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 Q1 (20 results)
WDC
-31.16%
-944,652
-5.31%
$66.75
10.17% $73.54
11.74%
TAL
buy
+310,421
+1.41%
$53.85
74.78% $13.58
0.00%
SNAP
-100.00%
-1,054,826
-4.54%
$50.07
68.80% $15.62
0.00%
SIX
-52.71%
-1,192,749
-5.16%
$46.47
42.50% $26.72
4.63%
RMGB
buy
+1,611,956
+1.42%
$10.49
-
1.42%
META
+16.71%
+94,538
+2.35%
$294.53
60.20% $471.85
16.39%
KRC
-100.00%
-355,708
-1.73%
$57.40
38.55% $35.27
0.00%
KEX
+37.69%
+544,340
+3.01%
$60.28
89.83% $114.43
10.98%
JPM
-21.15%
-146,397
-1.88%
$152.23
32.37% $201.51
7.00%
IBKR
-24.84%
-380,577
-2.34%
$73.04
66.76% $121.80
7.09%
HPP
-100.00%
-443,964
-1.76%
$24.02
75.73% $5.83
0.00%
HOG
+203.44%
+1,422,287
+5.14%
$40.10
10.03% $36.08
7.67%
GOOGL
-29.90%
-534,560
-4.65%
$103.13
65.18% $170.34
10.89%
FUN
buy
+451,215
+1.99%
$49.68
9.92% $44.75
1.99%
EDU
buy
+119,055
+1.40%
$140.00
36.70% $88.62
0.00%
CLNY
-83.42%
-9,012,151
-4.92%
$6.48
31.17% $8.50
0.00%
BXP
-100.00%
-237,097
-1.89%
$94.53
32.24% $64.05
0.00%
BAC
-14.53%
-354,153
-1.15%
$38.69
0.52% $38.49
6.79%
BABA
+23.86%
+90,990
+1.80%
$226.73
64.93% $79.51
9.35%
ABNB
-83.60%
-83,598
-1.32%
$187.96
21.95% $146.70
0.26%
2020 Q4 (18 results)
WDC
+63.01%
+1,171,890
+5.39%
$55.39
32.77% $73.54
13.94%
SNAP
buy
+1,054,826
+4.47%
$50.07
68.80% $15.62
0.00%
SIX
-7.68%
-207,969
-0.59%
$34.10
21.64% $26.72
7.08%
MSFT
-100.00%
-205,833
-3.59%
$210.33
98.05% $416.56
0.00%
META
+0.01%
+66
+0.00%
$273.16
72.74% $471.85
12.83%
KRC
buy
+355,708
+1.70%
$57.40
38.55% $35.27
0.00%
KEX
buy
+1,569,852
+6.75%
$51.83
120.78% $114.43
6.75%
JPM
+21.35%
+121,795
+1.28%
$127.07
58.58% $201.51
7.30%
IBKR
+0.04%
+600
+0.00%
$60.92
99.93% $121.80
7.75%
HUYA
-100.00%
-2,875,861
-5.72%
$23.95
76.95% $5.52
0.00%
HPP
buy
+443,964
+1.74%
$24.02
75.73% $5.83
0.00%
HOG
buy
+747,704
+2.28%
$36.70
1.69% $36.08
2.28%
GOOGL
-5.42%
-55,360
-0.75%
$87.63
94.38% $170.34
13.00%
CLNY
+182.60%
+3,664,893
+2.79%
$4.81
76.72% $8.50
4.31%
BXP
buy
+237,097
+1.86%
$94.53
32.24% $64.05
0.00%
BAC
+50.94%
+822,309
+2.07%
$30.31
26.99% $38.49
6.13%
BABA
-11.98%
-53,777
-1.04%
$232.73
65.84% $79.51
7.64%
ABNB
buy
+100,000
+1.22%
$146.80
0.07% $146.70
1.22%
38 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.