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
2022 Q2 (14 results)
RVMD
REVOLUTION MEDICINES INC
buy
+344,324
+1.60%
$19.49
72.50% $33.62
0.00%
KURA
KURA ONCOLOGY INC
buy
+512,727
+2.23%
$18.33
65.19% $6.38
0.00%
PTON
PELOTON INTERACTIVE INC-A
+420.68%
+1,042,820
+2.28%
$9.18
32.25% $6.22
2.82%
HOG
HARLEY-DAVIDSON INC
+15.87%
+429,956
+3.24%
$31.66
20.85% $25.06
23.63%
SIX
SIX FLAGS ENTERTAINMENT CORP
+10.64%
+304,389
+1.57%
$21.70
47.47% $32.00
16.33%
WDC
WESTERN DIGITAL CORP
-7.14%
-132,491
-1.41%
$44.83
8.79% $40.89
18.36%
GOOGL
ALPHABET INC-CL A
-26.22%
-233,540
-6.05%
$108.96
44.15% $157.07
17.03%
AMZN
AMAZONCOM INC
-33.10%
-177,144
-4.47%
$106.21
80.93% $192.17
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-39.92%
-125,074
-3.38%
$113.68
16.73% $132.70
0.00%
LVS
LAS VEGAS SANDS CORP
-45.14%
-398,607
-3.18%
$33.59
16.55% $39.15
3.87%
SRPT
SAREPTA THERAPEUTICS INC
-100.00%
-224,883
-4.18%
$78.12
20.75% $61.91
0.00%
ACAD
ACADIA PHARMACEUTICALS INC
-100.00%
-692,825
-3.99%
$24.22
32.62% $16.32
0.00%
GTLB
GITLAB INC-CL A
-100.00%
-265,788
-3.44%
$54.45
12.49% $47.65
0.00%
NFLX
NETFLIX INC
-100.00%
-123,892
-11.04%
$374.59
147.84% $928.38
0.00%
2022 Q1 (17 results)
PTON
PELOTON INTERACTIVE INC-A
buy
+247,889
+0.93%
$26.42
76.46% $6.22
0.93%
SRPT
SAREPTA THERAPEUTICS INC
buy
+224,883
+2.49%
$78.12
20.75% $61.91
0.00%
LVS
LAS VEGAS SANDS CORP
buy
+883,024
+4.87%
$38.87
0.72% $39.15
4.87%
AMZN
AMAZONCOM INC
buy
+535,120
+12.38%
$163.00
17.90% $192.17
12.38%
ACAD
ACADIA PHARMACEUTICALS INC
buy
+692,825
+2.38%
$24.22
32.62% $16.32
0.00%
NFLX
NETFLIX INC
buy
+123,892
+6.59%
$374.59
147.84% $928.38
0.00%
GTLB
GITLAB INC-CL A
buy
+265,788
+2.05%
$54.45
12.49% $47.65
0.00%
HOG
HARLEY-DAVIDSON INC
+11.11%
+270,931
+1.52%
$39.40
36.40% $25.06
15.15%
SIX
SIX FLAGS ENTERTAINMENT CORP
+1.90%
+53,377
+0.33%
$43.50
26.44% $32.00
17.66%
BABA
ALIBABA GROUP HOLDING-SP ADR
+1.80%
+5,529
+0.09%
$108.80
21.97% $132.70
4.84%
WDC
WESTERN DIGITAL CORP
-10.12%
-208,724
-1.47%
$49.65
17.64% $40.89
13.07%
GOOGL
ALPHABET INC-CL A
-12.41%
-126,160
-2.49%
$139.07
12.95% $157.07
17.58%
IBKR
INTERACTIVE BROKERS GRO-CL A
-100.00%
-925,664
-10.43%
$79.42
117.93% $173.08
0.00%
META
META PLATFORMS INC-CLASS A
-100.00%
-434,191
-20.73%
$336.35
74.22% $586.00
0.00%
FUN
CEDAR FAIR LP
-100.00%
-366,385
-2.60%
$50.06
27.85% $36.12
0.00%
SPOT
SPOTIFY TECHNOLOGY SA
-100.00%
-353,124
-11.73%
$234.03
135.75% $551.73
0.00%
COIN
COINBASE GLOBAL INC -CLASS A
-100.00%
-66,454
-2.38%
$252.37
30.85% $174.52
0.00%
2021 Q4 (13 results)
COIN
COINBASE GLOBAL INC -CLASS A
buy
+66,454
+1.93%
$252.37
30.85% $174.52
0.00%
HOG
HARLEY-DAVIDSON INC
+65.89%
+968,475
+4.21%
$37.69
33.51% $25.06
10.60%
SIX
SIX FLAGS ENTERTAINMENT CORP
+60.09%
+1,053,890
+5.17%
$42.58
24.85% $32.00
13.79%
WDC
WESTERN DIGITAL CORP
+16.29%
+289,103
+2.17%
$65.21
37.29% $40.89
15.52%
FUN
CEDAR FAIR LP
+1.43%
+5,158
+0.03%
$50.06
27.85% $36.12
0.00%
IBKR
INTERACTIVE BROKERS GRO-CL A
+1.42%
+12,988
+0.12%
$79.42
117.93% $173.08
0.00%
SPOT
SPOTIFY TECHNOLOGY SA
+1.34%
+4,655
+0.13%
$234.03
135.75% $551.73
0.00%
GOOGL
ALPHABET INC-CL A
+1.34%
+13,480
+0.23%
$144.85
8.43% $157.07
16.98%
META
META PLATFORMS INC-CLASS A
+1.15%
+4,952
+0.19%
$336.35
74.22% $586.00
0.00%
BABA
ALIBABA GROUP HOLDING-SP ADR
-44.38%
-245,556
-3.36%
$118.79
11.71% $132.70
4.22%
TWTR
TWITTER INC
-100.00%
-958,659
-6.68%
$60.39
11.08% $53.70
0.00%
ABNB
AIRBNB INC-CLASS A
-100.00%
-102,625
-1.99%
$167.75
27.76% $121.18
0.00%
RNW
RENEW ENERGY GLOBAL PLC-A
-100.00%
-1,654,644
-1.95%
$10.20
42.74% $5.84
0.00%
44 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.