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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Portfolio Holdings for Thunderbird Partners

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
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Pdd Holdings Sponsored Ads (PDD) 11.7 $54M -23% 371k 146.31
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Seagate Technology Hldngs Pl Ord Shs (STX) 11.7 $54M NEW 636k 85.37
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Micron Technology (MU) 11.0 $51M -24% 597k 85.34
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Western Digital (WDC) 10.7 $50M -2% 946k 52.37
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New Oriental Ed & Technology Spon Adr (EDU) 8.1 $37M +6% 511k 73.28
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Alphabet Cap Stk Cl A (GOOGL) 7.5 $35M +6% 249k 139.69
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Jd.com Spon Adr Cl A (JD) 7.4 $35M +6% 1.2M 28.89
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Tal Education Group Sponsored Ads (TAL) 6.8 $32M +6% 2.5M 12.63
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Ke Hldgs Sponsored Ads (BEKE) 2.5 $12M -42% 724k 16.21
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Harley-Davidson (HOG) 0.7 $3.4M +7% 91k 36.84
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Past Filings by Thunderbird Partners

SEC 13F filings are viewable for Thunderbird Partners going back to 2015

View all past filings