David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q3 2023)

As of Sep 30, 2023, the Thunderbird Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 13, 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 Q3 2023, 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
Q3 2023
BEKE
KE Holdings Inc
Buy - Position Entry
+1,268,698
Q3 2023
EDU
New Oriental Education & Techno
Buy
+28,015
Q3 2023
GOOGL
Alphabet Inc.
Buy
+13,550
Q3 2023
HOG
Harley-Davidson, Inc.
Sell
-417,066
Q3 2023
JD
JD.com, Inc.
Sell
-239,513
Q3 2023
MBC
MasterBrand, Inc.
Buy
+30,663
Q3 2023
MU
Micron Technology, Inc.
Sell
-23,315
Q3 2023
PDD
PDD Holdings Inc.
Buy - Position Entry
+487,660
Q3 2023
PTON
Peloton Interactive, Inc.
Buy
+139,323
Q3 2023
TAL
TAL Education Group
Buy
+137,920
Q3 2023
WDC
Western Digital Corporation
Buy
+295,657