David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q2 2022)
According to the SEC 13F filed on Aug 15, 2022, the Thunderbird Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2022, the filing reported:
New Buys - Kura Oncology, Inc., Revolution Medicines, Inc.
Reductions - Alibaba Group Holding Limited, Alphabet Inc., Las Vegas Sands Corp., Western Digital Corporation
Complete Exits - ACADIA Pharmaceuticals Inc., GitLab Inc., Netflix, Inc., Sarepta Therapeutics, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 13 of 13 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2022
|
ACAD
ACADIA Pharmaceuticals Inc.
|
Sell - Position Exit |
-692,825
|
|
Q2 2022
|
AMZN
Amazon.com, Inc.
|
Buy |
+331,220
|
|
Q2 2022
|
BABA
Alibaba Group Holding Limited
|
Sell |
-125,074
|
|
Q2 2022
|
GOOGL
Alphabet Inc.
|
Sell |
-11,677
|
|
Q2 2022
|
GTLB
GitLab Inc.
|
Sell - Position Exit |
-265,788
|
|
Q2 2022
|
HOG
Harley-Davidson, Inc.
|
Buy |
+429,956
|
|
Q2 2022
|
KURA
Kura Oncology, Inc.
|
Buy - Position Entry |
+512,727
|
|
Q2 2022
|
LVS
Las Vegas Sands Corp.
|
Sell |
-398,607
|
|
Q2 2022
|
NFLX
Netflix, Inc.
|
Sell - Position Exit |
-123,892
|
|
Q2 2022
|
PTON
Peloton Interactive, Inc.
|
Buy |
+1,042,820
|
|
Q2 2022
|
RVMD
Revolution Medicines, Inc.
|
Buy - Position Entry |
+344,324
|
|
Q2 2022
|
SRPT
Sarepta Therapeutics, Inc.
|
Sell - Position Exit |
-224,883
|
|
Q2 2022
|
WDC
Western Digital Corporation
|
Sell |
-132,491
|