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%).

2021 Q3 (16 results)
IBKR
+2.63%
+23,408
+0.17%
$62.34
86.32% $116.15
6.82%
KEX
-100.00%
-1,674,876
-14.41%
$60.64
84.70% $112.00
0.00%
META
-16.89%
-69,808
-3.55%
$339.39
30.61% $443.29
17.46%
GOOGL
-9.39%
-103,940
-1.67%
$133.68
28.63% $171.95
16.07%
SPOT
+2.70%
+9,166
+0.25%
$225.34
28.51% $289.59
9.41%
WDC
-1.84%
-33,309
-0.23%
$56.44
26.44% $71.36
12.00%
JPM
-100.00%
-300,113
-5.59%
$155.54
24.40% $193.49
0.00%
ABNB
+2.63%
+2,625
+0.05%
$167.75
2.10% $164.23
0.00%
HOG
-7.95%
-126,961
-0.56%
$36.61
5.08% $34.75
6.45%
BAC
-100.00%
-1,128,231
-5.58%
$41.23
8.25% $37.83
0.00%
TWTR
buy
+738,167
+6.94%
$60.39
11.08% $53.70
0.00%
FUN
-23.95%
-113,737
-0.63%
$46.38
17.38% $38.32
2.01%
SIX
+61.48%
+667,743
+3.40%
$42.50
44.16% $23.73
8.93%
RNW
buy
+1,298,895
+2.02%
$10.20
45.98% $5.51
0.00%
BABA
-5.52%
-26,346
-0.57%
$148.05
48.97% $75.55
9.82%
RMGB
-100.00%
-1,611,956
-1.92%
$9.95
-
0.00%
2021 Q2 (15 results)
KEX
-8.30%
-151,613
-0.98%
$60.64
84.70% $112.00
0.00%
IBKR
-22.79%
-262,489
-1.55%
$65.73
76.71% $116.15
5.25%
GOOGL
-11.64%
-145,820
-1.60%
$122.09
40.84% $171.95
12.13%
CLNY
-100.00%
-1,791,484
-1.04%
$6.48
31.17% $8.50
0.00%
META
-21.80%
-143,951
-4.49%
$347.71
27.49% $443.29
16.12%
JPM
-45.03%
-245,808
-3.43%
$155.54
24.40% $193.49
0.00%
ABNB
+509.68%
+74,402
+1.15%
$153.14
7.24% $164.23
1.37%
SPOT
buy
+281,621
+8.39%
$275.59
5.08% $289.59
8.39%
WDC
-13.38%
-279,324
-1.78%
$71.17
0.27% $71.36
11.54%
BAC
-45.82%
-954,318
-3.53%
$41.23
8.25% $37.83
0.00%
HOG
-29.62%
-577,907
-2.76%
$45.82
24.16% $34.75
6.57%
EDU
-100.00%
-119,055
-1.50%
$140.00
40.53% $83.26
0.00%
SIX
-8.16%
-96,477
-0.37%
$43.28
45.17% $23.73
4.22%
BABA
+19.64%
+96,129
+1.96%
$226.80
66.69% $75.55
11.92%
TAL
-100.00%
-310,421
-1.50%
$53.85
75.10% $13.41
0.00%
31 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.