Antipodean Advisors LLC

data from 30/09/2023

Capitalization

$ 19.518 M 38.43 %

Average holding period

6 ans

Performance

$ 613.159 M 57 123.28 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Antipodean Advisors LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2023/09/30 OXY OCCIDENTAL PETE CORP 33.24% 6.488 M $ 100000 2023/06/30 334.399 K $ 10.34 %
2023/09/30 PM PHILIP MORRIS INTL INC 23.72% 4.629 M $ 50000 2023/09/30 0.000 $ 0.00 %
2023/09/30 SE SEA LTD 15.76% 3.077 M $ 70000 2019/03/31 -986.299 K $ -24.28 %
2023/09/30 ATRA ATARA BIOTHERAPEUTICS INC 7.58% 1.480 M $ 1000000 2020/03/31 -130.000 K $ -8.07 %
2023/09/30 INVESTMENT MANAGERS SER TR I 6.66% 1.299 M $ 40000 2023/03/31 4.199 K $ 0.37 %
2023/09/30 RILY B. RILEY FINANCIAL INC 2.23% 435.683 K $ 10629 2023/09/30 0.000 $ 0.00 %
2023/09/30 CMAX CAREMAX INC 2.17% 424.000 K $ 200000 2021/06/30 -420.749 K $ -31.83 %
2023/09/30 DLR DIGITAL RLTY TR INC 2.17% 423.570 K $ 3500 2023/09/30 0.000 $ 0.00 %
2023/09/30 TRUP TRUPANION INC 2.17% 423.000 K $ 15000 2023/09/30 0.000 $ 0.00 %
2023/09/30 COIN COINBASE GLOBAL INC 1.92% 375.400 K $ 5000 2023/03/31 0.000 $ 0.00 %
2023/09/30 CDLX CARDLYTICS INC 1.69% 330.000 K $ 20000 2019/06/30 356.300 K $ 161.08 %
2023/09/30 FUBO FUBOTV INC 0.42% 81.168 K $ 30400 2023/09/30 0.000 $ 0.00 %
2023/09/30 OPEN OPENDOOR TECHNOLOGIES INC 0.27% 52.800 K $ 20000 2023/09/30 0.000 $ 0.00 %
2023/09/30 GDX VANECK ETF TRUST 0.00% 0.000 $ 0 2022/06/30 0.000 $ 0.00 %
2023/09/30 CVNA CARVANA CO 0.00% 0.000 $ 0 2018/06/30 0.000 $ 0.00 %