David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q2 2023)
As of Jun 30, 2023, the Thunderbird Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2023. 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 2023, the filing reported:
New Buys - 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 |
|---|---|---|---|
|
Q2 2023
|
EDU
New Oriental Education & Techno
|
Buy |
+16,990
|
|
Q2 2023
|
GDXJ
VanEck Junior Gold Miners ETF
|
Sell - Position Exit |
-1,219,116
|
|
Q2 2023
|
GOOGL
Alphabet Inc.
|
Sell |
-61,437
|
|
Q2 2023
|
HOG
Harley-Davidson, Inc.
|
Sell |
-289,102
|
|
Q2 2023
|
JD
JD.com, Inc.
|
Buy |
+656,286
|
|
Q2 2023
|
LVS
Las Vegas Sands Corp.
|
Sell - Position Exit |
-531,794
|
|
Q2 2023
|
MBC
MasterBrand, Inc.
|
Buy |
+416,465
|
|
Q2 2023
|
MU
Micron Technology, Inc.
|
Buy - Position Entry |
+809,153
|
|
Q2 2023
|
PTON
Peloton Interactive, Inc.
|
Buy |
+84,493
|
|
Q2 2023
|
TAL
TAL Education Group
|
Buy |
+83,643
|
|
Q2 2023
|
WDC
Western Digital Corporation
|
Sell |
-514,547
|
|
Q2 2023
|
YMM
Full Truck Alliance Co. Ltd.
|
Sell - Position Exit |
-690,343
|
|
Q2 2023
|
YUMC
Yum China Holdings, Inc.
|
Sell - Position Exit |
-133,144
|