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
2023 Q4 (13 results)
STX
SEAGATE TECHNOLOGY HOLDINGS
buy
+636,003
+11.71%
$85.37
0.97% $84.54
11.71%
HOG
HARLEY-DAVIDSON INC
+7.12%
+6,050
+0.05%
$36.84
31.98% $25.06
0.72%
EDU
NEW ORIENTAL EDUCATIO-SP ADR
+6.95%
+33,177
+0.52%
$73.28
34.58% $47.94
8.07%
TAL
TAL EDUCATION GROUP- ADR
+6.95%
+163,336
+0.44%
$12.63
4.43% $13.19
6.85%
GOOGL
ALPHABET INC-CL A
+6.95%
+16,152
+0.49%
$139.69
12.44% $157.07
7.49%
JD
JDCOM INC-ADR
+6.90%
+77,034
+0.48%
$28.89
43.03% $41.32
7.44%
WDC
WESTERN DIGITAL CORP
-2.48%
-24,033
-0.27%
$52.37
21.92% $40.89
10.68%
SIX
SIX FLAGS ENTERTAINMENT CORP
-5.61%
-239,483
-1.30%
$25.08
27.59% $32.00
21.80%
PDD
PINDUODUO INC-ADR
-23.87%
-116,426
-3.67%
$146.31
16.49% $122.19
11.72%
MU
MICRON TECHNOLOGY INC
-24.03%
-188,854
-3.48%
$85.34
3.95% $88.71
0.00%
BEKE
KE HOLDINGS INC-ADR
-42.91%
-544,347
-1.90%
$16.21
25.66% $20.37
2.53%
MBC
MASTERBRAND INC
-100.00%
-522,547
-1.37%
$12.15
7.00% $13.00
0.00%
PTON
PELOTON INTERACTIVE INC-A
-100.00%
-2,374,338
-2.59%
$5.05
23.17% $6.22
0.00%
2023 Q3 (12 results)
BEKE
KE HOLDINGS INC-ADR
buy
+1,268,698
+4.93%
$15.52
31.25% $20.37
4.93%
PDD
PINDUODUO INC-ADR
buy
+487,660
+11.98%
$98.07
24.59% $122.19
11.98%
WDC
WESTERN DIGITAL CORP
+43.87%
+295,657
+3.38%
$45.63
10.39% $40.89
11.09%
MBC
MASTERBRAND INC
+6.23%
+30,663
+0.09%
$12.15
7.00% $13.00
0.00%
PTON
PELOTON INTERACTIVE INC-A
+6.23%
+139,323
+0.18%
$5.05
23.17% $6.22
0.00%
EDU
NEW ORIENTAL EDUCATIO-SP ADR
+6.23%
+28,015
+0.41%
$58.55
18.12% $47.94
7.01%
TAL
TAL EDUCATION GROUP- ADR
+6.23%
+137,920
+0.31%
$9.11
44.79% $13.19
5.37%
SIX
SIX FLAGS ENTERTAINMENT CORP
+6.21%
+249,754
+1.47%
$23.51
36.11% $32.00
25.15%
GOOGL
ALPHABET INC-CL A
+6.19%
+13,550
+0.44%
$130.86
20.03% $157.07
7.62%
MU
MICRON TECHNOLOGY INC
-2.88%
-23,315
-0.40%
$68.03
30.40% $88.71
13.40%
JD
JDCOM INC-ADR
-17.67%
-239,513
-1.75%
$29.13
41.85% $41.32
8.15%
HOG
HARLEY-DAVIDSON INC
-83.08%
-417,066
-3.46%
$33.06
24.20% $25.06
0.70%
2023 Q2 (14 results)
MU
MICRON TECHNOLOGY INC
buy
+809,153
+15.71%
$63.11
40.56% $88.71
15.71%
MBC
MASTERBRAND INC
+552.20%
+416,465
+1.49%
$11.63
11.78% $13.00
1.76%
JD
JDCOM INC-ADR
+93.83%
+656,286
+6.89%
$34.13
21.07% $41.32
14.24%
TAL
TAL EDUCATION GROUP- ADR
+3.93%
+83,643
+0.15%
$5.96
121.31% $13.19
4.06%
EDU
NEW ORIENTAL EDUCATIO-SP ADR
+3.93%
+16,990
+0.21%
$39.49
21.40% $47.94
5.46%
PTON
PELOTON INTERACTIVE INC-A
+3.93%
+84,493
+0.20%
$7.69
19.12% $6.22
5.29%
SIX
SIX FLAGS ENTERTAINMENT CORP
-7.29%
-316,246
-2.53%
$25.98
23.17% $32.00
32.13%
GOOGL
ALPHABET INC-CL A
-21.92%
-61,437
-2.26%
$119.70
31.22% $157.07
8.06%
HOG
HARLEY-DAVIDSON INC
-36.54%
-289,102
-3.13%
$35.21
28.83% $25.06
5.44%
WDC
WESTERN DIGITAL CORP
-43.29%
-514,547
-6.00%
$37.93
7.80% $40.89
7.86%
YMM
FULL TRUCK ALLIANCE -SPN ADR
-100.00%
-690,343
-1.62%
$7.61
68.07% $12.79
0.00%
LVS
LAS VEGAS SANDS CORP
-100.00%
-531,794
-9.40%
$57.45
31.85% $39.15
0.00%
GDXJ
VANECK JUNIOR GOLD MINERS
-100.00%
-1,219,116
-14.81%
$39.50
44.08% $56.91
0.00%
YUMC
YUM CHINA HOLDINGS INC
-100.00%
-133,144
-2.60%
$63.39
16.47% $52.95
0.00%
39 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.