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%).

2022 Q2 (14 results)
PTON
+420.68%
+1,042,820
+2.28%
$9.18
53.92% $4.23
2.82%
KURA
buy
+266,618
+2.23%
$18.33
14.08% $20.91
0.00%
RVMD
buy
+173,883
+1.60%
$19.49
91.79% $37.38
0.00%
SIX
+10.64%
+304,389
+1.57%
$21.70
23.13% $26.72
16.33%
ACAD
-100.00%
-491,905
-3.99%
$24.22
38.64% $14.86
0.00%
HOG
+15.87%
+429,956
+3.24%
$31.66
13.96% $36.08
23.63%
LVS
-45.14%
-398,607
-3.18%
$33.59
37.89% $46.32
3.87%
WDC
-7.14%
-132,491
-1.41%
$44.83
64.04% $73.54
18.36%
GTLB
-100.00%
-265,788
-3.44%
$54.45
0.31% $54.28
0.00%
SRPT
-100.00%
-149,547
-4.18%
$78.12
69.81% $132.66
0.00%
AMZN
-33.10%
-177,144
-4.47%
$106.21
76.13% $187.07
0.00%
GOOGL
-26.22%
-124,943
-6.05%
$108.96
56.33% $170.34
17.03%
BABA
-39.92%
-125,074
-3.38%
$113.68
30.06% $79.51
0.00%
NFLX
-100.00%
-123,892
-11.04%
$374.59
63.82% $613.66
0.00%
2022 Q1 (17 results)
ACAD
buy
+491,905
+2.38%
$24.22
38.64% $14.86
0.00%
PTON
buy
+247,889
+0.93%
$26.42
83.99% $4.23
0.93%
LVS
buy
+600,456
+4.87%
$38.87
19.17% $46.32
4.87%
HOG
+11.11%
+270,931
+1.52%
$39.40
8.43% $36.08
15.15%
SIX
+1.90%
+53,377
+0.33%
$43.50
38.57% $26.72
17.66%
WDC
-10.12%
-208,724
-1.47%
$49.65
48.12% $73.54
13.07%
FUN
-100.00%
-366,385
-2.60%
$50.06
10.61% $44.75
0.00%
GTLB
buy
+265,788
+2.05%
$54.45
0.31% $54.28
0.00%
SRPT
buy
+149,547
+2.49%
$78.12
69.81% $132.66
0.00%
IBKR
-100.00%
-925,664
-10.43%
$79.42
53.36% $121.80
0.00%
BABA
+1.80%
+5,529
+0.09%
$108.80
26.92% $79.51
4.84%
GOOGL
-12.41%
-126,160
-2.49%
$139.07
22.49% $170.34
17.58%
AMZN
buy
+371,908
+12.38%
$163.00
14.77% $187.07
12.38%
SPOT
-100.00%
-353,124
-11.73%
$234.03
23.97% $290.12
0.00%
COIN
-100.00%
-66,454
-2.38%
$252.37
19.54% $203.05
0.00%
META
-100.00%
-434,191
-20.73%
$336.35
40.29% $471.85
0.00%
NFLX
buy
+123,892
+6.59%
$374.59
63.82% $613.66
0.00%
2021 Q4 (13 results)
RNW
-100.00%
-1,298,895
-1.95%
$10.20
40.69% $6.05
0.00%
HOG
+65.89%
+716,671
+4.21%
$37.69
4.27% $36.08
10.60%
SIX
+60.09%
+764,070
+5.17%
$42.58
37.25% $26.72
13.79%
FUN
+1.43%
+5,158
+0.03%
$50.06
10.61% $44.75
0.00%
TWTR
-100.00%
-738,167
-6.68%
$60.39
11.08% $53.70
0.00%
WDC
+16.29%
+289,103
+2.17%
$65.21
12.77% $73.54
15.52%
IBKR
+1.42%
+12,988
+0.12%
$79.42
53.36% $121.80
0.00%
BABA
-44.38%
-245,556
-3.36%
$118.79
33.07% $79.51
4.22%
GOOGL
+1.34%
+10,177
+0.23%
$144.85
17.60% $170.34
16.98%
ABNB
-100.00%
-102,625
-1.99%
$167.75
12.55% $146.70
0.00%
SPOT
+1.34%
+4,655
+0.13%
$234.03
23.97% $290.12
0.00%
COIN
buy
+66,454
+1.93%
$252.37
19.54% $203.05
0.00%
META
+1.15%
+4,952
+0.19%
$336.35
40.29% $471.85
0.00%
44 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.