David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q1 2025)

According to the SEC 13F filed on May 14, 2025, the Thunderbird Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 Q1 2025, the filing reported:

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Showing 10 of 10 transactions.

Date Symbol Type Change Qty
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
Q4 2024
ILMN
Illumina, Inc.
Buy - Position Entry
+88,824
Q4 2024
UNH
UnitedHealth Group Incorporated
Buy
+12,857