David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q1 2024)
As of Mar 31, 2024, the Thunderbird Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2024. 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 2024, the filing reported:
New Buys - VanEck Junior Gold Miners ETF
Increases - JD.com, Inc.
Reductions - KE Holdings Inc, New Oriental Education & Techno, Alphabet Inc., Harley-Davidson, Inc., PDD Holdings Inc., and 3 more
Complete Exits - Micron Technology, Inc.
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 2024
|
BEKE
KE Holdings Inc
|
Sell |
-56,449
|
|
Q1 2024
|
EDU
New Oriental Education & Techno
|
Sell |
-38,016
|
|
Q1 2024
|
GDXJ
VanEck Junior Gold Miners ETF
|
Buy - Position Entry |
+157,910
|
|
Q1 2024
|
GOOGL
Alphabet Inc.
|
Sell |
-164,599
|
|
Q1 2024
|
HOG
Harley-Davidson, Inc.
|
Sell |
-7,150
|
|
Q1 2024
|
JD
JD.com, Inc.
|
Buy |
+349,033
|
|
Q1 2024
|
MU
Micron Technology, Inc.
|
Sell - Position Exit |
-596,984
|
|
Q1 2024
|
PDD
PDD Holdings Inc.
|
Sell |
-41,060
|
|
Q1 2024
|
STX
Seagate Technology
|
Sell |
-75,695
|
|
Q1 2024
|
TAL
TAL Education Group
|
Sell |
-187,157
|
|
Q1 2024
|
WDC
Western Digital Corporation
|
Sell |
-70,398
|