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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Portfolio Holdings for Thunderbird Partners

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
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Western Digital (WDC) 15.3 $60M -7% 875k 68.24
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Seagate Technology Hldngs Pl Ord Shs (STX) 13.4 $52M -11% 560k 93.05
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Jd.com Spon Adr Cl A (JD) 10.8 $42M +29% 1.5M 27.39
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New Oriental Ed & Technology Spon Adr (EDU) 10.5 $41M -7% 473k 86.82
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Pdd Holdings Sponsored Ads (PDD) 9.8 $38M -11% 330k 116.25
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Tal Education Group Sponsored Ads (TAL) 6.8 $26M -7% 2.3M 11.35
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Alphabet Cap Stk Cl A (GOOGL) 3.3 $13M -66% 84k 150.93
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Ke Hldgs Sponsored Ads (BEKE) 2.4 $9.2M -7% 668k 13.73
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 1.6 $6.1M NEW 158k 38.74
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Harley-Davidson (HOG) 0.9 $3.7M -7% 84k 43.74
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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