Thunderbird Partners LLP
- SEC CIK
- 0001636974
- Latest filing
- Aug 7, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 14
- −2 vs. Q1 2021
- Portfolio value
- $1.11B
- −$72.2M (−6.1%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 516,500 | $179.6M | 16.1% | −143,951−21.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 55,363 | $135.2M | 12.1% | −7,291−11.6% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 585,683 | $132.8M | 11.9% | +96,129+19.6% | Added | History |
| WDCWestern Digital Corp | COM | 1,807,619 | $128.6M | 11.5% | −279,324−13.4% | Reduced | History |
| KEXKirby Corp | COM | 1,982,102 | $120.2M | 10.8% | −179,424−8.3% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 339,303 | $93.5M | 8.4% | +339,303 | New | History |
| HOGHarley-Davidson, Inc. | COM | 1,596,881 | $73.2M | 6.6% | −671,986−29.6% | Reduced | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 889,268 | $58.5M | 5.2% | −262,489−22.8% | Reduced | History |
| SIXSix Flags Entertainment Corp | COM | 1,086,042 | $47.0M | 4.2% | −96,477−8.2% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 300,113 | $46.7M | 4.2% | −245,808−45.0% | Reduced | History |
| BACBank of America Corp | Stock | 1,128,231 | $46.5M | 4.2% | −954,318−45.8% | Reduced | History |
| FUNSix Flags Entertainment Corporation | DEPOSITRY UNIT | 474,964 | $21.3M | 1.9% | 00.0% | Unchanged | History |
| RMG Acquisition Corp IIG76083107 | CL A SHS | 1,611,956 | $16.0M | 1.4% | 00.0% | Unchanged | – |
| ABNBAirbnb, Inc. | Stock | 100,000 | $15.3M | 1.4% | +83,598+509.7% | Added | History |
Sold out since Q1 2021 (3)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| TALTAL Education Group | SPONSORED ADS | 310,421 | $16.7M | 1.4% | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 1,190,547 | $16.7M | 1.4% | History |
| Colony Cap Inc New19626G108 | CL A COM | 1,791,484 | $11.6M | 1.0% | – |