David Jeffrey Fear Holdings Activity

Thunderbird Partners Portfolio 13F

Thunderbird Partners has disclosed a total of 12 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 9 and completely sold out 1 position(s).

What stocks is David Jeffrey Fear buying now?

In the recent quarter David Jeffrey Fear has purchased 2 securities: (JD) JDCOM INC-ADR (added shares +29.25%) and (GDXJ) VANECK JUNIOR GOLD MINERS (new buy).

What does David Jeffrey Fear invest in?

David Jeffrey Fear's top 5 holdings (by % of portfolio) are (SIX) SIX FLAGS ENTERTAINMENT CORP (25.19%), (WDC) WESTERN DIGITAL CORP (15.32%), (STX) SEAGATE TECHNOLOGY HOLDINGS (13.38%), (JD) JDCOM INC-ADR (10.84%) and (EDU) NEW ORIENTAL EDUCATIO-SP ADR (10.53%).

In the latest report(s) the following changes have been made to the top investments: (SIX) SIX FLAGS ENTERTAINMENT CORP (reduced shares -7.45%), (WDC) WESTERN DIGITAL CORP (reduced shares -7.45%), (STX) SEAGATE TECHNOLOGY HOLDINGS (reduced shares -11.9%), (JD) JDCOM INC-ADR (added shares +29.25%) and (EDU) NEW ORIENTAL EDUCATIO-SP ADR (reduced shares -7.45%).

2024 Q1 (12 results)
GDXJ
buy
+157,910
+1.57%
$38.74
15.13% $44.60
1.57%
JD
+29.25%
+349,033
+2.45%
$27.39
10.51% $30.27
10.84%
SIX
-7.45%
-187,530
-2.03%
$26.32
0.57% $26.17
25.19%
TAL
-7.45%
-187,157
-0.55%
$11.35
0.70% $11.43
6.78%
EDU
-7.45%
-24,330
-0.85%
$86.82
10.02% $78.12
10.53%
WDC
-7.45%
-42,942
-1.23%
$68.24
9.63% $74.81
15.32%
BEKE
-7.79%
-56,449
-0.20%
$13.73
21.34% $16.66
2.35%
HOG
-7.86%
-4,683
-0.08%
$43.74
19.50% $35.21
0.94%
PDD
-11.06%
-41,060
-1.22%
$116.25
35.54% $157.57
9.85%
STX
-11.90%
-75,695
-1.81%
$93.05
1.23% $94.19
13.38%
GOOGL
-66.22%
-164,599
-6.37%
$150.93
15.94% $174.99
3.25%
MU
-100.00%
-396,994
-13.07%
$85.34
51.73% $129.49
0.00%
2023 Q4 (13 results)
STX
buy
+413,401
+11.71%
$85.37
10.33% $94.19
11.71%
HOG
+7.12%
+4,114
+0.05%
$36.84
4.42% $35.21
0.72%
EDU
+6.95%
+33,177
+0.52%
$73.28
6.60% $78.12
8.07%
TAL
+6.95%
+163,336
+0.44%
$12.63
9.50% $11.43
6.85%
GOOGL
+6.95%
+16,152
+0.49%
$139.69
25.27% $174.99
7.49%
JD
+6.90%
+77,034
+0.48%
$28.89
4.78% $30.27
7.44%
WDC
-2.48%
-15,260
-0.27%
$52.37
42.85% $74.81
10.68%
SIX
-5.61%
-239,483
-1.30%
$25.08
4.35% $26.17
21.80%
PDD
-23.87%
-116,426
-3.67%
$146.31
7.70% $157.57
11.72%
MU
-24.03%
-125,587
-3.48%
$85.34
51.73% $129.49
0.00%
BEKE
-42.91%
-544,347
-1.90%
$16.21
2.78% $16.66
2.53%
MBC
-100.00%
-522,547
-1.37%
$12.15
33.74% $16.25
0.00%
PTON
-100.00%
-1,234,655
-2.59%
$5.05
37.62% $3.15
0.00%
2023 Q3 (12 results)
BEKE
buy
+1,268,698
+4.93%
$15.52
7.35% $16.66
4.93%
PDD
buy
+487,660
+11.98%
$98.07
60.67% $157.57
11.98%
WDC
+43.87%
+149,306
+3.38%
$45.63
63.95% $74.81
11.09%
PTON
+6.23%
+72,447
+0.18%
$5.05
37.62% $3.15
0.00%
EDU
+6.23%
+28,015
+0.41%
$58.55
33.42% $78.12
7.01%
TAL
+6.23%
+137,920
+0.31%
$9.11
25.47% $11.43
5.37%
MBC
+6.23%
+30,663
+0.09%
$12.15
33.74% $16.25
0.00%
SIX
+6.21%
+249,754
+1.47%
$23.51
11.31% $26.17
25.15%
GOOGL
+6.19%
+13,550
+0.44%
$130.86
33.72% $174.99
7.62%
MU
-2.88%
-12,473
-0.40%
$68.03
90.34% $129.49
13.40%
JD
-17.67%
-131,732
-1.75%
$29.13
3.91% $30.27
8.15%
HOG
-83.08%
-417,066
-3.46%
$33.06
6.50% $35.21
0.70%
37 of 391

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.