | 262,000 | +100.0% | 2.31% | – |
| FRAN | New | FRANCESCAS HLDGS CORP | $16,785,000 | – | 604,000 | +100.0% | 1.76% | – |
| MDVN | New | MEDIVATION INC | $15,892,000 | – | 323,000 | +100.0% | 1.67% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $15,184,000 | – | 30,000 | +100.0% | 1.59% | – |
| GOOGL | New | GOOGLE INCcl a | $14,086,000 | – | 16,000 | +100.0% | 1.48% | – |
| TWC | New | TIME WARNER CABLE INC | $10,461,000 | – | 93,000 | +100.0% | 1.10% | – |
| ICE | New | INTERCONTINENTALEXCHANGE INC | $10,132,000 | – | 57,000 | +100.0% | 1.06% | – |
| FHI | New | FEDERATED INVS INC PAcl b | $6,962,000 | – | 254,000 | +100.0% | 0.73% | – |
| BBRY | New | RESEARCH IN MOTION LTD | $6,120,000 | – | 585,100 | +100.0% | 0.64% | – |
| SIRI | New | SIRIUS XM RADIO INC | $3,166,000 | – | 945,000 | +100.0% | 0.33% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| CARVANA CO | 21 | Q2 2023 | 38.5% |
| AMAZON COM INC | 20 | Q4 2020 | 33.8% |
| SEA LTD | 19 | Q3 2023 | 60.8% |
| CARDLYTICS INC | 18 | Q3 2023 | 26.3% |
| MEDICINES CO | 18 | Q4 2019 | 19.8% |
| ATARA BIOTHERAPEUTICS INC | 15 | Q3 2023 | 17.9% |
| CONSTELLATION BRANDS INC | 14 | Q4 2016 | 11.1% |
| HERBALIFE NUTRITION LTD | 13 | Q1 2021 | 24.8% |
| CLARIVATE PLC | 11 | Q4 2021 | 24.4% |
| EXACT SCIENCES CORP | 11 | Q2 2019 | 24.6% |
View Antipodean Advisors LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| Oncothyreon Inc.Sold out | January 09, 2013 | 0 | 0.0% |
View Antipodean Advisors LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-16 |
View Antipodean Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.