David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q2 2021)
According to the SEC 13F filed on Aug 16, 2021, the Thunderbird Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2021, the filing reported:
New Buys - Spotify
Increases - Airbnb, Inc., Alibaba Group Holding Limited
Reductions - Bank of America Corporation, Alphabet Inc., Harley-Davidson, Inc., Interactive Brokers Group, Inc., JP Morgan Chase & Co., and 3 more
Complete Exits - TAL Education Group
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 12 of 12 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2021
|
ABNB
Airbnb, Inc.
|
Buy |
+83,598
|
|
Q2 2021
|
BABA
Alibaba Group Holding Limited
|
Buy |
+96,129
|
|
Q2 2021
|
BAC
Bank of America Corporation
|
Sell |
-954,318
|
|
Q2 2021
|
GOOGL
Alphabet Inc.
|
Sell |
-7,291
|
|
Q2 2021
|
HOG
Harley-Davidson, Inc.
|
Sell |
-671,986
|
|
Q2 2021
|
IBKR
Interactive Brokers Group, Inc.
|
Sell |
-262,489
|
|
Q2 2021
|
JPM
JP Morgan Chase & Co.
|
Sell |
-245,808
|
|
Q2 2021
|
KEX
Kirby Corporation
|
Sell |
-179,424
|
|
Q2 2021
|
META
Meta Platforms, Inc.
|
Sell |
-143,951
|
|
Q2 2021
|
SPOT
Spotify
|
Buy - Position Entry |
+339,303
|
|
Q2 2021
|
TAL
TAL Education Group
|
Sell - Position Exit |
-310,421
|
|
Q2 2021
|
WDC
Western Digital Corporation
|
Sell |
-279,324
|