David Jeffrey Fear Holdings Activity

Thunderbird Partners Portfolio 13F

Thunderbird Partners has disclosed a total of 13 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 9, bought 1 totally new and decreased the number of shares of 3 position(s).

What stocks is David Jeffrey Fear buying now?

In the recent quarter David Jeffrey Fear has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (JD) JDCOM INC-ADR (added shares +33.15%), (SIX) SIX FLAGS ENTERTAINMENT CORP (added shares +3.5%), (GDXJ) VANECK JUNIOR GOLD MINERS (added shares +3.62%), (LVS) LAS VEGAS SANDS CORP (added shares +3.57%) and (PTON) PELOTON INTERACTIVE INC-A (added shares +3.57%).

What does David Jeffrey Fear invest in?

David Jeffrey Fear's top 5 holdings (by % of portfolio) are (SIX) SIX FLAGS ENTERTAINMENT CORP (29.09%), (GDXJ) VANECK JUNIOR GOLD MINERS (12.1%), (WDC) WESTERN DIGITAL CORP (11.24%), (JD) JDCOM INC-ADR (7.71%) and (LVS) LAS VEGAS SANDS CORP (7.67%).

In the latest report(s) the following changes have been made to the top investments: (SIX) SIX FLAGS ENTERTAINMENT CORP (added shares +3.5%), (GDXJ) VANECK JUNIOR GOLD MINERS (added shares +3.62%), (WDC) WESTERN DIGITAL CORP (reduced shares -20.07%), (JD) JDCOM INC-ADR (added shares +33.15%) and (LVS) LAS VEGAS SANDS CORP (added shares +3.57%).

2023 Q1 (13 results)
MBC
buy
+75,419
+0.15%
$8.04
33.08% $10.70
0.15%
JD
+33.15%
+174,155
+1.92%
$43.89
16.66% $36.58
7.71%
EDU
+3.66%
+15,250
+0.15%
$38.61
8.78% $42.00
4.19%
YMM
+3.66%
+23,373
+0.05%
$7.61
11.96% $6.70
1.32%
GDXJ
+3.62%
+39,011
+0.42%
$39.50
5.29% $37.41
12.10%
TAL
+3.57%
+73,439
+0.12%
$6.41
3.43% $6.19
3.43%
PTON
+3.57%
+68,862
+0.21%
$11.34
26.72% $8.31
6.13%
LVS
+3.57%
+17,303
+0.26%
$57.45
1.79% $58.48
7.67%
SIX
+3.50%
+146,430
+0.98%
$26.71
2.43% $27.36
29.09%
YUMC
+3.42%
+4,408
+0.07%
$63.39
5.79% $59.72
2.12%
WDC
-20.07%
-298,437
-2.82%
$37.67
5.60% $39.78
11.24%
HOG
-48.94%
-758,351
-7.23%
$37.97
11.17% $33.73
7.54%
GOOGL
-52.04%
-304,174
-7.92%
$103.73
17.83% $122.23
7.30%
2022 Q4 (14 results)
EDU
buy
+417,172
+3.51%
$34.82
20.62% $42.00
3.51%
GDXJ
buy
+1,176,481
+10.12%
$35.65
4.94% $37.41
10.12%
JD
buy
+525,322
+7.12%
$56.13
34.83% $36.58
7.12%
YMM
buy
+609,386
+1.29%
$8.00
16.25% $6.70
1.29%
SIX
+17.93%
+563,812
+3.57%
$23.25
17.68% $27.36
23.51%
GOOGL
+4.98%
+27,740
+0.59%
$88.23
38.54% $122.23
12.45%
PTON
+3.13%
+62,978
+0.12%
$7.94
4.66% $8.31
3.98%
LVS
+3.13%
+14,039
+0.18%
$48.07
21.66% $58.48
5.96%
WDC
-12.31%
-181,540
-1.59%
$31.55
26.09% $39.78
11.32%
TAL
-21.11%
-550,161
-0.94%
$7.05
12.20% $6.19
3.50%
YUMC
-49.01%
-123,719
-1.63%
$54.65
9.28% $59.72
1.70%
HOG
-52.03%
-1,680,569
-16.87%
$41.60
18.92% $33.73
15.56%
CRM
-100.00%
-65,043
-2.86%
$143.84
49.68% $215.31
0.00%
GTLB
-100.00%
-119,991
-1.48%
$51.22
7.89% $47.18
0.00%
2022 Q3 (14 results)
CRM
buy
+65,043
+3.29%
$143.84
49.68% $215.31
0.00%
YUMC
buy
+252,455
+3.32%
$47.33
26.17% $59.72
3.32%
TAL
buy
+2,605,592
+3.57%
$4.94
25.30% $6.19
3.57%
GTLB
buy
+119,991
+1.71%
$51.22
7.89% $47.18
0.00%
PTON
+56.00%
+722,789
+1.39%
$6.93
19.91% $8.31
3.87%
SIX
+12.23%
+387,103
+1.90%
$17.70
54.58% $27.36
17.45%
HOG
+2.89%
+73,062
+0.88%
$34.88
3.30% $33.73
31.26%
LVS
+2.78%
+13,467
+0.14%
$37.52
55.86% $58.48
5.18%
WDC
-1.55%
-20,625
-0.24%
$32.55
22.21% $39.78
15.31%
GOOGL
-15.27%
-100,351
-2.71%
$97.37
25.53% $122.23
15.04%
KURA
-100.00%
-266,618
-2.61%
$18.33
28.69% $13.07
0.00%
RVMD
-100.00%
-173,883
-1.86%
$19.49
31.04% $25.54
0.00%
BABA
-100.00%
-188,255
-5.94%
$113.68
24.79% $85.50
0.00%
AMZN
-100.00%
-357,976
-10.55%
$106.21
16.21% $123.43
0.00%
41 of 340

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.