David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q4 2021)

As of Dec 31, 2021, the Thunderbird Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 2022. 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 Q4 2021, the filing reported:

New Buys - Coinbase Global, Inc.

Increases - Alphabet Inc., Harley-Davidson, Inc., Interactive Brokers Group, Inc., Meta Platforms, Inc., Spotify, and 1 more

Reductions - Alibaba Group Holding Limited

Complete Exits - Airbnb, Inc.

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
Q4 2021	ABNB Airbnb, Inc.	Airbnb, Inc.	Sell - Position Exit	-102,625	-100.0%	$0.00	-
Q4 2021	BABA Alibaba Group Holding Limited	Alibaba Group Holding Limited	Sell	-245,556	-44.4%	$36.56K	307,800
Q4 2021	COIN Coinbase Global, Inc.	Coinbase Global, Inc.	Buy - Position Entry	+66,454	-	$16.77K	66,454
Q4 2021	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+674	+1.3%	$147.29K	50,840
Q4 2021	HOG Harley-Davidson, Inc.	Harley-Davidson, Inc.	Buy	+968,475	+65.9%	$91.90K	2,438,395
Q4 2021	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+12,988	+1.4%	$73.52K	925,664
Q4 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+4,952	+1.2%	$146.04K	434,191
Q4 2021	SPOT Spotify	Spotify	Buy	+4,655	+1.3%	$82.64K	353,124
Q4 2021	WDC Western Digital Corporation	Western Digital Corporation	Buy	+289,103	+16.3%	$134.56K	2,063,413