David Jeffrey Fear - Thunderbird Partners Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 14, 2025
Total Stocks		8
Portfolio Value		$113.26M

Thunderbird Partners Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q3 2023Sep 30, 2023	MBC MasterBrand, Inc.	MasterBrand, Inc.	Buy	+30,663+6.2%	$6.35M	522,547
Q3 2023Sep 30, 2023	EDU New Oriental Education & Techno	New Oriental Education & Techno	Buy	+28,015+6.2%	$27.95M	477,427
Q3 2023Sep 30, 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+13,550+6.2%	$30.42M	232,428
Q3 2023Sep 30, 2023	MU Micron Technology, Inc.	Micron Technology, Inc.	Sell	-23,315-2.9%	$53.46M	785,838
Q3 2023Sep 30, 2023	JD JD.com, Inc.	JD.com, Inc.	Sell	-239,513-17.7%	$32.52M	1,116,250
Q3 2023Sep 30, 2023	HOG Harley-Davidson, Inc.	Harley-Davidson, Inc.	Sell	-417,066-83.1%	$2.81M	84,955
Q2 2023Jun 30, 2023	MU Micron Technology, Inc.	Micron Technology, Inc.	Buy - Position Entry	+809,153	$51.07M	809,153
Q2 2023Jun 30, 2023	JD JD.com, Inc.	JD.com, Inc.	Buy	+656,286+93.8%	$46.27M	1,355,763
Q2 2023Jun 30, 2023	MBC MasterBrand, Inc.	MasterBrand, Inc.	Buy	+416,465+552.2%	$5.72M	491,884
Q2 2023Jun 30, 2023	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Buy	+84,493+3.9%	$17.19M	2,235,015
Q2 2023Jun 30, 2023	TAL TAL Education Group	TAL Education Group	Buy	+83,643+3.9%	$13.19M	2,212,513
Q2 2023Jun 30, 2023	EDU New Oriental Education & Techno	New Oriental Education & Techno	Buy	+16,990+3.9%	$17.75M	449,412
Q2 2023Jun 30, 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-61,437-21.9%	$26.20M	218,878
Q2 2023Jun 30, 2023	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Sell - Position Exit	-133,144-100.0%	$0.00	-
Q2 2023Jun 30, 2023	HOG Harley-Davidson, Inc.	Harley-Davidson, Inc.	Sell	-289,102-36.5%	$17.68M	502,021
Q2 2023Jun 30, 2023	WDC Western Digital Corporation	Western Digital Corporation	Sell	-514,547-43.3%	$25.56M	673,933
Q2 2023Jun 30, 2023	LVS Las Vegas Sands Corp.	Las Vegas Sands Corp.	Sell - Position Exit	-531,794-100.0%	$0.00	-
Q2 2023Jun 30, 2023	YMM Full Truck Alliance Co. Ltd.	Full Truck Alliance Co. Ltd.	Sell - Position Exit	-690,343-100.0%	$0.00	-
Q2 2023Jun 30, 2023	GDXJ VanEck Junior Gold Miners ETF	VanEck Junior Gold Miners ETF	Sell - Position Exit	-1,219,116-100.0%	$0.00	-
Q1 2023Mar 31, 2023	JD JD.com, Inc.	JD.com, Inc.	Buy	+174,155+33.2%	$30.70M	699,477
Q1 2023Mar 31, 2023	MBC MasterBrand, Inc.	MasterBrand, Inc.	Buy - Position Entry	+75,419	$606.37K	75,419
Q1 2023Mar 31, 2023	PTON Peloton Interactive, Inc.	Peloton Interactive, Inc.	Buy	+74,046+3.6%	$24.39M	2,150,522
Q1 2023Mar 31, 2023	TAL TAL Education Group	TAL Education Group	Buy	+73,439+3.6%	$13.65M	2,128,870
Q1 2023Mar 31, 2023	GDXJ VanEck Junior Gold Miners ETF	VanEck Junior Gold Miners ETF	Buy	+42,635+3.6%	$48.16M	1,219,116
Q1 2023Mar 31, 2023	YMM Full Truck Alliance Co. Ltd.	Full Truck Alliance Co. Ltd.	Buy	+24,347+3.7%	$5.25M	690,343
Q1 2023Mar 31, 2023	LVS Las Vegas Sands Corp.	Las Vegas Sands Corp.	Buy	+18,311+3.6%	$30.55M	531,794
Q1 2023Mar 31, 2023	EDU New Oriental Education & Techno	New Oriental Education & Techno	Buy	+15,250+3.7%	$16.70M	432,422
Q1 2023Mar 31, 2023	YUMC Yum China Holdings, Inc.	Yum China Holdings, Inc.	Buy	+4,408+3.4%	$8.44M	133,144
Q1 2023Mar 31, 2023	WDC Western Digital Corporation	Western Digital Corporation	Sell	-298,437-20.1%	$44.77M	1,188,480
Q1 2023Mar 31, 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-304,174-52.0%	$29.08M	280,315

Page 3 of 12 • 360 total trades

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