David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q2 2024)
According to the SEC 13F filed on Aug 13, 2024, the Thunderbird Partners portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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:
New Buys - UnitedHealth Group Incorporated
Increases - VanEck Junior Gold Miners ETF
Reductions - New Oriental Education & Techno, Alphabet Inc., Harley-Davidson, Inc., JD.com, Inc., PDD Holdings Inc., and 3 more
Complete Exits - KE Holdings Inc
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 11 of 11 transactions.
| 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
|