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)
WDC
-7.14%
-132,491
-1.41%
$44.83
55.83% $69.86
18.36%
SIX
+10.64%
+304,389
+1.57%
$21.70
10.41% $23.96
16.33%
SRPT
-100.00%
-149,547
-4.18%
$78.12
64.87% $128.80
0.00%
RVMD
buy
+173,883
+1.60%
$19.49
90.40% $37.11
0.00%
PTON
+420.68%
+1,042,820
+2.28%
$9.18
64.05% $3.30
2.82%
NFLX
-100.00%
-123,892
-11.04%
$374.59
49.36% $559.49
0.00%
LVS
-45.14%
-398,607
-3.18%
$33.59
36.20% $45.75
3.87%
KURA
buy
+266,618
+2.23%
$18.33
9.44% $20.06
0.00%
HOG
+15.87%
+429,956
+3.24%
$31.66
11.31% $35.24
23.63%
GTLB
-100.00%
-265,788
-3.44%
$54.45
1.65% $55.35
0.00%
AMZN
-33.10%
-177,144
-4.47%
$106.21
70.38% $180.96
0.00%
GOOGL
-26.22%
-124,943
-6.05%
$108.96
52.48% $166.15
17.03%
BABA
-39.92%
-125,074
-3.38%
$113.68
32.79% $76.41
0.00%
ACAD
-100.00%
-491,905
-3.99%
$24.22
29.40% $17.10
0.00%
2022 Q1 (17 results)
WDC
-10.12%
-208,724
-1.47%
$49.65
40.71% $69.86
13.07%
SPOT
-100.00%
-353,124
-11.73%
$234.03
22.31% $286.24
0.00%
SIX
+1.90%
+53,377
+0.33%
$43.50
44.92% $23.96
17.66%
SRPT
buy
+149,547
+2.49%
$78.12
64.87% $128.80
0.00%
PTON
buy
+247,889
+0.93%
$26.42
87.51% $3.30
0.93%
NFLX
buy
+123,892
+6.59%
$374.59
49.36% $559.49
0.00%
META
-100.00%
-434,191
-20.73%
$336.35
28.62% $432.62
0.00%
LVS
buy
+600,456
+4.87%
$38.87
17.70% $45.75
4.87%
IBKR
-100.00%
-925,664
-10.43%
$79.42
46.98% $116.73
0.00%
HOG
+11.11%
+270,931
+1.52%
$39.40
10.56% $35.24
15.15%
GTLB
buy
+265,788
+2.05%
$54.45
1.65% $55.35
0.00%
COIN
-100.00%
-66,454
-2.38%
$252.37
13.56% $218.16
0.00%
FUN
-100.00%
-366,385
-2.60%
$50.06
22.57% $38.76
0.00%
AMZN
buy
+371,908
+12.38%
$163.00
11.02% $180.96
12.38%
GOOGL
-12.41%
-126,160
-2.49%
$139.07
19.47% $166.15
17.58%
BABA
+1.80%
+5,529
+0.09%
$108.80
29.77% $76.41
4.84%
ACAD
buy
+491,905
+2.38%
$24.22
29.40% $17.10
0.00%
2021 Q4 (13 results)
WDC
+16.29%
+289,103
+2.17%
$65.21
7.13% $69.86
15.52%
TWTR
-100.00%
-738,167
-6.68%
$60.39
11.08% $53.70
0.00%
SPOT
+1.34%
+4,655
+0.13%
$234.03
22.31% $286.24
0.00%
SIX
+60.09%
+764,070
+5.17%
$42.58
43.73% $23.96
13.79%
RNW
-100.00%
-1,298,895
-1.95%
$10.20
43.72% $5.74
0.00%
META
+1.15%
+4,952
+0.19%
$336.35
28.62% $432.62
0.00%
IBKR
+1.42%
+12,988
+0.12%
$79.42
46.98% $116.73
0.00%
HOG
+65.89%
+716,671
+4.21%
$37.69
6.50% $35.24
10.60%
COIN
buy
+66,454
+1.93%
$252.37
13.56% $218.16
0.00%
FUN
+1.43%
+5,158
+0.03%
$50.06
22.57% $38.76
0.00%
GOOGL
+1.34%
+10,177
+0.23%
$144.85
14.70% $166.15
16.98%
BABA
-44.38%
-245,556
-3.36%
$118.79
35.68% $76.41
4.22%
ABNB
-100.00%
-102,625
-1.99%
$167.75
3.28% $162.25
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.