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:

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