David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q2 2025)
As of Jun 30, 2025, the Thunderbird Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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
|