Thunderbird Partners as of Sept. 30, 2023
Portfolio Holdings for Thunderbird Partners
Thunderbird Partners holds 12 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Six Flags Entertainment (SIX) | 25.2 | $100M | 4.3M | 23.51 | |
| Micron Technology (MU) | 13.4 | $54M | 786k | 68.03 | |
| Pdd Holdings Sponsored Ads (PDD) | 12.0 | $48M | 488k | 98.07 | |
| Western Digital (WDC) | 11.1 | $44M | 970k | 45.63 | |
| Jd.com Spon Adr Cl A (JD) | 8.1 | $33M | 1.1M | 29.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.6 | $30M | 232k | 130.86 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 7.0 | $28M | 477k | 58.55 | |
| Tal Education Group Sponsored Ads (TAL) | 5.4 | $21M | 2.4M | 9.11 | |
| Ke Hldgs Sponsored Ads (BEKE) | 4.9 | $20M | 1.3M | 15.52 | |
| Peloton Interactive Cl A Com (PTON) | 3.0 | $12M | 2.4M | 5.05 | |
| Masterbrand Common Stock (MBC) | 1.6 | $6.3M | 523k | 12.15 | |
| Harley-Davidson (HOG) | 0.7 | $2.8M | 85k | 33.06 |
