$79.3 Million is the total value of Antipodean Advisors LLC's 9 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON COM INC | $23,117,000 | +5.8% | 13,600 | -9.9% | 29.14% | +20.6% |
| EXAS | Sell | EXACT SCIENCES CORP | $13,931,000 | +46.1% | 233,000 | -1.4% | 17.56% | +66.6% |
| IAC | Sell | IAC INTERACTIVECORP | $7,091,000 | -10.2% | 46,500 | -7.9% | 8.94% | +2.4% |
| MDCO | Sell | MEDICINES CO | $6,074,000 | -22.4% | 165,500 | -30.3% | 7.66% | -11.5% |
| DXC | Sell | DXC TECHNOLOGY CO | $1,773,000 | -84.0% | 22,000 | -80.0% | 2.24% | -81.7% |
| QD | Exit | QUDIAN INCadr | $0 | – | -18,000 | -100.0% | -0.23% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -28,000 | -100.0% | -3.89% | – |
| CHTR | Exit | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | -16,700 | -100.0% | -5.74% | – |
| FG | Exit | FGL HLDGS | $0 | – | -565,000 | -100.0% | -6.34% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -208,000 | -100.0% | -6.90% | – |
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 2018-08-14
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.