AA
Antipodean Advisors LLC Historical SEC 13F Holdings & Archive (Q3 2023)
Antipodean Advisors LLCCIK: 0001512566
Sector-focusedLong-term holderConcentrated strategy
Total reported value
$19.5M
Reporting period: 2023-09-30 · Number of holdings: 13
Antipodean Advisors LLC disclosed 13 holdings in its latest 13F filing for the period ending 2023-09-30, with total reported value of $19.5M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 81.74
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 97.22
- Diversification
- 26
- Sizing Uniformity
- 86.6
Antipodean Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.204 — mathematically equivalent to about 5 equally-sized positions, well below its 13 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.34), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OXY | Occidental Petroleum CORP | Stock-Energy | 33.24% | — | +81.82% | |
| 2 | PM | Philip Morris International | Stock-Consumer Staples | 23.72% | — | — | |
| 3 | SE | Sea Ltd-adr | Stock-Comm Services | 15.76% | — | — | |
| 4 | ATRAGBX | Atara Biotherapeutics Inc | Stock-Other | 7.58% | — | — | |
| 5 | ✓ | Investment Managers Ser Tr I | Stock-Other | 6.66% | — | +14.29% | |
| 6 | RILY | Brc Group Holdings Inc | Stock-Other | 2.23% | — | — | |
| 7 | ✓ | Caremax Inc | Stock-Other | 2.17% | — | -52.94% | |
| 8 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.17% | — | — | |
| 9 | TRUP | Trupanion Inc | Stock-Other | 2.17% | — | — | |
| 10 | COIN | Coinbase Global Inc -class A | Stock-Financials | 1.92% | — | — | |
| 11 | CDLXEUR | Cardlytics Inc | Stock-Other | 1.69% | — | -42.86% | |
| 12 | FUBOGBP | Fubotv Inc | Stock-Other | 0.42% | — | — | |
| 13 | OPEN | Opendoor Technologies Inc | Stock-Real Estate | 0.27% | — | — |
Portfolio Performance
Performance for Q3 2026
+13.5%
Performance Last 4 Quarters
-9.5%
Based on 81% of reported portfolio value with available pricing
- Stdev
- +18.5%
- Beta
- +0.33
- Alpha
- +15%
- Max Drawdown
- -22.2%
- Annualized Perf
- +22%
- Batting Avg vs S&P
- +52.8%
- Sortino
- +2.17
- Stutzer
- +0.34
- Treynor
- +0.65
- Sterling
- +1.03
- Calmar
- +0.99
- Information Ratio
- +0.08
- Tracking Error
- +19.9%
- Stdev Down
- +10%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +57.8%
- Worst 12 Months
- -17.6%
- Efficiency Ratio
- +0.49
- Sharpe
- +1.17
- Stdev Sectors
- +15.7%
- Skewness
- -0.18
- Kurtosis
- -0.47
- Upside Potential
- +3.87
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2023 Q3 | 13 | $19.5M | 0 | ||
| 2023 Q2 | 8 | $14.1M | 0 | ||
| 2023 Q1 | 8 | $16.2M | 0 | ||
| 2022 Q4 | 8 | $29.9M | 0 | ||
| 2022 Q3 | 7 | $39.1M | 0 | ||
| 2022 Q2 | 9 | $61.4M | 0 | ||
| 2022 Q1 | 6 | $138.1M | 0 | ||
| 2021 Q4 | 6 | $243.6M | 0 | ||
| 2021 Q3 | 9 | $353.2M | 0 | ||
| 2021 Q2 | 8 | $363.1M | 94 | ||
| 2021 Q1 | 10 | $323.5M | 23 | ||
| 2020 Q4 | 10 | $356.1M | 27 | ||
| 2020 Q3 | 8 | $273.3M | 36 | ||
| 2020 Q2 | 8 | $216.6M | 67 | ||
| 2020 Q1 | 7 | $108.3M | 67 | ||
| 2019 Q4 | 8 | $174.8M | 47 | ||
| 2019 Q3 | 12 | $119.9M | 50 | ||
| 2019 Q2 | 13 | $82.2M | 100 | ||
| 2019 Q1 | 9 | $140.8M | 100 | ||
| 2018 Q4 | 7 | $52.8M | 67 | ||
| 2018 Q3 | 11 | $80.7M | 84 | ||
| 2018 Q2 | 9 | $79.3M | 64 | ||
| 2018 Q1 | 13 | $90.5M | 76 | ||
| 2017 Q4 | 16 | $123.2M | 68 | ||
| 2017 Q3 | 11 | $118.5M | 99 | ||
| 2017 Q2 | 16 | $177.8M | 75 | ||
| 2017 Q1 | 16 | $204.9M | 100 | ||
| 2016 Q4 | 21 | $249.7M | 79 | ||
| 2016 Q3 | 16 | $202.1M | 79 | ||
| 2016 Q2 | 20 | $165.4M | 81 | ||
| 2016 Q1 | 18 | $220.6M | 100 | ||
| 2015 Q4 | 16 | $685.5M | 100 | ||
| 2015 Q3 | 25 | $878.0M | 93 | ||
| 2015 Q2 | 26 | $966.0M | 76 | ||
| 2015 Q1 | 21 | $1.1B | 53 | ||
| 2014 Q4 | 22 | $1.1B | 98 | ||
| 2014 Q3 | 26 | $1.0B | 70 | ||
| 2014 Q2 | 21 | $1.3B | 61 | ||
| 2014 Q1 | 17 | $1.1B | 100 | ||
| 2013 Q4 | 25 | $1.2B | 84 | ||
| 2013 Q3 | 28 | $958.5M | 100 | ||
| 2013 Q2 | 26 | $953.1M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Filing History
FAQ
What is Antipodean Advisors LLC and what type of investor is it?
Antipodean Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2023-09-30), the firm manages a tracked equity portfolio valued at approximately $19.5M, spread across 13 disclosed positions.
What are Antipodean Advisors LLC's largest equity positions?
Based on the latest 13F filing, Antipodean Advisors LLC's top holdings by market value are:
1. Occidental Petroleum CORP (OXY) — $6.5M (33.2%)
2. Philip Morris International (PM) — $4.6M (23.7%)
3. Sea Ltd-adr (SE) — $3.1M (15.8%)
4. Atara Biotherapeutics Inc (ATRAGBX) — $1.5M (7.6%)
5. Investment Managers Ser Tr I — $1.3M (6.7%)
What changes did Antipodean Advisors LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Antipodean Advisors LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Antipodean Advisors LLC focus on?
Antipodean Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Energy: 43.1%
• Consumer Staples: 30.8%
• Communication Services: 20.4%
• Real Estate: 3.2%
• Financials: 2.5%
Investment Profile
Antipodean Advisors LLC returned an annualized 22.0% over the trailing 36 months — outperforming the S&P 500 by 15.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.33 (less volatile than the market) and a 53% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 43.1% of the portfolio concentrated in Energy.
Its concentration score has fallen from 100 to 82 over the past 4 quarters — a shift toward broader diversification.
It has added to its CDLXEUR position over the past two quarters (+$211.2K, now $330.0K), while trimming SE over the same stretch (-$3.0M, still holding $3.1M).
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Developer Access
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