David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q2 2025)
According to the SEC 13F filed on Aug 14, 2025, the Thunderbird Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2025
|
CI
The Cigna Group
|
Sell - Position Exit |
-34,638
|
|
Q2 2025
|
HUM
Humana Inc.
|
Sell - Position Exit |
-36,921
|
|
Q2 2025
|
ILMN
Illumina, Inc.
|
Sell - Position Exit |
-152,073
|
|
Q2 2025
|
NTES
NetEase, Inc.
|
Sell - Position Exit |
-31,546
|
|
Q2 2025
|
SNDK
SanDisk
|
Sell - Position Exit |
-93,400
|
|
Q2 2025
|
UNH
UnitedHealth Group Incorporated
|
Sell - Position Exit |
-86,361
|
|
Q2 2025
|
WDC
Western Digital Corporation
|
Sell - Position Exit |
-280,201
|
|
Q1 2025
|
CI
The Cigna Group
|
Buy - Position Entry |
+34,638
|
|
Q1 2025
|
HUM
Humana Inc.
|
Buy - Position Entry |
+36,921
|
|
Q1 2025
|
ILMN
Illumina, Inc.
|
Buy |
+63,249
|
|
Q1 2025
|
NTES
NetEase, Inc.
|
Buy - Position Entry |
+31,546
|
|
Q1 2025
|
SNDK
SanDisk
|
Buy - Position Entry |
+93,400
|
|
Q1 2025
|
TAL
TAL Education Group
|
Sell - Position Exit |
-1,546,820
|
|
Q1 2025
|
UNH
UnitedHealth Group Incorporated
|
Buy |
+18,245
|
|
Q1 2025
|
WDC
Western Digital Corporation
|
Buy - Position Entry |
+280,201
|