Antipodean Advisors LLC - Q3 2019 holdings

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$120 Million is the total value of Antipodean Advisors LLC's 12 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .

All

		Value		Shares		↓ Weighting
AMZN	AMAZON COM INC	$6,336,000	-8.3%	3,650	0.0%	5.28%	-37.1%
CCXU	CHURCHILL CAP CORP IIunit 99/99/9999	$1,051,000	+3.5%	100,000	0.0%	0.88%	-29.0%
DEACU	DIAMOND EAGLE ACQUISITION COunit 06/30/2026	$254,000	+0.8%	25,000	0.0%	0.21%	-30.9%

Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Antipodean Domestic Partners, LP #1

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2019-11-14

Signatures

The EDGAR filing(s) were signed by:

Kevin Johnson — Chief Financial Officer

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)

Antipodean Advisors LLC Q3 2019 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	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

View complete filings history.

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