David Jeffrey Fear Holdings Activity

Thunderbird Partners Portfolio 13F

Thunderbird Partners has disclosed a total of 13 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 5, bought 1 totally new, decreased the number of shares of 5 and completely sold out 2 position(s).

What stocks is David Jeffrey Fear buying now?

In the recent quarter David Jeffrey Fear has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (STX) SEAGATE TECHNOLOGY HOLDINGS (new buy), (EDU) NEW ORIENTAL EDUCATIO-SP ADR (added shares +6.95%), (GOOGL) ALPHABET INC-CL A (added shares +6.95%), (JD) JDCOM INC-ADR (added shares +6.9%) and (TAL) TAL EDUCATION GROUP- ADR (added shares +6.95%).

What does David Jeffrey Fear invest in?

David Jeffrey Fear's top 5 holdings (by % of portfolio) are (SIX) SIX FLAGS ENTERTAINMENT CORP (21.8%), (PDD) PINDUODUO INC-ADR (11.72%), (STX) SEAGATE TECHNOLOGY HOLDINGS (11.71%), (MU) MICRON TECHNOLOGY INC (10.99%) and (WDC) WESTERN DIGITAL CORP (10.68%).

In the latest report(s) the following changes have been made to the top investments: (SIX) SIX FLAGS ENTERTAINMENT CORP (reduced shares -5.61%), (PDD) PINDUODUO INC-ADR (reduced shares -23.87%), (STX) SEAGATE TECHNOLOGY HOLDINGS (new buy), (MU) MICRON TECHNOLOGY INC (reduced shares -24.03%) and (WDC) WESTERN DIGITAL CORP (reduced shares -2.48%).

2019 Q1 (8 results)
BKNG
-75.92%
-59,945
-13.90%
$1,744.92
116.22% $3,772.85
4.41%
NOW
-100.00%
-136,968
-3.24%
$178.05
305.29% $721.62
0.00%
META
-16.76%
-209,988
-4.65%
$166.69
183.07% $471.85
23.09%
TIF
+0.22%
+2,519
+0.04%
$105.55
-
15.93%
FMC
+0.23%
+6,597
+0.07%
$76.82
13.73% $66.27
29.84%
GOOGL
+0.23%
+5,960
+0.05%
$58.84
189.47% $170.34
20.68%
CF
+0.22%
+2,361
+0.01%
$40.88
81.95% $74.38
5.74%
OIH
-100.00%
-1,468,925
-2.74%
$14.03
2K+% $325.42
0.00%
2018 Q4 (8 results)
BKNG
+234.78%
+55,374
+11.37%
$1,722.43
119.04% $3,772.85
16.21%
NOW
buy
+136,968
+2.91%
$178.05
305.29% $721.62
0.00%
META
+33.99%
+317,768
+4.96%
$131.09
259.94% $471.85
19.57%
TIF
+60.94%
+429,092
+4.12%
$80.51
-
10.87%
GOOGL
+12.49%
+293,060
+1.82%
$52.25
226.02% $170.34
16.43%
CF
+28.63%
+234,704
+1.22%
$43.51
70.95% $74.38
5.47%
FWONK
-100.00%
-2,503,597
-11.10%
$37.19
88.30% $70.03
0.00%
CMCSA
-100.00%
-3,646,842
-15.39%
$35.41
12.11% $39.70
0.00%
2018 Q3 (10 results)
BKNG
+0.43%
+100
+0.02%
$1,984.02
90.16% $3,772.85
4.70%
META
+162.32%
+578,553
+9.56%
$164.46
186.91% $471.85
15.45%
TIF
+61.42%
+267,923
+3.47%
$128.97
-
9.12%
FMC
+53.79%
+1,020,274
+8.93%
$87.18
23.98% $66.27
25.54%
GOOGL
+0.35%
+8,280
+0.05%
$60.35
182.23% $170.34
14.22%
CF
-49.05%
-788,958
-4.31%
$54.44
36.63% $74.38
4.48%
FWONK
+0.36%
+8,900
+0.03%
$37.19
88.30% $70.03
0.00%
CMCSA
+0.36%
+12,923
+0.05%
$35.41
12.11% $39.70
0.00%
INTEQ
buy
+147,000
+0.44%
$30.00
100.00% $0.00
0.44%
OIH
+0.38%
+5,500
+0.01%
$25.19
1K+% $325.42
3.72%
2018 Q2 (9 results)
NBR
-100.00%
-109,159
-4.79%
$349.50
78.47% $75.24
0.00%
META
buy
+356,421
+8.69%
$194.32
142.82% $471.85
8.69%
TIF
buy
+436,234
+7.20%
$131.60
-
7.20%
FMC
buy
+1,896,682
+21.22%
$89.21
25.71% $66.27
21.22%
BAX
-100.00%
-293,177
-2.39%
$65.04
45.82% $35.24
0.00%
GOOGL
+7.81%
+169,340
+1.20%
$56.46
201.70% $170.34
16.56%
CF
buy
+1,608,639
+8.96%
$44.40
67.52% $74.38
8.96%
BAC
-100.00%
-3,393,460
-12.77%
$29.99
28.34% $38.49
0.00%
COTY
-100.00%
-5,046,220
-11.58%
$18.30
40.16% $10.95
0.00%
2018 Q1 (12 results)
BKNG
buy
+23,485
+7.53%
$2,080.39
81.35% $3,772.85
7.53%
PCLN
-100.00%
-23,448
-6.28%
$1,737.76
-
0.00%
NBR
+0.16%
+172
+0.01%
$349.50
78.47% $75.24
0.00%
BAX
-16.88%
-59,531
-0.60%
$65.04
45.82% $35.24
0.00%
GOOGL
+0.17%
+3,700
+0.03%
$51.86
228.48% $170.34
17.34%
RSPP
-100.00%
-229,546
-1.44%
$40.68
-
0.00%
CMCSA
+6.07%
+207,913
+1.10%
$34.17
16.18% $39.70
19.14%
FWONK
+0.17%
+4,300
+0.02%
$30.85
127.00% $70.03
11.86%
BAC
-18.89%
-790,112
-3.65%
$29.99
28.34% $38.49
0.00%
OIH
+2.55%
+36,325
+0.13%
$23.87
1K+% $325.42
5.38%
COTY
-13.92%
-815,879
-2.30%
$18.30
40.16% $10.95
0.00%
ECA
-100.00%
-4,966,839
-12.84%
$16.77
-
0.00%
47 of 379

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.