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%).

2022 Q3 (14 results)
LVS
+2.78%
+13,467
+0.14%
$37.52
19.40% $44.80
5.18%
WDC
-1.55%
-20,625
-0.24%
$32.55
127.84% $74.16
15.31%
HOG
+2.89%
+73,062
+0.88%
$34.88
0.80% $35.16
31.26%
PTON
+56.00%
+722,789
+1.39%
$6.93
53.39% $3.23
3.87%
GTLB
buy
+119,991
+1.71%
$51.22
11.26% $56.99
0.00%
RVMD
-100.00%
-173,883
-1.86%
$19.49
95.63% $38.13
0.00%
SIX
+12.23%
+387,103
+1.90%
$17.70
46.84% $25.99
17.45%
KURA
-100.00%
-266,618
-2.61%
$18.33
16.92% $21.43
0.00%
GOOGL
-15.27%
-100,351
-2.71%
$97.37
78.24% $173.55
15.04%
CRM
buy
+65,043
+3.29%
$143.84
93.66% $278.57
0.00%
YUMC
buy
+252,455
+3.32%
$47.33
25.23% $35.39
3.32%
TAL
buy
+2,605,592
+3.57%
$4.94
139.47% $11.83
3.57%
BABA
-100.00%
-188,255
-5.94%
$113.68
28.92% $80.80
0.00%
AMZN
-100.00%
-357,976
-10.55%
$106.21
70.46% $181.05
0.00%
2022 Q2 (14 results)
WDC
-7.14%
-132,491
-1.41%
$44.83
65.43% $74.16
18.36%
SIX
+10.64%
+304,389
+1.57%
$21.70
19.77% $25.99
16.33%
RVMD
buy
+173,883
+1.60%
$19.49
95.63% $38.13
0.00%
KURA
buy
+266,618
+2.23%
$18.33
16.92% $21.43
0.00%
PTON
+420.68%
+1,042,820
+2.28%
$9.18
64.82% $3.23
2.82%
LVS
-45.14%
-398,607
-3.18%
$33.59
33.37% $44.80
3.87%
HOG
+15.87%
+429,956
+3.24%
$31.66
11.05% $35.16
23.63%
BABA
-39.92%
-125,074
-3.38%
$113.68
28.92% $80.80
0.00%
GTLB
-100.00%
-265,788
-3.44%
$54.45
4.67% $56.99
0.00%
ACAD
-100.00%
-491,905
-3.99%
$24.22
35.84% $15.54
0.00%
SRPT
-100.00%
-149,547
-4.18%
$78.12
62.74% $127.13
0.00%
AMZN
-33.10%
-177,144
-4.47%
$106.21
70.46% $181.05
0.00%
GOOGL
-26.22%
-124,943
-6.05%
$108.96
59.27% $173.55
17.03%
NFLX
-100.00%
-123,892
-11.04%
$374.59
69.70% $635.67
0.00%
2022 Q1 (17 results)
BABA
+1.80%
+5,529
+0.09%
$108.80
25.73% $80.80
4.84%
SIX
+1.90%
+53,377
+0.33%
$43.50
40.25% $25.99
17.66%
PTON
buy
+247,889
+0.93%
$26.42
87.77% $3.23
0.93%
WDC
-10.12%
-208,724
-1.47%
$49.65
49.37% $74.16
13.07%
HOG
+11.11%
+270,931
+1.52%
$39.40
10.76% $35.16
15.15%
GTLB
buy
+265,788
+2.05%
$54.45
4.67% $56.99
0.00%
ACAD
buy
+491,905
+2.38%
$24.22
35.84% $15.54
0.00%
COIN
-100.00%
-66,454
-2.38%
$252.37
13.28% $218.86
0.00%
GOOGL
-12.41%
-126,160
-2.49%
$139.07
24.80% $173.55
17.58%
SRPT
buy
+149,547
+2.49%
$78.12
62.74% $127.13
0.00%
FUN
-100.00%
-366,385
-2.60%
$50.06
13.00% $43.55
0.00%
LVS
buy
+600,456
+4.87%
$38.87
15.26% $44.80
4.87%
NFLX
buy
+123,892
+6.59%
$374.59
69.70% $635.67
0.00%
IBKR
-100.00%
-925,664
-10.43%
$79.42
56.66% $124.42
0.00%
SPOT
-100.00%
-353,124
-11.73%
$234.03
28.41% $300.51
0.00%
AMZN
buy
+371,908
+12.38%
$163.00
11.08% $181.05
12.38%
META
-100.00%
-434,191
-20.73%
$336.35
38.48% $465.78
0.00%
45 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.