David Jeffrey Fear - Thunderbird Partners Portfolio

Period Date  Mar 31, 2025
Filing Date  May 14, 2025
Total Stocks  8
Portfolio Value  $113.26M
Balances
Holdings
Activity
Options
Allocation
Strategy

Portfolio Overview

Comprehensive analysis of David Jeffrey Fear's investment portfolio

6
Total Holdings
$0.1B
Portfolio Value
Healthcare
Top Sector
3
Sectors

Investment Strategy Insights

  • • David Jeffrey Fear maintains a diversified portfolio across 3 sectors
  • • Top 5 holdings represent 79.3% of the portfolio
  • • Largest position: UNITEDHEALTH GROUP INC (UNH) at 39.9%

Trends by sector

Investment Adjustments from Previous Filing

Thunderbird Partners Holdings

SymbolPortfolio %Total Value
UNH
UNITEDHEALTH GROUP INC
39.93%$45,231,574
ILMN
ILLUMINA INC
10.65%$12,065,472
CI
THE CIGNA GROUP
10.06%$11,395,902
WDC
WESTERN DIGITAL CORP
10.00%$11,328,526
HUM
HUMANA INC
8.63%$9,769,297
NTES
NETEASE INC
2.87%$3,246,714