David Jeffrey Fear Holdings Activity

Thunderbird Partners Portfolio 13F

Thunderbird Partners has disclosed a total of 12 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 9 and completely sold out 1 position(s).

What stocks is David Jeffrey Fear buying now?

In the recent quarter David Jeffrey Fear has purchased 2 securities: (JD) JDCOM INC-ADR (added shares +29.25%) and (GDXJ) VANECK JUNIOR GOLD MINERS (new buy).

What does David Jeffrey Fear invest in?

David Jeffrey Fear's top 5 holdings (by % of portfolio) are (SIX) SIX FLAGS ENTERTAINMENT CORP (25.19%), (WDC) WESTERN DIGITAL CORP (15.32%), (STX) SEAGATE TECHNOLOGY HOLDINGS (13.38%), (JD) JDCOM INC-ADR (10.84%) and (EDU) NEW ORIENTAL EDUCATIO-SP ADR (10.53%).

In the latest report(s) the following changes have been made to the top investments: (SIX) SIX FLAGS ENTERTAINMENT CORP (reduced shares -7.45%), (WDC) WESTERN DIGITAL CORP (reduced shares -7.45%), (STX) SEAGATE TECHNOLOGY HOLDINGS (reduced shares -11.9%), (JD) JDCOM INC-ADR (added shares +29.25%) and (EDU) NEW ORIENTAL EDUCATIO-SP ADR (reduced shares -7.45%).

2020 Q3 (14 results)
WDC
buy
+1,032,136
+8.17%
$36.55
107.09% $75.69
8.17%
TPR
-100.00%
-3,821,882
-6.10%
$13.28
221.31% $42.67
0.00%
TTWO
-100.00%
-290,732
-7.93%
$139.57
6.10% $148.08
0.00%
SIX
buy
+2,708,443
+6.61%
$20.30
30.15% $26.42
6.61%
MSFT
-63.58%
-359,320
-9.08%
$210.33
101.15% $423.08
0.00%
META
-26.59%
-119,889
-6.45%
$261.90
83.86% $481.54
17.81%
JPM
buy
+325,198
+6.60%
$96.27
109.94% $202.11
6.60%
IBKR
buy
+1,531,734
+8.90%
$48.33
152.45% $122.01
8.90%
HUYA
buy
+2,875,861
+8.28%
$23.95
76.70% $5.58
0.00%
HLT
-100.00%
-582,015
-5.14%
$73.45
178.52% $204.57
0.00%
CLNY
buy
+3,822,885
+1.25%
$2.73
211.37% $8.50
1.25%
BAC
buy
+1,614,393
+4.67%
$24.09
61.52% $38.91
4.67%
GOOGL
-13.90%
-183,072
-2.69%
$73.28
135.41% $172.51
16.65%
BABA
+0.74%
+3,308
+0.12%
$293.98
72.45% $80.99
15.86%
2020 Q2 (8 results)
TPR
buy
+3,821,882
+7.24%
$13.28
221.31% $42.67
0.00%
TTWO
-24.75%
-95,618
-3.09%
$139.57
6.10% $148.08
0.00%
META
-19.71%
-119,223
-6.13%
$227.07
112.07% $481.54
24.96%
INTEQ
-100.00%
-147,600
-0.03%
$1.53
100.00% $0.00
0.00%
HLT
buy
+582,015
+6.10%
$73.45
178.52% $204.57
0.00%
CF
-100.00%
-1,058,691
-4.11%
$27.20
175.08% $74.82
0.00%
ANTM
-100.00%
-270,095
-8.74%
$227.04
112.55% $482.58
0.00%
GOOGL
-6.49%
-152,280
-1.54%
$70.90
143.31% $172.51
22.19%
2020 Q1 (9 results)
TTWO
+44.02%
+123,850
+3.56%
$118.61
24.85% $148.08
11.66%
MSFT
buy
+565,153
+13.94%
$157.71
168.27% $423.08
13.94%
META
-13.94%
-102,657
-4.06%
$166.80
188.69% $481.54
25.05%
INTEQ
+0.41%
+600
+0.00%
$1.53
100.00% $0.00
0.00%
FMC
-100.00%
-252,299
-3.94%
$99.82
35.96% $63.92
0.00%
CF
+0.45%
+4,774
+0.02%
$27.20
175.08% $74.82
0.00%
ANTM
+2.61%
+6,869
+0.24%
$227.04
112.55% $482.58
0.00%
GOOGL
-14.19%
-262,143
-3.53%
$58.10
196.93% $172.51
21.34%
BABA
buy
+445,732
+13.87%
$198.97
59.29% $80.99
13.87%
2019 Q4 (6 results)
TIF
-100.00%
-1,001,464
-20.73%
$92.63
-
0.00%
TTWO
-0.05%
-224
-0.00%
$122.43
20.95% $148.08
8.59%
META
-0.05%
-572
-0.02%
$205.25
134.61% $481.54
36.83%
FMC
-83.45%
-1,272,256
-20.43%
$99.82
35.96% $63.92
0.00%
ANTM
buy
+263,226
+12.79%
$302.03
59.78% $482.58
12.79%
GOOGL
-0.05%
-1,400
-0.02%
$66.97
157.60% $172.51
29.47%
2019 Q3 (7 results)
TIF
+15.95%
+137,774
+2.40%
$92.63
-
0.00%
TTWO
-0.26%
-1,153
-0.02%
$125.34
18.14% $148.08
7.41%
META
+7.04%
+53,940
+1.77%
$178.08
170.41% $481.54
26.92%
FMC
-40.38%
-1,032,748
-12.26%
$87.68
27.10% $63.92
18.11%
CF
-0.27%
-2,829
-0.02%
$49.20
52.07% $74.82
7.02%
BKNG
-100.00%
-19,014
-4.83%
$1,874.72
102.30% $3,792.53
0.00%
GOOGL
+3.48%
+69,000
+0.76%
$61.06
182.54% $172.51
22.64%
2019 Q2 (3 results)
TIF
+5.62%
+63,801
+0.74%
$93.64
-
13.93%
TTWO
buy
+437,573
+6.16%
$113.53
30.43% $148.08
6.16%
FMC
-12.53%
-366,250
-3.77%
$82.95
22.94% $63.92
26.30%
47 of 391

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.