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Thunderbird Partners LLP

SEC CIK
0001636974
Latest filing
Aug 7, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.

Institution overview
Positions
16
No 13F data for Q4 2020
Portfolio value
$1.19B
No 13F data for Q4 2020
Filed
May 17, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Thunderbird Partners LLP in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
METAMeta Platforms, Inc.Stock660,451$194.5M16.4%––History
WDCWestern Digital CorpCOM2,086,943$139.3M11.7%––History
KEXKirby CorpCOM2,161,526$130.3M11.0%––History
GOOGLAlphabet Inc.Stock62,654$129.2M10.9%––History
BABAAlibaba Group Holding LtdADR489,554$111.0M9.4%––History
HOGHarley-Davidson, Inc.COM2,268,867$91.0M7.7%––History
IBKRInteractive Brokers Group, Inc.Stock1,151,757$84.1M7.1%––History
JPMJPMorgan Chase & CoStock545,921$83.1M7.0%––History
BACBank of America CorpStock2,082,549$80.6M6.8%––History
SIXSix Flags Entertainment CorpCOM1,182,519$55.0M4.6%––History
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT474,964$23.6M2.0%––History
RMG Acquisition Corp IIG76083107CL A SHS1,611,956$16.9M1.4%–––
TALTAL Education GroupSPONSORED ADS310,421$16.7M1.4%––History
EDUNew Oriental Education & Technology Group Inc.SPON ADR1,190,547$16.7M1.4%––History
Colony Cap Inc New19626G108CL A COM1,791,484$11.6M1.0%–––
ABNBAirbnb, Inc.Stock16,402$3.08M0.3%––History