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%).

2016 Q4 (14 results)
CABO
-100.00%
-117,872
-9.18%
$584.00
33.66% $387.44
0.00%
SEE
buy
+1,206,861
+8.20%
$45.34
14.25% $38.88
0.00%
DVA
-100.00%
-647,760
-4.68%
$66.07
111.62% $139.82
0.00%
MOS
buy
+1,378,760
+4.42%
$29.33
4.36% $30.61
0.00%
LTRPA
+25.07%
+247,137
+0.41%
$15.05
96.08% $0.59
2.03%
EXPE
buy
+388,921
+6.34%
$113.28
0.64% $114.01
6.34%
PYPL
-22.43%
-469,215
-2.03%
$39.47
63.36% $64.48
7.00%
TRIP
+21.93%
+297,598
+1.51%
$46.37
60.97% $18.10
8.39%
GOOGL
-30.71%
-916,020
-3.97%
$39.62
344.34% $176.06
8.96%
COTY
+120.51%
+2,614,094
+5.24%
$18.31
41.78% $10.66
9.58%
BAC
buy
+3,328,912
+10.38%
$22.10
77.78% $39.29
10.38%
MSFT
-27.23%
-440,297
-4.02%
$62.14
576.23% $420.21
10.74%
FMC
-24.56%
-626,690
-3.88%
$56.56
13.12% $63.98
11.91%
BAX
-14.87%
-433,956
-2.10%
$44.34
20.50% $35.25
12.05%
2016 Q3 (13 results)
CDK
-100.00%
-437,507
-3.20%
$55.49
1.31% $54.76
0.00%
DVA
buy
+647,760
+4.87%
$66.07
111.62% $139.82
0.00%
EQIX
-100.00%
-92,300
-4.08%
$387.72
106.29% $799.83
0.00%
CABO
+0.04%
+51
+0.00%
$584.00
33.66% $387.44
0.00%
1856613D
-100.00%
-689,445
-8.12%
$103.41
-
0.00%
LTRPA
buy
+985,722
+2.45%
$21.85
97.30% $0.59
2.45%
COTY
+94.32%
+1,052,924
+2.82%
$23.50
54.64% $10.66
5.81%
PYPL
+105.05%
+846,544
+5.00%
$40.97
57.38% $64.48
9.76%
TRIP
buy
+1,357,218
+9.77%
$63.18
71.35% $18.10
9.77%
GOOGL
-3.34%
-102,920
-0.47%
$40.20
337.93% $176.06
13.66%
FMC
-4.88%
-105,338
-0.72%
$48.34
32.35% $63.98
14.05%
MSFT
-7.72%
-181,556
-1.19%
$57.60
629.53% $420.21
14.24%
BAX
+0.03%
+781
+0.00%
$47.60
25.95% $35.25
15.82%
2016 Q2 (8 results)
CDK
-45.54%
-365,892
-3.09%
$55.49
1.31% $54.76
0.00%
AMZN
-100.00%
-843,580
-3.29%
$29.68
522.27% $184.70
0.00%
COTY
-0.06%
-700
-0.00%
$25.99
58.98% $10.66
3.82%
PYPL
-34.04%
-439,573
-2.53%
$36.51
76.61% $64.48
4.90%
GOOGL
-7.92%
-233,640
-1.23%
$35.18
400.50% $176.06
14.28%
MSFT
-0.01%
-300
-0.00%
$51.17
721.20% $420.21
15.84%
FMC
-0.01%
-340
-0.00%
$46.31
38.16% $63.98
16.35%
BAX
+13.23%
+340,859
+2.03%
$45.22
22.05% $35.25
17.36%
2016 Q1 (11 results)
AMZN
buy
+843,580
+3.19%
$29.68
522.27% $184.70
0.00%
EQIX
buy
+92,300
+3.89%
$330.72
141.85% $799.83
3.89%
COTY
+65.02%
+400,503
+1.60%
$28.47
62.56% $10.66
4.05%
CDK
buy
+928,786
+5.50%
$46.55
17.64% $54.76
5.50%
PYPL
buy
+1,546,451
+7.60%
$38.60
67.05% $64.48
7.60%
1856613D
buy
+689,445
+7.70%
$87.74
-
7.70%
CABO
+0.07%
+100
+0.01%
$437.13
11.37% $387.44
8.00%
BAX
buy
+2,382,990
+13.47%
$41.08
14.19% $35.25
13.47%
FMC
+5.94%
+150,459
+0.77%
$40.37
58.48% $63.98
13.79%
GOOGL
+0.12%
+4,000
+0.02%
$38.15
361.55% $176.06
16.27%
MSFT
+4.67%
+93,906
+0.74%
$55.23
660.84% $420.21
16.54%
46 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.