David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q1 2022)

According to the SEC 13F filed on May 16, 2022, the Thunderbird Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2022. 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 2022, 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 15 of 15 transactions.

Date Symbol Type Change Qty
Q1 2022
ACAD
ACADIA Pharmaceuticals Inc.
 Buy - Position Entry
+692,825
Q1 2022
AMZN
Amazon.com, Inc.
 Buy - Position Entry
+26,756
Q1 2022
BABA
Alibaba Group Holding Limited
 Buy
+5,529
Q1 2022
COIN
Coinbase Global, Inc.
 Sell - Position Exit
-66,454
Q1 2022
GOOGL
Alphabet Inc.
 Sell
-6,308
Q1 2022
GTLB
GitLab Inc.
 Buy - Position Entry
+265,788
Q1 2022
HOG
Harley-Davidson, Inc.
 Buy
+270,931
Q1 2022
IBKR
Interactive Brokers Group, Inc.
 Sell - Position Exit
-925,664
Q1 2022
LVS
Las Vegas Sands Corp.
 Buy - Position Entry
+883,024
Q1 2022
META
Meta Platforms, Inc.
 Sell - Position Exit
-434,191
Q1 2022
NFLX
Netflix, Inc.
 Buy - Position Entry
+123,892
Q1 2022
PTON
Peloton Interactive, Inc.
 Buy - Position Entry
+247,889
Q1 2022
SPOT
Spotify
 Sell - Position Exit
-353,124
Q1 2022
SRPT
Sarepta Therapeutics, Inc.
 Buy - Position Entry
+224,883
Q1 2022
WDC
Western Digital Corporation
 Sell
-208,724