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%).

2022 Q2 (14 results)
RVMD
buy
+344,324
+1.60%
$19.49
84.50% $35.96
0.00%
AMZN
-33.10%
-177,144
-4.47%
$106.21
69.12% $179.62
0.00%
SRPT
-100.00%
-224,883
-4.18%
$78.12
64.83% $128.77
0.00%
WDC
-7.14%
-132,491
-1.41%
$44.83
59.18% $71.36
18.36%
GOOGL
-26.22%
-233,540
-6.05%
$108.96
57.80% $171.95
17.03%
NFLX
-100.00%
-123,892
-11.04%
$374.59
49.82% $561.23
0.00%
LVS
-45.14%
-398,607
-3.18%
$33.59
35.30% $45.45
3.87%
HOG
+15.87%
+429,956
+3.24%
$31.66
9.76% $34.75
23.63%
SIX
+10.64%
+304,389
+1.57%
$21.70
9.35% $23.73
16.33%
KURA
buy
+512,727
+2.23%
$18.33
7.20% $19.65
0.00%
GTLB
-100.00%
-265,788
-3.44%
$54.45
1.86% $55.46
0.00%
ACAD
-100.00%
-692,825
-3.99%
$24.22
31.01% $16.71
0.00%
BABA
-39.92%
-125,074
-3.38%
$113.68
33.54% $75.55
0.00%
PTON
+420.68%
+1,042,820
+2.28%
$9.18
65.58% $3.16
2.82%
2022 Q1 (17 results)
SRPT
buy
+224,883
+2.49%
$78.12
64.83% $128.77
0.00%
NFLX
buy
+123,892
+6.59%
$374.59
49.82% $561.23
0.00%
IBKR
-100.00%
-925,664
-10.43%
$79.42
46.25% $116.15
0.00%
WDC
-10.12%
-208,724
-1.47%
$49.65
43.73% $71.36
13.07%
META
-100.00%
-434,191
-20.73%
$336.35
31.79% $443.29
0.00%
SPOT
-100.00%
-353,124
-11.73%
$234.03
23.74% $289.59
0.00%
GOOGL
-12.41%
-126,160
-2.49%
$139.07
23.65% $171.95
17.58%
LVS
buy
+883,024
+4.87%
$38.87
16.93% $45.45
4.87%
AMZN
buy
+535,120
+12.38%
$163.00
10.20% $179.62
12.38%
GTLB
buy
+265,788
+2.05%
$54.45
1.86% $55.46
0.00%
COIN
-100.00%
-66,454
-2.38%
$252.37
6.36% $236.32
0.00%
HOG
+11.11%
+270,931
+1.52%
$39.40
11.80% $34.75
15.15%
FUN
-100.00%
-366,385
-2.60%
$50.06
23.45% $38.32
0.00%
BABA
+1.80%
+5,529
+0.09%
$108.80
30.56% $75.55
4.84%
ACAD
buy
+692,825
+2.38%
$24.22
31.01% $16.71
0.00%
SIX
+1.90%
+53,377
+0.33%
$43.50
45.45% $23.73
17.66%
PTON
buy
+247,889
+0.93%
$26.42
88.04% $3.16
0.93%
2021 Q4 (13 results)
IBKR
+1.42%
+12,988
+0.12%
$79.42
46.25% $116.15
0.00%
META
+1.15%
+4,952
+0.19%
$336.35
31.79% $443.29
0.00%
SPOT
+1.34%
+4,655
+0.13%
$234.03
23.74% $289.59
0.00%
GOOGL
+1.34%
+13,480
+0.23%
$144.85
18.71% $171.95
16.98%
WDC
+16.29%
+289,103
+2.17%
$65.21
9.43% $71.36
15.52%
ABNB
-100.00%
-102,625
-1.99%
$167.75
2.10% $164.23
0.00%
COIN
buy
+66,454
+1.93%
$252.37
6.36% $236.32
0.00%
HOG
+65.89%
+968,475
+4.21%
$37.69
7.80% $34.75
10.60%
TWTR
-100.00%
-958,659
-6.68%
$60.39
11.08% $53.70
0.00%
FUN
+1.43%
+5,158
+0.03%
$50.06
23.45% $38.32
0.00%
BABA
-44.38%
-245,556
-3.36%
$118.79
36.40% $75.55
4.22%
SIX
+60.09%
+1,053,890
+5.17%
$42.58
44.27% $23.73
13.79%
RNW
-100.00%
-1,654,644
-1.95%
$10.20
45.98% $5.51
0.00%
44 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.