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

As of Mar 31, 2022, the Thunderbird Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 16, 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:

New Buys - ACADIA Pharmaceuticals Inc., Amazon.com, Inc., GitLab Inc., Las Vegas Sands Corp., Netflix, Inc., and 2 more

Increases - Alibaba Group Holding Limited, Harley-Davidson, Inc.

Reductions - Alphabet Inc., Western Digital Corporation

Complete Exits - Coinbase Global, Inc., Interactive Brokers Group, Inc., Meta Platforms, Inc., Spotify

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

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2022	ACAD ACADIA Pharmaceuticals Inc.	ACADIA Pharmaceuticals Inc.	Buy - Position Entry	+692,825	-	$16.78K	692,825
Q1 2022	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+26,756	-	$87.22K	26,756
Q1 2022	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Buy	+5,529	+1.8%	$34.09K	313,329
Q1 2022	COIN Coinbase Global, Inc.	Coinbase Global, Inc.	Sell - Position Exit	-66,454	-100.0%	$0.00	-
Q1 2022	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-6,308	-12.4%	$123.86K	44,532
Q1 2022	GTLB GitLab Inc.	GitLab Inc.	Buy - Position Entry	+265,788	-	$14.47K	265,788
Q1 2022	HOG Harley-Davidson, Inc.	Harley-Davidson, Inc.	Buy	+270,931	+11.1%	$106.75K	2,709,326
Q1 2022	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell - Position Exit	-925,664	-100.0%	$0.00	-
Q1 2022	LVS Las Vegas Sands Corp.	Las Vegas Sands Corp.	Buy - Position Entry	+883,024	-	$34.32K	883,024
Q1 2022	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell - Position Exit	-434,191	-100.0%	$0.00	-
Q1 2022	NFLX Netflix, Inc.	Netflix, Inc.	Buy - Position Entry	+123,892	-	$46.41K	123,892
Q1 2022	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Buy - Position Entry	+247,889	-	$6.55K	247,889
Q1 2022	SPOT Spotify	Spotify	Sell - Position Exit	-353,124	-100.0%	$0.00	-
Q1 2022	SRPT Sarepta Therapeutics, Inc.	Sarepta Therapeutics, Inc.	Buy - Position Entry	+224,883	-	$17.57K	224,883
Q1 2022	WDC Western Digital Corporation	Western Digital Corporation	Sell	-208,724	-10.1%	$92.08K	1,854,689