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%).

2023 Q1 (13 results)
YUMC
+3.42%
+4,408
+0.07%
$63.39
36.60% $40.19
0.00%
WDC
-20.07%
-298,437
-2.82%
$37.67
84.58% $69.53
11.24%
GDXJ
+3.62%
+39,011
+0.42%
$39.50
7.80% $42.58
0.00%
TAL
+3.57%
+73,439
+0.12%
$6.41
97.66% $12.67
3.43%
SIX
+3.50%
+146,430
+0.98%
$26.71
10.52% $23.90
29.09%
PTON
+3.57%
+68,862
+0.21%
$11.34
71.16% $3.27
6.13%
EDU
+3.66%
+15,250
+0.15%
$38.61
113.60% $82.47
4.19%
MBC
buy
+75,419
+0.15%
$8.04
112.56% $17.09
0.15%
LVS
+3.57%
+17,303
+0.26%
$57.45
20.37% $45.75
0.00%
JD
+33.15%
+174,155
+1.92%
$43.89
31.90% $29.89
7.71%
HOG
-48.94%
-758,351
-7.23%
$37.97
7.32% $35.19
7.54%
YMM
+3.66%
+23,373
+0.05%
$7.61
16.69% $8.88
0.00%
GOOGL
-52.04%
-304,174
-7.92%
$103.73
60.19% $166.16
7.30%
2022 Q4 (14 results)
YUMC
-49.01%
-123,719
-1.63%
$54.65
26.46% $40.19
1.70%
WDC
-12.31%
-181,540
-1.59%
$31.55
120.38% $69.53
11.32%
GDXJ
buy
+1,176,481
+10.12%
$35.65
19.44% $42.58
10.12%
TAL
-21.11%
-550,161
-0.94%
$7.05
79.72% $12.67
3.50%
SIX
+17.93%
+563,812
+3.57%
$23.25
2.80% $23.90
23.51%
CRM
-100.00%
-65,043
-2.86%
$143.84
91.09% $274.87
0.00%
PTON
+3.13%
+62,978
+0.12%
$7.94
58.82% $3.27
3.98%
EDU
buy
+417,172
+3.51%
$34.82
136.85% $82.47
3.51%
LVS
+3.13%
+14,039
+0.18%
$48.07
4.83% $45.75
5.96%
JD
buy
+525,322
+7.12%
$56.13
46.75% $29.89
7.12%
HOG
-52.03%
-1,680,569
-16.87%
$41.60
15.41% $35.19
15.56%
GTLB
-100.00%
-119,991
-1.48%
$51.22
8.10% $55.37
0.00%
YMM
buy
+609,386
+1.29%
$8.00
11.00% $8.88
1.29%
GOOGL
+4.98%
+27,740
+0.59%
$88.23
88.33% $166.16
12.45%
2022 Q3 (14 results)
YUMC
buy
+252,455
+3.32%
$47.33
15.09% $40.19
3.32%
WDC
-1.55%
-20,625
-0.24%
$32.55
113.61% $69.53
15.31%
TAL
buy
+2,605,592
+3.57%
$4.94
156.47% $12.67
3.57%
SIX
+12.23%
+387,103
+1.90%
$17.70
35.03% $23.90
17.45%
CRM
buy
+65,043
+3.29%
$143.84
91.09% $274.87
0.00%
RVMD
-100.00%
-173,883
-1.86%
$19.49
89.32% $36.90
0.00%
PTON
+56.00%
+722,789
+1.39%
$6.93
52.82% $3.27
3.87%
LVS
+2.78%
+13,467
+0.14%
$37.52
21.93% $45.75
5.18%
KURA
-100.00%
-266,618
-2.61%
$18.33
9.22% $20.02
0.00%
HOG
+2.89%
+73,062
+0.88%
$34.88
0.89% $35.19
31.26%
GTLB
buy
+119,991
+1.71%
$51.22
8.10% $55.37
0.00%
AMZN
-100.00%
-357,976
-10.55%
$106.21
69.85% $180.40
0.00%
GOOGL
-15.27%
-100,351
-2.71%
$97.37
70.65% $166.16
15.04%
BABA
-100.00%
-188,255
-5.94%
$113.68
32.78% $76.42
0.00%
41 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.