David Jeffrey Fear Holdings Activity

Thunderbird Partners Portfolio 13F

Thunderbird Partners has disclosed a total of 3 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 1, bought 1 totally new 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: (ILMN) ILLUMINA INC (new buy) and (UNH) UNITEDHEALTH GROUP INC (added shares +23.27%).

What does David Jeffrey Fear invest in?

David Jeffrey Fear's holdings are (UNH) UNITEDHEALTH GROUP INC (55.73%), (TAL) TAL EDUCATION GROUP- ADR (25.07%) and (ILMN) ILLUMINA INC (19.2%).

In the latest report(s) the following changes have been made to the investments: (UNH) UNITEDHEALTH GROUP INC (added shares +23.27%) and (ILMN) ILLUMINA INC (new buy).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2024 Q4 (3 results)
ILMN
ILLUMINA INC
buy
+79,941
+19.20%
$133.63
29.51% $94.20
19.20%
UNH
UNITEDHEALTH GROUP INC
+23.27%
+12,857
+10.52%
$505.86
7.80% $466.42
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%
-418,336
-14.23%
$11.84
22.04% $14.45
31.30%
UNH
UNITEDHEALTH GROUP INC
-39.13%
-35,517
-35.49%
$584.68
20.23% $466.42
55.22%
SIX
SIX FLAGS ENTERTAINMENT CORP
-94.56%
-3,404,108
-234.52%
$40.31
20.62% $32.00
0.00%
WDC
WESTERN DIGITAL CORP
-100.00%
-714,829
-100.62%
$75.77
9.32% $68.71
0.00%
HOG
HARLEY-DAVIDSON INC
-100.00%
-78,008
-4.63%
$33.54
21.23% $26.42
0.00%
PDD
PINDUODUO INC-ADR
-100.00%
-241,526
-57.77%
$132.95
1.21% $131.34
0.00%
STX
SEAGATE TECHNOLOGY HOLDINGS
-100.00%
-490,160
-86.51%
$103.27
2.34% $100.85
0.00%
JD
JDCOM INC-ADR
-100.00%
-1,116,363
-49.30%
$25.84
64.16% $42.42
0.00%
GDXJ
VANECK JUNIOR GOLD MINERS
-100.00%
-272,286
-19.60%
$42.12
19.59% $50.37
0.00%
GOOGL
ALPHABET INC-CL A
-100.00%
-80,808
-25.16%
$182.15
1.37% $179.66
0.00%
EDU
NEW ORIENTAL EDUCATIO-SP ADR
-100.00%
-390,822
-51.92%
$77.73
32.65% $52.35
0.00%
2024 Q2 (12 results)
UNH
UNITEDHEALTH GROUP INC
buy
+90,776
+10.98%
$509.26
8.41% $466.42
10.98%
GDXJ
VANECK JUNIOR GOLD MINERS
+72.43%
+114,376
+1.14%
$42.12
19.59% $50.37
0.00%
TAL
TAL EDUCATION GROUP- ADR
-3.30%
-71,720
-0.19%
$10.67
35.43% $14.45
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%
-2,911
-0.02%
$33.54
21.23% $26.42
0.00%
GOOGL
ALPHABET INC-CL A
-3.78%
-3,173
-0.14%
$182.15
1.37% $179.66
0.00%
WDC
WESTERN DIGITAL CORP
-11.22%
-90,316
-1.77%
$75.77
9.32% $68.71
0.00%
STX
SEAGATE TECHNOLOGY HOLDINGS
-12.52%
-70,148
-1.72%
$103.27
2.34% $100.85
0.00%
EDU
NEW ORIENTAL EDUCATIO-SP ADR
-17.30%
-81,766
-1.51%
$77.73
32.65% $52.35
0.00%
PDD
PINDUODUO INC-ADR
-23.00%
-72,139
-2.40%
$132.95
1.21% $131.34
0.00%
JD
JDCOM INC-ADR
-27.62%
-425,954
-2.61%
$25.84
64.16% $42.42
0.00%
BEKE
KE HOLDINGS INC-ADR
-100.00%
-667,902
-2.18%
$13.73
52.22% $20.90
0.00%
2024 Q1 (12 results)
GDXJ
VANECK JUNIOR GOLD MINERS
buy
+157,910
+1.57%
$38.74
30.02% $50.37
1.57%
JD
JDCOM INC-ADR
+29.25%
+349,033
+2.45%
$27.39
54.87% $42.42
10.84%
WDC
WESTERN DIGITAL CORP
-7.45%
-42,942
-1.23%
$68.24
0.69% $68.71
15.32%
SIX
SIX FLAGS ENTERTAINMENT CORP
-7.45%
-187,530
-2.03%
$26.32
21.58% $32.00
25.19%
EDU
NEW ORIENTAL EDUCATIO-SP ADR
-7.45%
-24,330
-0.85%
$86.82
39.70% $52.35
10.53%
TAL
TAL EDUCATION GROUP- ADR
-7.45%
-187,157
-0.55%
$11.35
27.31% $14.45
6.78%
BEKE
KE HOLDINGS INC-ADR
-7.79%
-56,449
-0.20%
$13.73
52.22% $20.90
0.00%
HOG
HARLEY-DAVIDSON INC
-7.86%
-4,683
-0.08%
$43.74
39.60% $26.42
0.94%
PDD
PINDUODUO INC-ADR
-11.06%
-41,060
-1.22%
$116.25
12.98% $131.34
9.85%
STX
SEAGATE TECHNOLOGY HOLDINGS
-11.90%
-75,695
-1.81%
$93.05
8.38% $100.85
13.38%
GOOGL
ALPHABET INC-CL A
-66.22%
-164,599
-6.37%
$150.93
19.04% $179.66
3.25%
MU
MICRON TECHNOLOGY INC
-100.00%
-396,994
-13.07%
$85.34
15.82% $98.84
0.00%
38 of 417

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.