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 Q2) 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: (UNH) UNITEDHEALTH GROUP INC (new buy) and (GDXJ) VANECK JUNIOR GOLD MINERS (added shares +72.43%).

What does David Jeffrey Fear invest in?

David Jeffrey Fear's top 5 holdings (by % of portfolio) are (SIX) SIX FLAGS ENTERTAINMENT CORP (28.34%), (WDC) WESTERN DIGITAL CORP (13.99%), (STX) SEAGATE TECHNOLOGY HOLDINGS (12.02%), (UNH) UNITEDHEALTH GROUP INC (10.98%) and (PDD) PINDUODUO INC-ADR (8.03%).

In the latest report(s) the following changes have been made to the top investments: (SIX) SIX FLAGS ENTERTAINMENT CORP (reduced shares -3.49%), (WDC) WESTERN DIGITAL CORP (reduced shares -11.22%), (STX) SEAGATE TECHNOLOGY HOLDINGS (reduced shares -12.52%), (UNH) UNITEDHEALTH GROUP INC (new buy) and (PDD) PINDUODUO INC-ADR (reduced shares -23%).

2024 Q2 (12 results)
UNH
buy
+90,776
+10.98%
$509.26
17.44% $598.05
10.98%
GDXJ
+72.43%
+114,376
+1.14%
$42.12
17.59% $49.53
2.72%
TAL
-3.30%
-76,706
-0.19%
$10.67
5.15% $11.22
5.70%
SIX
-3.49%
-130,219
-1.03%
$33.14
3.44% $32.00
28.34%
HOG
-3.60%
-3,017
-0.02%
$33.54
3.70% $34.78
0.64%
GOOGL
-3.78%
-3,173
-0.14%
$182.15
10.38% $163.24
3.50%
WDC
-11.22%
-98,170
-1.77%
$75.77
14.37% $64.88
13.99%
STX
-12.52%
-70,148
-1.72%
$103.27
6.33% $109.81
12.02%
EDU
-17.30%
-81,766
-1.51%
$77.73
2.60% $75.71
7.22%
PDD
-23.00%
-75,936
-2.40%
$132.95
8.88% $144.76
8.03%
JD
-27.62%
-425,954
-2.61%
$25.84
69.62% $43.83
6.85%
BEKE
-100.00%
-667,902
-2.18%
$13.73
63.22% $22.41
0.00%
2024 Q1 (12 results)
GDXJ
buy
+157,910
+1.57%
$38.74
27.85% $49.53
1.57%
JD
+29.25%
+349,033
+2.45%
$27.39
60.02% $43.83
10.84%
EDU
-7.45%
-38,016
-0.85%
$86.82
12.80% $75.71
10.53%
TAL
-7.45%
-187,157
-0.55%
$11.35
1.15% $11.22
6.78%
SIX
-7.45%
-300,048
-2.03%
$26.32
21.58% $32.00
25.19%
WDC
-7.45%
-70,398
-1.23%
$68.24
4.92% $64.88
15.32%
BEKE
-7.79%
-56,449
-0.20%
$13.73
63.22% $22.41
0.00%
HOG
-7.86%
-7,150
-0.08%
$43.74
20.48% $34.78
0.94%
PDD
-11.06%
-41,060
-1.22%
$116.25
24.52% $144.76
9.85%
STX
-11.90%
-75,695
-1.81%
$93.05
18.01% $109.81
13.38%
GOOGL
-66.22%
-164,599
-6.37%
$150.93
8.16% $163.24
3.25%
MU
-100.00%
-596,984
-13.07%
$85.34
25.29% $106.92
0.00%
2023 Q4 (13 results)
STX
buy
+636,003
+11.71%
$85.37
28.63% $109.81
11.71%
HOG
+7.12%
+6,050
+0.05%
$36.84
5.59% $34.78
0.72%
TAL
+6.95%
+163,336
+0.44%
$12.63
11.16% $11.22
6.85%
GOOGL
+6.95%
+16,152
+0.49%
$139.69
16.86% $163.24
7.49%
EDU
+6.95%
+33,177
+0.52%
$73.28
3.32% $75.71
8.07%
JD
+6.90%
+77,034
+0.48%
$28.89
51.71% $43.83
7.44%
WDC
-2.48%
-24,033
-0.27%
$52.37
23.89% $64.88
10.68%
SIX
-5.61%
-239,483
-1.30%
$25.08
27.59% $32.00
21.80%
PDD
-23.87%
-116,426
-3.67%
$146.31
1.06% $144.76
11.72%
MU
-24.03%
-188,854
-3.48%
$85.34
25.29% $106.92
0.00%
BEKE
-42.91%
-544,347
-1.90%
$16.21
38.25% $22.41
2.53%
PTON
-100.00%
-2,374,338
-2.59%
$5.05
2.77% $4.91
0.00%
MBC
-100.00%
-522,547
-1.37%
$12.15
46.34% $17.78
0.00%
2023 Q3 (12 results)
BEKE
buy
+1,268,698
+4.93%
$15.52
44.39% $22.41
4.93%
PDD
buy
+487,660
+11.98%
$98.07
47.61% $144.76
11.98%
WDC
+43.87%
+295,657
+3.38%
$45.63
42.19% $64.88
11.09%
PTON
+6.23%
+139,323
+0.18%
$5.05
2.77% $4.91
0.00%
EDU
+6.23%
+28,015
+0.41%
$58.55
29.31% $75.71
7.01%
TAL
+6.23%
+137,920
+0.31%
$9.11
23.16% $11.22
5.37%
MBC
+6.23%
+30,663
+0.09%
$12.15
46.34% $17.78
0.00%
SIX
+6.21%
+249,754
+1.47%
$23.51
36.11% $32.00
25.15%
GOOGL
+6.19%
+13,550
+0.44%
$130.86
24.74% $163.24
7.62%
MU
-2.88%
-23,315
-0.40%
$68.03
57.17% $106.92
13.40%
JD
-17.67%
-239,513
-1.75%
$29.13
50.46% $43.83
8.15%
HOG
-83.08%
-417,066
-3.46%
$33.06
5.20% $34.78
0.70%
49 of 403

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.