David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q2 2024)

As of Jun 30, 2024, the Thunderbird Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 13, 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 Q2 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
Q2 2024
BEKE
KE Holdings Inc
Sell - Position Exit
-667,902
Q2 2024
EDU
New Oriental Education & Techno
Sell
-81,766
Q2 2024
GDXJ
VanEck Junior Gold Miners ETF
Buy
+114,376
Q2 2024
GOOGL
Alphabet Inc.
Sell
-3,173
Q2 2024
HOG
Harley-Davidson, Inc.
Sell
-3,017
Q2 2024
JD
JD.com, Inc.
Sell
-425,954
Q2 2024
PDD
PDD Holdings Inc.
Sell
-75,936
Q2 2024
STX
Seagate Technology
Sell
-70,148
Q2 2024
TAL
TAL Education Group
Sell
-76,706
Q2 2024
UNH
UnitedHealth Group Incorporated
Buy - Position Entry
+90,776
Q2 2024
WDC
Western Digital Corporation
Sell
-98,170