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%).

2016 Q4 (14 results)
CABO
-100.00%
-117,872
-9.18%
$584.00
35.20% $378.45
0.00%
DVA
-100.00%
-647,760
-4.68%
$66.07
103.49% $134.45
0.00%
GOOGL
-30.71%
-916,020
-3.97%
$39.62
322.08% $167.24
8.96%
MSFT
-27.23%
-440,297
-4.02%
$62.14
554.43% $406.66
10.74%
FMC
-24.56%
-626,690
-3.88%
$56.56
9.35% $61.85
11.91%
PYPL
-22.43%
-469,215
-2.03%
$39.47
66.46% $65.70
7.00%
BAX
-14.87%
-433,956
-2.10%
$44.34
16.80% $36.89
12.05%
TRIP
+21.93%
+297,598
+1.51%
$46.37
44.38% $25.79
8.39%
LTRPA
+25.07%
+247,137
+0.41%
$15.05
90.10% $1.49
2.03%
COTY
+120.51%
+2,614,094
+5.24%
$18.31
36.65% $11.60
9.58%
SEE
buy
+1,206,861
+8.20%
$45.34
22.43% $35.17
0.00%
EXPE
buy
+388,921
+6.34%
$113.28
1.81% $115.33
6.34%
BAC
buy
+3,328,912
+10.38%
$22.10
68.55% $37.25
10.38%
MOS
buy
+1,378,760
+4.42%
$29.33
2.22% $28.68
0.00%
2016 Q3 (13 results)
1856613D
-100.00%
-689,445
-8.12%
$103.41
-
0.00%
CDK
-100.00%
-437,507
-3.20%
$55.49
1.31% $54.76
0.00%
EQIX
-100.00%
-92,300
-4.08%
$387.72
80.59% $700.18
0.00%
MSFT
-7.72%
-181,556
-1.19%
$57.60
606.01% $406.66
14.24%
FMC
-4.88%
-105,338
-0.72%
$48.34
27.95% $61.85
14.05%
GOOGL
-3.34%
-102,920
-0.47%
$40.20
315.99% $167.24
13.66%
BAX
+0.03%
+781
+0.00%
$47.60
22.50% $36.89
15.82%
CABO
+0.04%
+51
+0.00%
$584.00
35.20% $378.45
0.00%
COTY
+94.32%
+1,052,924
+2.82%
$23.50
50.64% $11.60
5.81%
PYPL
+105.05%
+846,544
+5.00%
$40.97
60.36% $65.70
9.76%
TRIP
buy
+1,357,218
+9.77%
$63.18
59.18% $25.79
9.77%
LTRPA
buy
+985,722
+2.45%
$21.85
93.18% $1.49
2.45%
DVA
buy
+647,760
+4.87%
$66.07
103.49% $134.45
0.00%
2016 Q2 (8 results)
AMZN
-100.00%
-843,580
-3.29%
$29.68
527.35% $186.21
0.00%
CDK
-45.54%
-365,892
-3.09%
$55.49
1.31% $54.76
0.00%
PYPL
-34.04%
-439,573
-2.53%
$36.51
79.95% $65.70
4.90%
GOOGL
-7.92%
-233,640
-1.23%
$35.18
375.43% $167.24
14.28%
COTY
-0.06%
-700
-0.00%
$25.99
55.37% $11.60
3.82%
FMC
-0.01%
-340
-0.00%
$46.31
33.56% $61.85
16.35%
MSFT
-0.01%
-300
-0.00%
$51.17
694.72% $406.66
15.84%
BAX
+13.23%
+340,859
+2.03%
$45.22
18.42% $36.89
17.36%
2016 Q1 (11 results)
CABO
+0.07%
+100
+0.01%
$437.13
13.42% $378.45
8.00%
GOOGL
+0.12%
+4,000
+0.02%
$38.15
338.43% $167.24
16.27%
MSFT
+4.67%
+93,906
+0.74%
$55.23
636.30% $406.66
16.54%
FMC
+5.94%
+150,459
+0.77%
$40.37
53.21% $61.85
13.79%
COTY
+65.02%
+400,503
+1.60%
$28.47
59.26% $11.60
4.05%
BAX
buy
+2,382,990
+13.47%
$41.08
10.20% $36.89
13.47%
1856613D
buy
+689,445
+7.70%
$87.74
-
7.70%
EQIX
buy
+92,300
+3.89%
$330.72
111.72% $700.18
3.89%
PYPL
buy
+1,546,451
+7.60%
$38.60
70.21% $65.70
7.60%
CDK
buy
+928,786
+5.50%
$46.55
17.64% $54.76
5.50%
AMZN
buy
+843,580
+3.19%
$29.68
527.35% $186.21
0.00%
46 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.