Thunderbird Partners
Latest statistics and disclosures from Thunderbird Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SIX, PDD, STX, MU, WDC, and represent 66.90% of Thunderbird Partners's stock portfolio.
- Added to shares of these 6 stocks: STX (+$54M), EDU, GOOGL, JD, TAL, HOG.
- Started 1 new stock position in STX.
- Reduced shares in these 7 stocks: PDD (-$17M), MU (-$16M), PTON (-$12M), BEKE (-$8.8M), MBC (-$6.3M), SIX (-$6.0M), WDC.
- Sold out of its positions in MBC, PTON.
- Thunderbird Partners was a net seller of stock by $-4.1M.
- Thunderbird Partners has $464M in assets under management (AUM), dropping by 16.18%.
- Central Index Key (CIK): 0001636974
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Thunderbird Partners holds 11 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Six Flags Entertainment (SIX) | 21.8 | $101M | -5% | 4.0M | 25.08 |
|
Pdd Holdings Sponsored Ads (PDD) | 11.7 | $54M | -23% | 371k | 146.31 |
|
Seagate Technology Hldngs Pl Ord Shs (STX) | 11.7 | $54M | NEW | 636k | 85.37 |
|
Micron Technology (MU) | 11.0 | $51M | -24% | 597k | 85.34 |
|
Western Digital (WDC) | 10.7 | $50M | -2% | 946k | 52.37 |
|
New Oriental Ed & Technology Spon Adr (EDU) | 8.1 | $37M | +6% | 511k | 73.28 |
|
Alphabet Cap Stk Cl A (GOOGL) | 7.5 | $35M | +6% | 249k | 139.69 |
|
Jd.com Spon Adr Cl A (JD) | 7.4 | $35M | +6% | 1.2M | 28.89 |
|
Tal Education Group Sponsored Ads (TAL) | 6.8 | $32M | +6% | 2.5M | 12.63 |
|
Ke Hldgs Sponsored Ads (BEKE) | 2.5 | $12M | -42% | 724k | 16.21 |
|
Harley-Davidson (HOG) | 0.7 | $3.4M | +7% | 91k | 36.84 |
|
Past Filings by Thunderbird Partners
SEC 13F filings are viewable for Thunderbird Partners going back to 2015
- 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
- Thunderbird Partners 2020 Q1 filed May 15, 2020