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%).

2023 Q2 (14 results)
TAL
+3.93%
+60,222
+0.15%
$5.96
107.55% $12.37
4.06%
PTON
+3.93%
+84,493
+0.20%
$7.69
55.40% $3.43
5.29%
EDU
+3.93%
+12,487
+0.21%
$39.49
102.53% $79.98
5.46%
MBC
+552.20%
+416,465
+1.49%
$11.63
40.41% $16.33
1.76%
YMM
-100.00%
-662,729
-1.62%
$7.61
21.29% $9.23
0.00%
GOOGL
-21.92%
-61,437
-2.26%
$119.70
47.35% $176.38
8.06%
SIX
-7.29%
-316,246
-2.53%
$25.98
1.66% $26.41
32.13%
YUMC
-100.00%
-133,144
-2.60%
$63.39
41.41% $37.14
0.00%
HOG
-36.54%
-289,102
-3.13%
$35.21
1.16% $35.62
5.44%
WDC
-43.29%
-514,547
-6.00%
$37.93
93.88% $73.54
7.86%
JD
+93.83%
+492,214
+6.89%
$34.13
4.25% $32.68
14.24%
LVS
-100.00%
-502,545
-9.40%
$57.45
20.16% $45.87
0.00%
GDXJ
-100.00%
-1,115,491
-14.81%
$39.50
13.37% $44.78
0.00%
MU
buy
+809,153
+15.71%
$63.11
100.10% $126.28
15.71%
2023 Q1 (13 results)
YMM
+3.66%
+23,373
+0.05%
$7.61
21.29% $9.23
0.00%
YUMC
+3.42%
+4,408
+0.07%
$63.39
41.41% $37.14
0.00%
TAL
+3.57%
+73,439
+0.12%
$6.41
92.98% $12.37
3.43%
MBC
buy
+75,419
+0.15%
$8.04
103.11% $16.33
0.15%
EDU
+3.66%
+15,250
+0.15%
$38.61
107.15% $79.98
4.19%
PTON
+3.57%
+68,862
+0.21%
$11.34
69.75% $3.43
6.13%
LVS
+3.57%
+17,303
+0.26%
$57.45
20.16% $45.87
0.00%
GDXJ
+3.62%
+39,011
+0.42%
$39.50
13.37% $44.78
0.00%
SIX
+3.50%
+146,430
+0.98%
$26.71
1.12% $26.41
29.09%
JD
+33.15%
+174,155
+1.92%
$43.89
25.54% $32.68
7.71%
WDC
-20.07%
-298,437
-2.82%
$37.67
95.22% $73.54
11.24%
HOG
-48.94%
-758,351
-7.23%
$37.97
6.19% $35.62
7.54%
GOOGL
-52.04%
-304,174
-7.92%
$103.73
70.04% $176.38
7.30%
2022 Q4 (14 results)
PTON
+3.13%
+62,978
+0.12%
$7.94
56.80% $3.43
3.98%
LVS
+3.13%
+14,039
+0.18%
$48.07
4.58% $45.87
5.96%
GOOGL
+4.98%
+27,740
+0.59%
$88.23
99.91% $176.38
12.45%
TAL
-21.11%
-550,161
-0.94%
$7.05
75.46% $12.37
3.50%
YMM
buy
+609,386
+1.29%
$8.00
15.38% $9.23
1.29%
GTLB
-100.00%
-119,991
-1.48%
$51.22
12.14% $57.44
0.00%
WDC
-12.31%
-181,540
-1.59%
$31.55
133.09% $73.54
11.32%
YUMC
-49.01%
-123,719
-1.63%
$54.65
32.04% $37.14
1.70%
CRM
-100.00%
-65,043
-2.86%
$143.84
97.31% $283.82
0.00%
EDU
buy
+417,172
+3.51%
$34.82
129.70% $79.98
3.51%
SIX
+17.93%
+563,812
+3.57%
$23.25
13.59% $26.41
23.51%
JD
buy
+525,322
+7.12%
$56.13
41.78% $32.68
7.12%
GDXJ
buy
+1,176,481
+10.12%
$35.65
25.61% $44.78
10.12%
HOG
-52.03%
-1,680,569
-16.87%
$41.60
14.38% $35.62
15.56%
41 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.