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 Q3) SEC report(s): increased the number of shares of 4, bought 4 totally new, decreased the number of shares of 2 and completely sold out 4 position(s).

What stocks is David Jeffrey Fear buying now?

In the recent quarter David Jeffrey Fear has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (TAL) TAL EDUCATION GROUP- ADR (new buy), (YUMC) YUM CHINA HOLDINGS INC (new buy), (CRM) SALESFORCECOM INC (new buy), (SIX) SIX FLAGS ENTERTAINMENT CORP (added shares +12.23%) and (GTLB) GITLAB INC-CL A (new buy).

What does David Jeffrey Fear invest in?

David Jeffrey Fear's top 5 holdings (by % of portfolio) are (HOG) HARLEY-DAVIDSON INC (31.26%), (SIX) SIX FLAGS ENTERTAINMENT CORP (17.45%), (WDC) WESTERN DIGITAL CORP (15.31%), (GOOGL) ALPHABET INC-CL A (15.04%) and (LVS) LAS VEGAS SANDS CORP (5.18%).

In the latest report(s) the following changes have been made to the top investments: (HOG) HARLEY-DAVIDSON INC (added shares +2.89%), (SIX) SIX FLAGS ENTERTAINMENT CORP (added shares +12.23%), (WDC) WESTERN DIGITAL CORP (reduced shares -1.55%), (GOOGL) ALPHABET INC-CL A (reduced shares -15.27%) and (LVS) LAS VEGAS SANDS CORP (added shares +2.78%).

2022 Q3 (14 results)
YUMC
buy
+252,455
+3.32%
$47.33
23.32% $58.37
3.32%
TAL
buy
+2,605,592
+3.57%
$4.94
36.03% $6.72
3.57%
GTLB
buy
+119,991
+1.71%
$51.22
0.39% $51.42
1.71%
CRM
buy
+65,043
+3.29%
$143.84
18.30% $170.17
3.29%
PTON
+56.00%
+722,789
+1.39%
$6.93
123.80% $15.51
3.87%
SIX
+12.23%
+387,103
+1.90%
$17.70
64.52% $29.12
17.45%
HOG
+2.89%
+73,062
+0.88%
$34.88
42.57% $49.73
31.26%
LVS
+2.78%
+13,467
+0.14%
$37.52
53.97% $57.77
5.18%
WDC
-1.55%
-20,625
-0.24%
$32.55
32.32% $43.07
15.31%
GOOGL
-15.27%
-100,351
-2.71%
$97.37
4.04% $101.30
15.04%
KURA
-100.00%
-266,618
-2.61%
$18.33
28.48% $13.11
0.00%
RVMD
-100.00%
-173,883
-1.86%
$19.49
32.58% $25.84
0.00%
BABA
-100.00%
-188,255
-5.94%
$113.68
6.68% $106.09
0.00%
AMZN
-100.00%
-357,976
-10.55%
$106.21
4.71% $101.21
0.00%
2022 Q2 (14 results)
RVMD
buy
+173,883
+1.60%
$19.49
32.58% $25.84
0.00%
KURA
buy
+266,618
+2.23%
$18.33
28.48% $13.11
0.00%
PTON
+420.68%
+1,042,820
+2.28%
$9.18
68.95% $15.51
2.82%
HOG
+15.87%
+429,956
+3.24%
$31.66
57.07% $49.73
23.63%
SIX
+10.64%
+304,389
+1.57%
$21.70
34.19% $29.12
16.33%
WDC
-7.14%
-132,491
-1.41%
$44.83
3.93% $43.07
18.36%
GOOGL
-26.22%
-124,943
-6.05%
$108.96
7.03% $101.30
17.03%
AMZN
-33.10%
-177,144
-4.47%
$106.21
4.71% $101.21
0.00%
BABA
-39.92%
-125,074
-3.38%
$113.68
6.68% $106.09
0.00%
LVS
-45.14%
-398,607
-3.18%
$33.59
71.98% $57.77
3.87%
SRPT
-100.00%
-149,547
-4.18%
$78.12
54.91% $121.02
0.00%
ACAD
-100.00%
-491,905
-3.99%
$24.22
17.26% $20.04
0.00%
GTLB
-100.00%
-265,788
-3.44%
$54.45
5.56% $51.42
0.00%
NFLX
-100.00%
-123,892
-11.04%
$374.59
3.92% $359.91
0.00%
2022 Q1 (17 results)
SRPT
buy
+149,547
+2.49%
$78.12
54.91% $121.02
0.00%
LVS
buy
+600,456
+4.87%
$38.87
48.62% $57.77
4.87%
AMZN
buy
+371,908
+12.38%
$163.00
37.91% $101.21
12.38%
ACAD
buy
+491,905
+2.38%
$24.22
17.26% $20.04
0.00%
NFLX
buy
+123,892
+6.59%
$374.59
3.92% $359.91
0.00%
GTLB
buy
+265,788
+2.05%
$54.45
5.56% $51.42
0.00%
PTON
buy
+247,889
+0.93%
$26.42
41.29% $15.51
0.93%
HOG
+11.11%
+270,931
+1.52%
$39.40
26.22% $49.73
15.15%
SIX
+1.90%
+53,377
+0.33%
$43.50
33.06% $29.12
17.66%
BABA
+1.80%
+5,529
+0.09%
$108.80
2.49% $106.09
4.84%
WDC
-10.12%
-208,724
-1.47%
$49.65
13.25% $43.07
13.07%
GOOGL
-12.41%
-126,160
-2.49%
$139.07
27.16% $101.30
17.58%
IBKR
-100.00%
-925,664
-10.43%
$79.42
8.07% $85.83
0.00%
META
-100.00%
-434,191
-20.73%
$336.35
43.70% $189.37
0.00%
FUN
-100.00%
-366,385
-2.60%
$50.06
11.84% $44.13
0.00%
SPOT
-100.00%
-353,124
-11.73%
$234.03
46.71% $124.71
0.00%
COIN
-100.00%
-66,454
-2.38%
$252.37
72.18% $70.22
0.00%
45 of 313

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.