Antipodean Advisors LLC 13F Holdings
CIK 0001512566 · New York, NY
As of Sep 30, 2023, Antipodean Advisors LLC reported 13 positions worth
CIK 0001512566 · New York, NY
As of Sep 30, 2023, Antipodean Advisors LLC reported 13 positions worth
9.5M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| OCCIDENTAL PETROLEUM CORP | OXY | Energy | 100,000 | $6.5M | 33.24% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 50,000 | $4.6M | 23.72% |
| SEA LTD | SE | Consumer Cyclical | 70,000 | $3.1M | 15.76% |
| ATARA BIOTHERAPEUTICS INC | ATRA | Healthcare | 1,000,000 | .5M | 7.58% |
| INVESTMENT MANAGERS SER TR I | TSLQ | — | 40,000 | .3M | 6.66% |
| B RILEY FINANCIAL INC | RILY | Financial Services | 10,629 | $435.7K | 2.23% |
| CAREMAX INC | CMAXQ | Healthcare | 200,000 | $424.0K | 2.17% |
| DIGITAL REALTY TRUST INC | DLR | Real Estate | 3,500 | $423.6K | 2.17% |
| TRUPANION INC | TRUP | Financial Services | 15,000 | $423.0K | 2.17% |
| COINBASE GLOBAL INC | COIN | Financial Services | 5,000 | $375.4K | 1.92% |
| CARDLYTICS INC | CDLX | Communication Services | 20,000 | $330.0K | 1.69% |
| FUBOTV INC | FUBO | Communication Services | 30,400 | $81.2K | 0.42% |
| OPENDOOR TECHNOLOGIES INC | OPEN | Real Estate | 20,000 | $52.8K | 0.27% |