$175 Million is the total value of Antipodean Advisors LLC's 8 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 71.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SE | Sell | SEA LTDsponsored ads | $15,927,000 | -6.4% | 396,000 | -28.0% | 9.11% | -35.8% |
HLF | Sell | HERBALIFE NUTRITION LTD | $9,534,000 | +2.0% | 200,000 | -19.0% | 5.45% | -30.1% |
RPLAU | Exit | REPLAY ACQUISITION CORPunit 03/01/2024 | $0 | – | -15,500 | -100.0% | -0.13% | – |
OACU | Exit | OAKTREE ACQUISITION CORPunit 99/99/9999 | $0 | – | -20,000 | -100.0% | -0.17% | – |
DEACU | Exit | DIAMOND EAGLE ACQUISITION COunit 06/30/2026 | $0 | – | -25,000 | -100.0% | -0.21% | – |
CCXU | Exit | CHURCHILL CAP CORP IIunit 99/99/9999 | $0 | – | -100,000 | -100.0% | -0.88% | – |
HOME | Exit | AT HOME GROUP INC | $0 | – | -425,000 | -100.0% | -3.41% | – |
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 2020-02-14
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.