Antipodean Advisors as of Sept. 30, 2019
Portfolio Holdings for Antipodean Advisors
Antipodean Advisors holds 12 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 19.8 | $24M | 360k | 66.00 | |
| Cardlytics (CDLX) | 18.2 | $22M | 650k | 33.52 | |
| Clarivate Analytics Plc sn (CLVT) | 16.5 | $20M | 1.2M | 16.87 | |
| Sea Sponsored Ads (SE) | 14.2 | $17M | 550k | 30.95 | |
| Medicines Company | 13.4 | $16M | 321k | 50.00 | |
| Herbalife Nutrition Com Shs (HLF) | 7.8 | $9.4M | 247k | 37.86 | |
| Amazon (AMZN) | 5.3 | $6.3M | 3.7k | 1735.89 | |
| At Home Group | 3.4 | $4.1M | 425k | 9.62 | |
| Churchill Cap Corp Ii Unit 99/99/9999 | 0.9 | $1.1M | 100k | 10.51 | |
| Diamond Eagle Acquisition Unit 06/30/2026 | 0.2 | $254k | 25k | 10.16 | |
| Oaktree Acquisition Corp Unit 99/99/9999 | 0.2 | $203k | 20k | 10.15 | |
| Replay Acquisition Corp Unit 03/01/2024 | 0.1 | $159k | 16k | 10.26 |
