David Jeffrey Fear Holdings Activity

Thunderbird Partners Portfolio 13F

Thunderbird Partners has disclosed a total of 12 changes to the portfolio in the latest (2023 Q3) SEC report(s): increased the number of shares of 7, bought 2 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 9 securities out of which top 5 purchases (by % change to portfolio) are (PDD) PINDUODUO INC-ADR (new buy), (BEKE) KE HOLDINGS INC-ADR (new buy), (WDC) WESTERN DIGITAL CORP (added shares +43.87%), (SIX) SIX FLAGS ENTERTAINMENT CORP (added shares +6.21%) and (GOOGL) ALPHABET INC-CL A (added shares +6.19%).

What does David Jeffrey Fear invest in?

David Jeffrey Fear's top 5 holdings (by % of portfolio) are (SIX) SIX FLAGS ENTERTAINMENT CORP (25.15%), (MU) MICRON TECHNOLOGY INC (13.4%), (PDD) PINDUODUO INC-ADR (11.98%), (WDC) WESTERN DIGITAL CORP (11.09%) and (JD) JDCOM INC-ADR (8.15%).

In the latest report(s) the following changes have been made to the top investments: (SIX) SIX FLAGS ENTERTAINMENT CORP (added shares +6.21%), (MU) MICRON TECHNOLOGY INC (reduced shares -2.88%), (PDD) PINDUODUO INC-ADR (new buy), (WDC) WESTERN DIGITAL CORP (added shares +43.87%) and (JD) JDCOM INC-ADR (reduced shares -17.67%).

2023 Q3 (12 results)
BEKE
buy
+1,268,698
+4.93%
$15.52
0.19% $15.55
4.93%
PDD
buy
+487,660
+11.98%
$98.07
46.88% $144.05
11.98%
WDC
+43.87%
+149,306
+3.38%
$45.63
4.84% $47.84
11.09%
PTON
+6.23%
+72,447
+0.18%
$5.05
22.38% $6.18
3.00%
EDU
+6.23%
+28,015
+0.41%
$58.55
33.36% $78.08
7.01%
TAL
+6.23%
+137,920
+0.31%
$9.11
24.59% $11.35
5.37%
MBC
+6.23%
+30,663
+0.09%
$12.15
18.85% $14.44
1.59%
SIX
+6.21%
+249,754
+1.47%
$23.51
6.08% $24.94
25.15%
GOOGL
+6.19%
+13,550
+0.44%
$130.86
0.21% $131.14
7.62%
MU
-2.88%
-12,473
-0.40%
$68.03
9.10% $74.22
13.40%
JD
-17.67%
-131,732
-1.75%
$29.13
9.13% $26.47
8.15%
HOG
-83.08%
-417,066
-3.46%
$33.06
3.87% $31.78
0.70%
2023 Q2 (14 results)
MU
buy
+809,153
+15.71%
$63.11
17.60% $74.22
15.71%
MBC
+552.20%
+416,465
+1.49%
$11.63
24.16% $14.44
1.76%
JD
+93.83%
+492,214
+6.89%
$34.13
22.44% $26.47
14.24%
PTON
+3.93%
+84,493
+0.20%
$7.69
19.64% $6.18
5.29%
TAL
+3.93%
+60,222
+0.15%
$5.96
90.44% $11.35
4.06%
EDU
+3.93%
+12,487
+0.21%
$39.49
97.72% $78.08
5.46%
SIX
-7.29%
-316,246
-2.53%
$25.98
4.00% $24.94
32.13%
GOOGL
-21.92%
-61,437
-2.26%
$119.70
9.56% $131.14
8.06%
HOG
-36.54%
-289,102
-3.13%
$35.21
9.74% $31.78
5.44%
WDC
-43.29%
-514,547
-6.00%
$37.93
26.13% $47.84
7.86%
YUMC
-100.00%
-133,144
-2.60%
$63.39
36.30% $40.38
0.00%
YMM
-100.00%
-662,729
-1.62%
$7.61
4.73% $7.25
0.00%
LVS
-100.00%
-502,545
-9.40%
$57.45
21.39% $45.16
0.00%
GDXJ
-100.00%
-1,115,491
-14.81%
$39.50
4.63% $37.67
0.00%
2023 Q1 (13 results)
MBC
buy
+75,419
+0.15%
$8.04
79.60% $14.44
0.15%
JD
+33.15%
+174,155
+1.92%
$43.89
39.69% $26.47
7.71%
EDU
+3.66%
+15,250
+0.15%
$38.61
102.23% $78.08
4.19%
YMM
+3.66%
+23,373
+0.05%
$7.61
4.73% $7.25
0.00%
GDXJ
+3.62%
+39,011
+0.42%
$39.50
4.63% $37.67
0.00%
TAL
+3.57%
+73,439
+0.12%
$6.41
77.07% $11.35
3.43%
PTON
+3.57%
+68,862
+0.21%
$11.34
45.50% $6.18
6.13%
LVS
+3.57%
+17,303
+0.26%
$57.45
21.39% $45.16
0.00%
SIX
+3.50%
+146,430
+0.98%
$26.71
6.63% $24.94
29.09%
YUMC
+3.42%
+4,408
+0.07%
$63.39
36.30% $40.38
0.00%
WDC
-20.07%
-298,437
-2.82%
$37.67
27.00% $47.84
11.24%
HOG
-48.94%
-758,351
-7.23%
$37.97
16.30% $31.78
7.54%
GOOGL
-52.04%
-304,174
-7.92%
$103.73
26.42% $131.14
7.30%
39 of 366

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.