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 Q1) 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: (JD) JDCOM INC-ADR (added shares +29.25%) and (GDXJ) VANECK JUNIOR GOLD MINERS (new buy).

What does David Jeffrey Fear invest in?

David Jeffrey Fear's top 5 holdings (by % of portfolio) are (SIX) SIX FLAGS ENTERTAINMENT CORP (25.19%), (WDC) WESTERN DIGITAL CORP (15.32%), (STX) SEAGATE TECHNOLOGY HOLDINGS (13.38%), (JD) JDCOM INC-ADR (10.84%) and (EDU) NEW ORIENTAL EDUCATIO-SP ADR (10.53%).

In the latest report(s) the following changes have been made to the top investments: (SIX) SIX FLAGS ENTERTAINMENT CORP (reduced shares -7.45%), (WDC) WESTERN DIGITAL CORP (reduced shares -7.45%), (STX) SEAGATE TECHNOLOGY HOLDINGS (reduced shares -11.9%), (JD) JDCOM INC-ADR (added shares +29.25%) and (EDU) NEW ORIENTAL EDUCATIO-SP ADR (reduced shares -7.45%).

2024 Q1 (12 results)
TAL
-7.45%
-187,157
-0.55%
$11.35
14.89% $13.04
6.78%
BEKE
-7.79%
-56,449
-0.20%
$13.73
33.14% $18.28
2.35%
SIX
-7.45%
-300,048
-2.03%
$26.32
0.11% $26.35
25.19%
JD
+29.25%
+349,033
+2.45%
$27.39
22.49% $33.55
10.84%
GDXJ
buy
+157,910
+1.57%
$38.74
14.38% $44.31
1.57%
HOG
-7.86%
-7,150
-0.08%
$43.74
17.01% $36.30
0.94%
WDC
-7.45%
-70,398
-1.23%
$68.24
9.70% $74.86
15.32%
MU
-100.00%
-596,984
-13.07%
$85.34
48.20% $126.47
0.00%
EDU
-7.45%
-38,016
-0.85%
$86.82
2.27% $84.85
10.53%
STX
-11.90%
-75,695
-1.81%
$93.05
4.71% $97.43
13.38%
PDD
-11.06%
-41,060
-1.22%
$116.25
21.16% $140.85
9.85%
GOOGL
-66.22%
-164,599
-6.37%
$150.93
13.56% $171.39
3.25%
2023 Q4 (13 results)
PTON
-100.00%
-2,374,338
-2.59%
$5.05
18.61% $4.11
0.00%
MBC
-100.00%
-522,547
-1.37%
$12.15
39.18% $16.91
0.00%
TAL
+6.95%
+163,336
+0.44%
$12.63
3.25% $13.04
6.85%
BEKE
-42.91%
-544,347
-1.90%
$16.21
12.77% $18.28
2.53%
SIX
-5.61%
-239,483
-1.30%
$25.08
5.06% $26.35
21.80%
JD
+6.90%
+77,034
+0.48%
$28.89
16.13% $33.55
7.44%
HOG
+7.12%
+6,050
+0.05%
$36.84
1.47% $36.30
0.72%
WDC
-2.48%
-24,033
-0.27%
$52.37
42.94% $74.86
10.68%
EDU
+6.95%
+33,177
+0.52%
$73.28
15.79% $84.85
8.07%
MU
-24.03%
-188,854
-3.48%
$85.34
48.20% $126.47
0.00%
STX
buy
+636,003
+11.71%
$85.37
14.13% $97.43
11.71%
GOOGL
+6.95%
+16,152
+0.49%
$139.69
22.69% $171.39
7.49%
PDD
-23.87%
-116,426
-3.67%
$146.31
3.73% $140.85
11.72%
2023 Q3 (12 results)
PTON
+6.23%
+139,323
+0.18%
$5.05
18.61% $4.11
0.00%
TAL
+6.23%
+137,920
+0.31%
$9.11
43.14% $13.04
5.37%
MBC
+6.23%
+30,663
+0.09%
$12.15
39.18% $16.91
0.00%
BEKE
buy
+1,268,698
+4.93%
$15.52
17.78% $18.28
4.93%
SIX
+6.21%
+249,754
+1.47%
$23.51
12.08% $26.35
25.15%
JD
-17.67%
-239,513
-1.75%
$29.13
15.17% $33.55
8.15%
HOG
-83.08%
-417,066
-3.46%
$33.06
9.80% $36.30
0.70%
WDC
+43.87%
+295,657
+3.38%
$45.63
64.06% $74.86
11.09%
EDU
+6.23%
+28,015
+0.41%
$58.55
44.92% $84.85
7.01%
MU
-2.88%
-23,315
-0.40%
$68.03
85.90% $126.47
13.40%
PDD
buy
+487,660
+11.98%
$98.07
43.62% $140.85
11.98%
GOOGL
+6.19%
+13,550
+0.44%
$130.86
30.97% $171.39
7.62%
37 of 391

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.