David Jeffrey Fear Holdings Activity

Thunderbird Partners Portfolio 13F

Thunderbird Partners has disclosed a total of 8 changes to the portfolio in the latest (2025 Q2) SEC report(s): completely sold out 8 position(s).

What stocks is David Jeffrey Fear buying now?

In the recent quarter David Jeffrey Fear has not purchased any securities.

In the latest report(s) no changes have been made to the position.

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2025 Q2 (8 results)
HUM
HUMANA INC
-100.00%
-36,921
-8.63%
$264.60
11.29% $294.47
0.00%
WDC
WESTERN DIGITAL CORP
-100.00%
-280,201
-10.00%
$40.43
84.66% $74.66
0.00%
CI
CIGNA CORP
-100.00%
-34,638
-10.06%
$329.00
8.53% $300.95
0.00%
ILMN
ILLUMINA INC
-100.00%
-152,073
-10.65%
$79.34
25.14% $99.29
0.00%
UNH
UNITEDHEALTH GROUP INC
-100.00%
-86,361
-39.93%
$523.75
42.08% $303.35
0.00%
NTES
NETEASE INC-ADR
-100.00%
-31,546
-2.87%
$102.92
28.13% $131.87
0.00%
VIK
VIKING HOLDINGS LTD
-100.00%
-396,963
-13.93%
$39.75
46.59% $58.27
0.00%
SNDK
SANDISK CORP
-100.00%
-93,400
-3.93%
$47.61
4.43% $45.50
0.00%
2025 Q1 (9 results)
HUM
HUMANA INC
buy
+36,921
+8.63%
$264.60
11.29% $294.47
0.00%
WDC
WESTERN DIGITAL CORP
buy
+280,201
+10.00%
$40.43
84.66% $74.66
0.00%
CI
CIGNA CORP
buy
+34,638
+10.06%
$329.00
8.53% $300.95
0.00%
NTES
NETEASE INC-ADR
buy
+31,546
+2.87%
$102.92
28.13% $131.87
0.00%
VIK
VIKING HOLDINGS LTD
buy
+396,963
+13.93%
$39.75
46.59% $58.27
0.00%
SNDK
SANDISK CORP
buy
+93,400
+3.93%
$47.61
4.43% $45.50
0.00%
ILMN
ILLUMINA INC
+71.21%
+63,249
+4.43%
$79.34
25.14% $99.29
0.00%
UNH
UNITEDHEALTH GROUP INC
+26.79%
+18,245
+8.44%
$523.75
42.08% $303.35
0.00%
TAL
TAL EDUCATION GROUP- ADR
-100.00%
-1,546,820
-13.68%
$10.02
9.28% $10.95
0.00%
2024 Q4 (3 results)
ILMN
ILLUMINA INC
buy
+88,824
+19.20%
$133.63
25.70% $99.29
19.20%
UNH
UNITEDHEALTH GROUP INC
+23.27%
+12,857
+10.52%
$505.86
40.03% $303.35
55.73%
SIX
SIX FLAGS ENTERTAINMENT CORP
-100.00%
-195,700
-12.76%
$40.31
20.62% $32.00
0.00%
2024 Q3 (11 results)
TAL
TAL EDUCATION GROUP- ADR
-31.25%
-703,086
-14.23%
$11.84
7.52% $10.95
31.30%
UNH
UNITEDHEALTH GROUP INC
-39.13%
-35,517
-35.49%
$584.68
48.12% $303.35
55.22%
SIX
SIX FLAGS ENTERTAINMENT CORP
-94.56%
-3,404,108
-234.52%
$40.31
20.62% $32.00
0.00%
PDD
PINDUODUO INC-ADR
-100.00%
-254,238
-57.77%
$132.95
7.51% $122.96
0.00%
WDC
WESTERN DIGITAL CORP
-100.00%
-776,989
-100.62%
$75.77
1.46% $74.66
0.00%
HOG
HARLEY-DAVIDSON INC
-100.00%
-80,838
-4.63%
$33.54
19.32% $27.06
0.00%
STX
SEAGATE TECHNOLOGY HOLDINGS
-100.00%
-490,160
-86.51%
$103.27
49.70% $154.60
0.00%
JD
JDCOM INC-ADR
-100.00%
-1,116,363
-49.30%
$25.84
20.67% $31.18
0.00%
EDU
NEW ORIENTAL EDUCATIO-SP ADR
-100.00%
-390,822
-51.92%
$77.73
39.14% $47.31
0.00%
GDXJ
VANECK JUNIOR GOLD MINERS
-100.00%
-272,286
-19.60%
$42.12
77.52% $74.77
0.00%
GOOGL
ALPHABET INC-CL A
-100.00%
-80,808
-25.16%
$182.15
9.66% $199.75
0.00%
2024 Q2 (12 results)
UNH
UNITEDHEALTH GROUP INC
buy
+90,776
+10.98%
$509.26
40.43% $303.35
10.98%
GDXJ
VANECK JUNIOR GOLD MINERS
+72.43%
+114,376
+1.14%
$42.12
77.52% $74.77
0.00%
TAL
TAL EDUCATION GROUP- ADR
-3.30%
-76,706
-0.19%
$10.67
2.62% $10.95
5.70%
SIX
SIX FLAGS ENTERTAINMENT CORP
-3.49%
-130,219
-1.03%
$33.14
3.44% $32.00
28.34%
HOG
HARLEY-DAVIDSON INC
-3.60%
-3,017
-0.02%
$33.54
19.32% $27.06
0.00%
GOOGL
ALPHABET INC-CL A
-3.78%
-3,173
-0.14%
$182.15
9.66% $199.75
0.00%
WDC
WESTERN DIGITAL CORP
-11.22%
-98,170
-1.77%
$75.77
1.46% $74.66
0.00%
STX
SEAGATE TECHNOLOGY HOLDINGS
-12.52%
-70,148
-1.72%
$103.27
49.70% $154.60
0.00%
EDU
NEW ORIENTAL EDUCATIO-SP ADR
-17.30%
-81,766
-1.51%
$77.73
39.14% $47.31
0.00%
PDD
PINDUODUO INC-ADR
-23.00%
-75,936
-2.40%
$132.95
7.51% $122.96
0.00%
JD
JDCOM INC-ADR
-27.62%
-425,954
-2.61%
$25.84
20.67% $31.18
0.00%
BEKE
KE HOLDINGS INC-ADR
-100.00%
-667,902
-2.18%
$13.73
33.50% $18.33
0.00%
43 of 434

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.