David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q2 2021)
As of Jun 30, 2021, the Thunderbird Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 16, 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.
| 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
|