David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q1 2021)
As of Mar 31, 2021, the Thunderbird Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 17, 2021. 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 2021, the filing reported:
New Buys - TAL Education Group
Increases - Alibaba Group Holding Limited, Harley-Davidson, Inc., Kirby Corporation, Meta Platforms, Inc.
Reductions - Airbnb, Inc., Bank of America Corporation, Alphabet Inc., Interactive Brokers Group, Inc., JP Morgan Chase & Co., and 1 more
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 |
|---|---|---|---|
|
Q1 2021
|
ABNB
Airbnb, Inc.
|
Sell |
-83,598
|
|
Q1 2021
|
BABA
Alibaba Group Holding Limited
|
Buy |
+94,291
|
|
Q1 2021
|
BAC
Bank of America Corporation
|
Sell |
-354,153
|
|
Q1 2021
|
BXP
BXP, Inc.
|
Sell - Position Exit |
-237,097
|
|
Q1 2021
|
GOOGL
Alphabet Inc.
|
Sell |
-26,728
|
|
Q1 2021
|
HOG
Harley-Davidson, Inc.
|
Buy |
+1,521,163
|
|
Q1 2021
|
HPP
Hudson Pacific Properties, Inc.
|
Sell - Position Exit |
-870,519
|
|
Q1 2021
|
IBKR
Interactive Brokers Group, Inc.
|
Sell |
-380,577
|
|
Q1 2021
|
JPM
JP Morgan Chase & Co.
|
Sell |
-146,397
|
|
Q1 2021
|
KEX
Kirby Corporation
|
Buy |
+591,674
|
|
Q1 2021
|
KRC
Kilroy Realty Corporation
|
Sell - Position Exit |
-357,496
|
|
Q1 2021
|
META
Meta Platforms, Inc.
|
Buy |
+94,538
|
|
Q1 2021
|
SNAP
Snap Inc.
|
Sell - Position Exit |
-1,076,354
|
|
Q1 2021
|
TAL
TAL Education Group
|
Buy - Position Entry |
+310,421
|
|
Q1 2021
|
WDC
Western Digital Corporation
|
Sell |
-944,652
|