David Jeffrey Fear - Thunderbird Partners Portfolio (Q1 2025)
Thunderbird Partners, David Jeffrey Fear, has built a concentrated portfolio of 7 publicly traded holdings with a total market value of $113.26M, according to the SEC 13F filed on May 14, 2025 (holdings as of quarter-end Mar 31, 2025). This analysis examines that filing to understand the investment strategy and recent portfolio adjustments.
The portfolio demonstrates a concentrated approach to stock selection, with the top holding representing 39.9% of the total portfolio value. The top 5 holdings account for 79.3% of the overall portfolio allocation.
Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.
Portfolio Statistics
Top Holdings Analysis
The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in UNITEDHEALTH GROUP INC (UNH) represents 39.9% of the total portfolio, valued at $45.2M.
| Rank | Symbol | Company | Value | Portfolio % | Change |
|---|---|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP INC | $45.2M | 39.9% | +26.8% |
| 2 | ILMN | ILLUMINA INC | $12.1M | 10.7% | +71.2% |
| 3 | CI | THE CIGNA GROUP | $11.4M | 10.1% | +100.0% |
| 4 | WDC | WESTERN DIGITAL CORP | $11.3M | 10.0% | -63.9% |
| 5 | HUM | HUMANA INC | $9.8M | 8.6% | +100.0% |
For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.
Recent Portfolio Activity
Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook.
The following table shows the top 10 most significant position changes from
recent reporting periods (out of 192 total transactions), sorted by the magnitude of
change.
For a complete history of all portfolio transactions and detailed activity analysis,
visit our comprehensive
activity page.
| Symbol | Company | Quantity Change | Date | Action |
|---|---|---|---|---|
| TAL | TAL Education Group | -1,546,820 | Mar 31, 2025 | SELL |
| WDC | Western Digital Corporation | +280,201 | Mar 31, 2025 | BUY |
| SNDK | SanDisk | +93,400 | Mar 31, 2025 | BUY |
| ILMN | Illumina, Inc. | +63,249 | Mar 31, 2025 | BUY |
| HUM | Humana Inc. | +36,921 | Mar 31, 2025 | BUY |
| CI | The Cigna Group | +34,638 | Mar 31, 2025 | BUY |
| NTES | NetEase, Inc. | +31,546 | Mar 31, 2025 | BUY |
| UNH | UnitedHealth Group Incorporated | +18,245 | Mar 31, 2025 | BUY |
| ILMN | Illumina, Inc. | +88,824 | Dec 31, 2024 | BUY |
| UNH | UnitedHealth Group Incorporated | +12,857 | Dec 31, 2024 | BUY |
Investment Strategy Insights
Thunderbird Partners's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a high-conviction investment strategy, with significant positions in companies that align with the investor's long-term thesis.
The largest position in UNITEDHEALTH GROUP INC (UNH) demonstrates strong conviction in this particular investment opportunity. Recent activity shows a increase of 26.8% in this position, indicating active portfolio management and strategic positioning.
Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 192 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.
Additional Analysis
Complete Holdings
View all 7 holdings with detailed analysis
Trading Activity
Track all portfolio transactions and position changes
Performance Metrics
Analyze profit, winning trades, and investment returns
Sector Allocation
Analyze portfolio breakdown by sector and industry
Thunderbird Partners's portfolio as of Mar 31, 2025 reflects a strategic approach to equity investing with 7 holdings valued at $113.3M. The concentrated position in UNITEDHEALTH GROUP INC and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.
For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.
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