David Jeffrey Fear - Thunderbird Partners 13F Portfolio Holdings (Q1 2025)
According to the SEC 13F filed on May 14, 2025, the Thunderbird Partners portfolio is valued at approximately $113.26M across 7 publicly traded holdings as of quarter-end Mar 31, 2025. This profile highlights the top investments led by UNITEDHEALTH GROUP INC (UNH), ILLUMINA INC (ILMN), THE CIGNA GROUP (CI), WESTERN DIGITAL CORP (WDC), and others. Explore insights into portfolio composition, sector allocation, and recent trade activity.
Thunderbird Partners's stock portfolio spans 7 holdings across 4 sectors, with a total market value of $113.26M. The Healthcare sector represents the largest allocation, while the top holdings account for nearly 100% of the total portfolio value. UNITEDHEALTH GROUP INC remains the single largest position at 39.9% of all equity investments.
Complete Holdings
Showing 7 of 7 holdings.
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 39.93% | 86,361 | +18,245 | +26.79% | $45.23M |
| ILLUMINA INC | ILMN | Healthcare | 10.65% | 152,073 | +63,249 | +71.21% | $12.07M |
| THE CIGNA GROUP | CI | Healthcare | 10.06% | 34,638 | +34,638 | +100.00% | $11.40M |
| WESTERN DIGITAL CORP | WDC | Technology | 10.00% | 280,201 | -496,788 | -63.94% | $11.33M |
| HUMANA INC | HUM | Healthcare | 8.63% | 36,921 | +36,921 | +100.00% | $9.77M |
| SANDISK CORP | SNDK | Other | 3.93% | 93,400 | +93,400 | +100.00% | $4.45M |
| NETEASE INC | NTES | Communication Services | 2.87% | 31,546 | +31,546 | +100.00% | $3.25M |
Holdings by Sector
| Sector | Allocation | Value |
|---|---|---|
| Healthcare | 80.49% | $78.46M |
| Technology | 11.62% | $11.33M |
| Other | 4.56% | $4.45M |
| Communication Services | 3.33% | $3.25M |
Portfolio insights
According to the SEC 13F filed on May 14, 2025, the Thunderbird Partners portfolio holds 7 securities valued at $97.48M as of quarter-end Mar 31, 2025. The Healthcare sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.