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:
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.
| 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
|