Thunderbird Partners
Latest statistics and disclosures from Thunderbird Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SIX, WDC, STX, JD, EDU, and represent 75.26% of Thunderbird Partners's stock portfolio.
- Added to shares of these 2 stocks: JD (+$9.6M), GDXJ (+$6.1M).
- Started 1 new stock position in GDXJ.
- Reduced shares in these 10 stocks: MU (-$51M), GOOGL (-$25M), SIX (-$7.9M), STX (-$7.0M), WDC, PDD, EDU, TAL, BEKE, HOG.
- Sold out of its position in MU.
- Thunderbird Partners was a net seller of stock by $-91M.
- Thunderbird Partners has $390M in assets under management (AUM), dropping by -15.94%.
- Central Index Key (CIK): 0001636974
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Thunderbird Partners holds 11 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Six Flags Entertainment (SIX) | 25.2 | $98M | -7% | 3.7M | 26.32 |
|
Western Digital (WDC) | 15.3 | $60M | -7% | 875k | 68.24 |
|
Seagate Technology Hldngs Pl Ord Shs (STX) | 13.4 | $52M | -11% | 560k | 93.05 |
|
Jd.com Spon Adr Cl A (JD) | 10.8 | $42M | +29% | 1.5M | 27.39 |
|
New Oriental Ed & Technology Spon Adr (EDU) | 10.5 | $41M | -7% | 473k | 86.82 |
|
Pdd Holdings Sponsored Ads (PDD) | 9.8 | $38M | -11% | 330k | 116.25 |
|
Tal Education Group Sponsored Ads (TAL) | 6.8 | $26M | -7% | 2.3M | 11.35 |
|
Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $13M | -66% | 84k | 150.93 |
|
Ke Hldgs Sponsored Ads (BEKE) | 2.4 | $9.2M | -7% | 668k | 13.73 |
|
Vaneck Etf Trust Junior Gold Mine (GDXJ) | 1.6 | $6.1M | NEW | 158k | 38.74 |
|
Harley-Davidson (HOG) | 0.9 | $3.7M | -7% | 84k | 43.74 |
|
Past Filings by Thunderbird Partners
SEC 13F filings are viewable for Thunderbird Partners going back to 2015
- Thunderbird Partners 2024 Q1 restated filed May 15, 2024
- Thunderbird Partners 2023 Q4 filed Feb. 15, 2024
- Thunderbird Partners 2023 Q3 filed Nov. 13, 2023
- Thunderbird Partners 2023 Q2 filed Aug. 14, 2023
- Thunderbird Partners 2023 Q1 filed May 15, 2023
- Thunderbird Partners 2022 Q4 filed Feb. 14, 2023
- Thunderbird Partners 2022 Q3 filed Nov. 14, 2022
- Thunderbird Partners 2022 Q2 filed Aug. 15, 2022
- Thunderbird Partners 2022 Q1 filed May 16, 2022
- Thunderbird Partners 2021 Q4 filed Feb. 14, 2022
- Thunderbird Partners 2021 Q3 filed Nov. 15, 2021
- Thunderbird Partners 2021 Q2 filed Aug. 16, 2021
- Thunderbird Partners 2021 Q1 filed May 17, 2021
- Thunderbird Partners 2020 Q4 filed Feb. 16, 2021
- Thunderbird Partners 2020 Q3 filed Nov. 16, 2020
- Thunderbird Partners 2020 Q2 filed Aug. 14, 2020