$165 Million is the total value of Antipodean Advisors LLC's 20 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 150.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
LOCK | New | LIFELOCK INC | $22,687,000 | – | 1,435,000 | +100.0% | 13.72% | – |
TMUS | Buy | T MOBILE US INC | $12,635,000 | +146.2% | 292,000 | +117.9% | 7.64% | +228.3% |
CCEP | New | COCA COLA EUROPEAN PARTNERS | $5,960,000 | – | 167,000 | +100.0% | 3.60% | – |
AMZN | New | AMAZON COM INC | $5,653,000 | – | 7,900 | +100.0% | 3.42% | – |
NG | Buy | NOVAGOLD RES INC | $5,251,000 | +23.0% | 858,000 | +1.3% | 3.18% | +64.0% |
GPRO | Buy | GOPRO INCcl a | $4,409,000 | -8.5% | 407,858 | +1.2% | 2.67% | +22.0% |
CVA | New | COVANTA HLDG CORP | $3,339,000 | – | 203,000 | +100.0% | 2.02% | – |
SCTY | Buy | SOLARCITY CORP | $2,848,000 | +157.5% | 119,000 | +164.4% | 1.72% | +243.7% |
LQ | New | LA QUINTA HLDGS INC | $1,583,000 | – | 138,900 | +100.0% | 0.96% | – |
PHH | New | PHH CORP | $810,000 | – | 60,800 | +100.0% | 0.49% | – |
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 2016-08-15
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.