David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q4 2021)
According to the SEC 13F filed on Feb 14, 2022, the Thunderbird Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 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.
Showing 9 of 9 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2021
|
ABNB
Airbnb, Inc.
|
Sell - Position Exit |
-102,625
|
|
Q4 2021
|
BABA
Alibaba Group Holding Limited
|
Sell |
-245,556
|
|
Q4 2021
|
COIN
Coinbase Global, Inc.
|
Buy - Position Entry |
+66,454
|
|
Q4 2021
|
GOOGL
Alphabet Inc.
|
Buy |
+674
|
|
Q4 2021
|
HOG
Harley-Davidson, Inc.
|
Buy |
+968,475
|
|
Q4 2021
|
IBKR
Interactive Brokers Group, Inc.
|
Buy |
+12,988
|
|
Q4 2021
|
META
Meta Platforms, Inc.
|
Buy |
+4,952
|
|
Q4 2021
|
SPOT
Spotify
|
Buy |
+4,655
|
|
Q4 2021
|
WDC
Western Digital Corporation
|
Buy |
+289,103
|