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)
GOOGL
-52.04%
-304,174
-7.92%
$103.73
61.23% $167.24
7.30%
HOG
-48.94%
-758,351
-7.23%
$37.97
7.69% $35.05
7.54%
WDC
-20.07%
-298,437
-2.82%
$37.67
88.35% $70.95
11.24%
YUMC
+3.42%
+4,408
+0.07%
$63.39
39.41% $38.41
0.00%
SIX
+3.50%
+146,430
+0.98%
$26.71
7.45% $24.72
29.09%
TAL
+3.57%
+73,439
+0.12%
$6.41
105.62% $13.18
3.43%
PTON
+3.57%
+68,862
+0.21%
$11.34
69.75% $3.43
6.13%
LVS
+3.57%
+17,303
+0.26%
$57.45
18.42% $46.87
0.00%
GDXJ
+3.62%
+39,011
+0.42%
$39.50
3.16% $40.75
0.00%
EDU
+3.66%
+15,250
+0.15%
$38.61
119.50% $84.75
4.19%
YMM
+3.66%
+23,373
+0.05%
$7.61
16.56% $8.87
0.00%
JD
+33.15%
+174,155
+1.92%
$43.89
25.11% $32.87
7.71%
MBC
buy
+75,419
+0.15%
$8.04
114.93% $17.28
0.15%
2022 Q4 (14 results)
CRM
-100.00%
-65,043
-2.86%
$143.84
90.25% $273.66
0.00%
GTLB
-100.00%
-119,991
-1.48%
$51.22
6.48% $54.54
0.00%
HOG
-52.03%
-1,680,569
-16.87%
$41.60
15.75% $35.05
15.56%
YUMC
-49.01%
-123,719
-1.63%
$54.65
29.72% $38.41
1.70%
TAL
-21.11%
-550,161
-0.94%
$7.05
86.95% $13.18
3.50%
WDC
-12.31%
-181,540
-1.59%
$31.55
124.88% $70.95
11.32%
PTON
+3.13%
+62,978
+0.12%
$7.94
56.80% $3.43
3.98%
LVS
+3.13%
+14,039
+0.18%
$48.07
2.50% $46.87
5.96%
GOOGL
+4.98%
+27,740
+0.59%
$88.23
89.55% $167.24
12.45%
SIX
+17.93%
+563,812
+3.57%
$23.25
6.32% $24.72
23.51%
EDU
buy
+417,172
+3.51%
$34.82
143.39% $84.75
3.51%
GDXJ
buy
+1,176,481
+10.12%
$35.65
14.31% $40.75
10.12%
JD
buy
+525,322
+7.12%
$56.13
41.44% $32.87
7.12%
YMM
buy
+609,386
+1.29%
$8.00
10.88% $8.87
1.29%
2022 Q3 (14 results)
KURA
-100.00%
-266,618
-2.61%
$18.33
12.55% $20.63
0.00%
RVMD
-100.00%
-173,883
-1.86%
$19.49
106.26% $40.20
0.00%
BABA
-100.00%
-188,255
-5.94%
$113.68
28.46% $81.33
0.00%
AMZN
-100.00%
-357,976
-10.55%
$106.21
75.32% $186.21
0.00%
GOOGL
-15.27%
-100,351
-2.71%
$97.37
71.76% $167.24
15.04%
WDC
-1.55%
-20,625
-0.24%
$32.55
117.97% $70.95
15.31%
LVS
+2.78%
+13,467
+0.14%
$37.52
24.92% $46.87
5.18%
HOG
+2.89%
+73,062
+0.88%
$34.88
0.49% $35.05
31.26%
SIX
+12.23%
+387,103
+1.90%
$17.70
39.66% $24.72
17.45%
PTON
+56.00%
+722,789
+1.39%
$6.93
50.51% $3.43
3.87%
CRM
buy
+65,043
+3.29%
$143.84
90.25% $273.66
0.00%
YUMC
buy
+252,455
+3.32%
$47.33
18.85% $38.41
3.32%
TAL
buy
+2,605,592
+3.57%
$4.94
166.80% $13.18
3.57%
GTLB
buy
+119,991
+1.71%
$51.22
6.48% $54.54
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.