David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q3 2021)

As of Sep 30, 2021, the Thunderbird Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 15, 2021. 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 Q3 2021, the filing reported:

New Buys - None reported

Increases - Airbnb, Inc., Interactive Brokers Group, Inc., Spotify

Reductions - Alibaba Group Holding Limited, Alphabet Inc., Harley-Davidson, Inc., Meta Platforms, Inc., Western Digital Corporation

Complete Exits - Bank of America Corporation, JP Morgan Chase & Co., Kirby Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2021	ABNB Airbnb, Inc.	Airbnb, Inc.	Buy	+2,625	+2.6%	$17.21K	102,625
Q3 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-32,327	-5.5%	$81.92K	553,356
Q3 2021	BAC Bank of America Corporation	Bank of America Corporation	Sell - Position Exit	-1,128,231	-100.0%	$0.00	-
Q3 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-5,197	-9.4%	$134.12K	50,166
Q3 2021	HOG Harley-Davidson, Inc.	Harley-Davidson, Inc.	Sell	-126,961	-8.0%	$53.81K	1,469,920
Q3 2021	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+23,408	+2.6%	$56.90K	912,676
Q3 2021	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell - Position Exit	-300,113	-100.0%	$0.00	-
Q3 2021	KEX Kirby Corporation	Kirby Corporation	Sell - Position Exit	-1,982,102	-100.0%	$0.00	-
Q3 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-87,261	-16.9%	$145.68K	429,239
Q3 2021	SPOT Spotify	Spotify	Buy	+9,166	+2.7%	$78.52K	348,469
Q3 2021	WDC Western Digital Corporation	Western Digital Corporation	Sell	-33,309	-1.8%	$100.14K	1,774,310