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%).

2023 Q1 (13 results)
EDU
+3.66%
+15,250
+0.15%
$38.61
128.93% $88.39
4.19%
GDXJ
+3.62%
+42,635
+0.42%
$39.50
9.75% $43.35
0.00%
GOOGL
-52.04%
-304,174
-7.92%
$103.73
64.36% $170.49
7.30%
HOG
-48.94%
-758,351
-7.23%
$37.97
5.35% $35.94
7.54%
JD
+33.15%
+174,155
+1.92%
$43.89
24.04% $33.34
7.71%
LVS
+3.57%
+18,311
+0.26%
$57.45
19.37% $46.32
0.00%
MBC
buy
+75,419
+0.15%
$8.04
110.20% $16.90
0.15%
PTON
+3.57%
+74,046
+0.21%
$11.34
61.82% $4.33
6.13%
SIX
+3.50%
+146,430
+0.98%
$26.71
1.09% $27.00
29.09%
TAL
+3.57%
+73,439
+0.12%
$6.41
111.86% $13.58
3.43%
WDC
-20.07%
-298,437
-2.82%
$37.67
91.82% $72.26
11.24%
YMM
+3.66%
+24,347
+0.05%
$7.61
16.03% $8.83
0.00%
YUMC
+3.42%
+4,408
+0.07%
$63.39
38.32% $39.10
0.00%
2022 Q4 (14 results)
CRM
-100.00%
-82,333
-2.86%
$143.84
91.50% $275.46
0.00%
EDU
buy
+417,172
+3.51%
$34.82
153.85% $88.39
3.51%
GDXJ
buy
+1,176,481
+10.12%
$35.65
21.60% $43.35
10.12%
GOOGL
+4.98%
+27,740
+0.59%
$88.23
93.23% $170.49
12.45%
GTLB
-100.00%
-119,991
-1.48%
$51.22
5.95% $54.27
0.00%
HOG
-52.03%
-1,680,569
-16.87%
$41.60
13.61% $35.94
15.56%
JD
buy
+525,322
+7.12%
$56.13
40.60% $33.34
7.12%
LVS
+3.13%
+15,599
+0.18%
$48.07
3.64% $46.32
5.96%
PTON
+3.13%
+62,978
+0.12%
$7.94
45.47% $4.33
3.98%
SIX
+17.93%
+637,076
+3.57%
$23.25
16.13% $27.00
23.51%
TAL
-21.11%
-550,161
-0.94%
$7.05
92.62% $13.58
3.50%
WDC
-12.31%
-208,667
-1.59%
$31.55
129.03% $72.26
11.32%
YMM
buy
+665,996
+1.29%
$8.00
10.38% $8.83
1.29%
YUMC
-49.01%
-123,719
-1.63%
$54.65
28.45% $39.10
1.70%
2022 Q3 (14 results)
AMZN
-100.00%
-357,976
-10.55%
$106.21
75.50% $186.40
0.00%
BABA
-100.00%
-188,255
-5.94%
$113.68
30.86% $78.60
0.00%
CRM
buy
+82,333
+3.29%
$143.84
91.50% $275.46
0.00%
GOOGL
-15.27%
-100,351
-2.71%
$97.37
75.10% $170.49
15.04%
GTLB
buy
+119,991
+1.71%
$51.22
5.95% $54.27
0.00%
HOG
+2.89%
+90,761
+0.88%
$34.88
3.04% $35.94
31.26%
KURA
-100.00%
-512,727
-2.61%
$18.33
13.59% $20.82
0.00%
LVS
+2.78%
+13,467
+0.14%
$37.52
23.45% $46.32
5.18%
PTON
+56.00%
+722,789
+1.39%
$6.93
37.52% $4.33
3.87%
RVMD
-100.00%
-344,324
-1.86%
$19.49
93.99% $37.81
0.00%
SIX
+12.23%
+387,103
+1.90%
$17.70
52.54% $27.00
17.45%
TAL
buy
+2,605,592
+3.57%
$4.94
174.89% $13.58
3.57%
WDC
-1.55%
-26,614
-0.24%
$32.55
122.00% $72.26
15.31%
YUMC
buy
+252,455
+3.32%
$47.33
17.39% $39.10
3.32%
41 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.