$1.03 Billion is the total value of Antipodean Advisors LLC's 26 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APD | New | AIR PRODS & CHEMS INC | $45,433,000 | – | 349,000 | +100.0% | 4.43% | – |
| DG | New | DOLLAR GEN CORP NEW | $37,827,000 | – | 619,000 | +100.0% | 3.69% | – |
| DLTR | New | DOLLAR TREE INC | $31,440,000 | – | 560,736 | +100.0% | 3.06% | – |
| GTATQ | New | GT ADVANCED TECHNOLOGIES INCput | $21,660,000 | – | 2,000,000 | +100.0% | 2.11% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $17,859,000 | – | 201,000 | +100.0% | 1.74% | – |
| BKW | New | BURGER KING WORLDWIDE INC | $16,744,000 | – | 564,548 | +100.0% | 1.63% | – |
| NSAM | New | NORTHSTAR ASSET MGMT GROUP I | $15,989,000 | – | 868,000 | +100.0% | 1.56% | – |
| YPF | New | YPF SOCIEDAD ANONIMAspon adr cl d | $12,503,000 | – | 338,000 | +100.0% | 1.22% | – |
| HCA | New | HCA HOLDINGS INC | $11,354,000 | – | 161,000 | +100.0% | 1.11% | – |
| AUXL | New | AUXILIUM PHARMACEUTICALS INC | $11,253,000 | – | 377,000 | +100.0% | 1.10% | – |
| PCRX | New | PACIRA PHARMACEUTICALS INC | $10,895,000 | – | 112,413 | +100.0% | 1.06% | – |
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 2014-11-14
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.