David Jeffrey Fear Holdings Activity

Thunderbird Partners Portfolio 13F

Thunderbird Partners has disclosed a total of 14 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 3, bought 2 totally new, decreased the number of shares of 5 and completely sold out 4 position(s).

What stocks is David Jeffrey Fear buying now?

In the recent quarter David Jeffrey Fear has purchased 5 securities: (HOG) HARLEY-DAVIDSON INC (added shares +15.87%), (PTON) PELOTON INTERACTIVE INC-A (added shares +420.68%), (KURA) KURA ONCOLOGY INC (new buy), (RVMD) REVOLUTION MEDICINES INC (new buy) and (SIX) SIX FLAGS ENTERTAINMENT CORP (added shares +10.64%).

What does David Jeffrey Fear invest in?

David Jeffrey Fear's top 5 holdings (by % of portfolio) are (HOG) HARLEY-DAVIDSON INC (23.63%), (WDC) WESTERN DIGITAL CORP (18.36%), (GOOGL) ALPHABET INC-CL A (17.03%), (SIX) SIX FLAGS ENTERTAINMENT CORP (16.33%) and (AMZN) AMAZONCOM INC (9.04%).

In the latest report(s) the following changes have been made to the top investments: (HOG) HARLEY-DAVIDSON INC (added shares +15.87%), (WDC) WESTERN DIGITAL CORP (reduced shares -7.14%), (GOOGL) ALPHABET INC-CL A (reduced shares -26.22%), (SIX) SIX FLAGS ENTERTAINMENT CORP (added shares +10.64%) and (AMZN) AMAZONCOM INC (reduced shares -33.1%).

2022 Q2 (14 results)
RVMD
buy
+344,324
+1.60%
$19.49
5.44% $18.43
1.60%
KURA
buy
+512,727
+2.23%
$18.33
31.59% $12.54
2.23%
PTON
+420.68%
+1,042,820
+2.28%
$9.18
7.30% $8.51
2.82%
HOG
+15.87%
+429,956
+3.24%
$31.66
18.57% $37.54
23.63%
SIX
+10.64%
+304,389
+1.57%
$21.70
14.61% $18.53
16.33%
WDC
-7.14%
-132,491
-1.41%
$44.83
24.51% $33.84
18.36%
GOOGL
-26.22%
-233,540
-6.05%
$108.96
9.38% $98.74
17.03%
AMZN
-33.10%
-177,144
-4.47%
$106.21
7.13% $113.78
9.04%
BABA
-39.92%
-125,074
-3.38%
$113.68
30.68% $78.80
5.09%
LVS
-45.14%
-398,607
-3.18%
$33.59
5.59% $35.47
3.87%
GTLB
-100.00%
-265,788
-3.44%
$54.45
12.03% $47.90
0.00%
NFLX
-100.00%
-123,892
-11.04%
$374.59
39.56% $226.41
0.00%
SRPT
-100.00%
-224,883
-4.18%
$78.12
38.49% $108.19
0.00%
ACAD
-100.00%
-692,825
-3.99%
$24.22
30.84% $16.75
0.00%
2022 Q1 (17 results)
SRPT
buy
+224,883
+2.49%
$78.12
38.49% $108.19
0.00%
LVS
buy
+883,024
+4.87%
$38.87
8.75% $35.47
4.87%
AMZN
buy
+535,120
+12.38%
$163.00
30.20% $113.78
12.38%
ACAD
buy
+692,825
+2.38%
$24.22
30.84% $16.75
0.00%
NFLX
buy
+123,892
+6.59%
$374.59
39.56% $226.41
0.00%
GTLB
buy
+265,788
+2.05%
$54.45
12.03% $47.90
0.00%
PTON
buy
+247,889
+0.93%
$26.42
67.79% $8.51
0.93%
HOG
+11.11%
+270,931
+1.52%
$39.40
4.72% $37.54
15.15%
SIX
+1.90%
+53,377
+0.33%
$43.50
57.40% $18.53
17.66%
BABA
+1.80%
+5,529
+0.09%
$108.80
27.57% $78.80
4.84%
WDC
-10.12%
-208,724
-1.47%
$49.65
31.84% $33.84
13.07%
GOOGL
-12.41%
-126,160
-2.49%
$139.07
29.00% $98.74
17.58%
META
-100.00%
-434,191
-20.73%
$336.35
58.25% $140.41
0.00%
FUN
-100.00%
-366,385
-2.60%
$50.06
19.14% $40.48
0.00%
SPOT
-100.00%
-353,124
-11.73%
$234.03
61.83% $89.34
0.00%
COIN
-100.00%
-66,454
-2.38%
$252.37
75.48% $61.88
0.00%
IBKR
-100.00%
-925,664
-10.43%
$79.42
18.60% $64.65
0.00%
2021 Q4 (13 results)
COIN
buy
+66,454
+1.93%
$252.37
75.48% $61.88
0.00%
HOG
+65.89%
+968,475
+4.21%
$37.69
0.40% $37.54
10.60%
SIX
+60.09%
+1,053,890
+5.17%
$42.58
56.48% $18.53
13.79%
WDC
+16.29%
+289,103
+2.17%
$65.21
48.11% $33.84
15.52%
FUN
+1.43%
+5,158
+0.03%
$50.06
19.14% $40.48
0.00%
IBKR
+1.42%
+12,988
+0.12%
$79.42
18.60% $64.65
0.00%
GOOGL
+1.34%
+13,480
+0.23%
$144.85
31.83% $98.74
16.98%
SPOT
+1.34%
+4,655
+0.13%
$234.03
61.83% $89.34
0.00%
META
+1.15%
+4,952
+0.19%
$336.35
58.25% $140.41
0.00%
BABA
-44.38%
-245,556
-3.36%
$118.79
33.67% $78.80
4.22%
ABNB
-100.00%
-102,625
-1.99%
$167.75
39.34% $101.75
0.00%
RNW
-100.00%
-1,654,644
-1.95%
$10.20
38.14% $6.31
0.00%
TWTR
-100.00%
-958,659
-6.68%
$60.39
31.15% $41.58
0.00%
44 of 299

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.