David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q3 2024)
As of Sep 30, 2024, the Thunderbird Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 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 Q3 2024, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - TAL Education Group, UnitedHealth Group Incorporated
Complete Exits - New Oriental Education & Techno, VanEck Junior Gold Miners ETF, Alphabet Inc., Harley-Davidson, Inc., JD.com, Inc., and 3 more
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 2024
|
EDU
New Oriental Education & Techno
|
Sell - Position Exit |
-390,822
|
|
Q3 2024
|
GDXJ
VanEck Junior Gold Miners ETF
|
Sell - Position Exit |
-272,286
|
|
Q3 2024
|
GOOGL
Alphabet Inc.
|
Sell - Position Exit |
-80,808
|
|
Q3 2024
|
HOG
Harley-Davidson, Inc.
|
Sell - Position Exit |
-80,838
|
|
Q3 2024
|
JD
JD.com, Inc.
|
Sell - Position Exit |
-1,116,363
|
|
Q3 2024
|
PDD
PDD Holdings Inc.
|
Sell - Position Exit |
-254,238
|
|
Q3 2024
|
STX
Seagate Technology
|
Sell - Position Exit |
-490,160
|
|
Q3 2024
|
TAL
TAL Education Group
|
Sell |
-703,086
|
|
Q3 2024
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-35,517
|
|
Q3 2024
|
WDC
Western Digital Corporation
|
Sell - Position Exit |
-776,989
|