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%
+83,643
+0.15%
$5.96
118.79% $13.04
4.06%
YMM
-100.00%
-690,343
-1.62%
$7.61
14.45% $8.71
0.00%
PTON
+3.93%
+84,493
+0.20%
$7.69
46.16% $4.14
5.29%
MBC
+552.20%
+416,465
+1.49%
$11.63
45.49% $16.92
1.76%
SIX
-7.29%
-316,246
-2.53%
$25.98
1.35% $26.33
32.13%
JD
+93.83%
+656,286
+6.89%
$34.13
1.82% $33.51
14.24%
HOG
-36.54%
-289,102
-3.13%
$35.21
2.87% $36.22
5.44%
WDC
-43.29%
-514,547
-6.00%
$37.93
98.23% $75.19
7.86%
EDU
+3.93%
+16,990
+0.21%
$39.49
115.22% $84.99
5.46%
GDXJ
-100.00%
-1,219,116
-14.81%
$39.50
12.76% $44.54
0.00%
LVS
-100.00%
-531,794
-9.40%
$57.45
20.10% $45.90
0.00%
MU
buy
+809,153
+15.71%
$63.11
101.05% $126.88
15.71%
YUMC
-100.00%
-133,144
-2.60%
$63.39
38.26% $39.14
0.00%
GOOGL
-21.92%
-61,437
-2.26%
$119.70
43.13% $171.33
8.06%
2023 Q1 (13 results)
TAL
+3.57%
+73,439
+0.12%
$6.41
103.43% $13.04
3.43%
YMM
+3.66%
+24,347
+0.05%
$7.61
14.45% $8.71
0.00%
MBC
buy
+75,419
+0.15%
$8.04
110.45% $16.92
0.15%
PTON
+3.57%
+74,046
+0.21%
$11.34
63.49% $4.14
6.13%
SIX
+3.50%
+146,430
+0.98%
$26.71
1.42% $26.33
29.09%
WDC
-20.07%
-298,437
-2.82%
$37.67
99.60% $75.19
11.24%
HOG
-48.94%
-758,351
-7.23%
$37.97
4.61% $36.22
7.54%
EDU
+3.66%
+15,250
+0.15%
$38.61
120.12% $84.99
4.19%
GDXJ
+3.62%
+42,635
+0.42%
$39.50
12.76% $44.54
0.00%
JD
+33.15%
+174,155
+1.92%
$43.89
23.65% $33.51
7.71%
LVS
+3.57%
+18,311
+0.26%
$57.45
20.10% $45.90
0.00%
YUMC
+3.42%
+4,408
+0.07%
$63.39
38.26% $39.14
0.00%
GOOGL
-52.04%
-304,174
-7.92%
$103.73
65.17% $171.33
7.30%
2022 Q4 (14 results)
TAL
-21.11%
-550,161
-0.94%
$7.05
84.96% $13.04
3.50%
PTON
+3.13%
+62,978
+0.12%
$7.94
47.86% $4.14
3.98%
YMM
buy
+665,996
+1.29%
$8.00
8.88% $8.71
1.29%
SIX
+17.93%
+637,076
+3.57%
$23.25
13.25% $26.33
23.51%
WDC
-12.31%
-208,667
-1.59%
$31.55
138.32% $75.19
11.32%
EDU
buy
+417,172
+3.51%
$34.82
144.08% $84.99
3.51%
GDXJ
buy
+1,176,481
+10.12%
$35.65
24.94% $44.54
10.12%
HOG
-52.03%
-1,680,569
-16.87%
$41.60
12.93% $36.22
15.56%
LVS
+3.13%
+15,599
+0.18%
$48.07
4.51% $45.90
5.96%
GTLB
-100.00%
-119,991
-1.48%
$51.22
9.31% $55.99
0.00%
YUMC
-49.01%
-123,719
-1.63%
$54.65
28.38% $39.14
1.70%
JD
buy
+525,322
+7.12%
$56.13
40.30% $33.51
7.12%
GOOGL
+4.98%
+27,740
+0.59%
$88.23
94.19% $171.33
12.45%
CRM
-100.00%
-82,333
-2.86%
$143.84
97.29% $283.79
0.00%
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.