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Livermore
Livermore
ZHEN

Thunderbird Partners LLP

SEC CIK
0001636974
Latest filing
Aug 7, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
12
−2 vs. Q2 2021
Portfolio value
$834.4M
−$280.1M (−25.1%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Thunderbird Partners LLP in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
METAMeta Platforms, Inc.Stock429,239$145.7M17.5%−87,261−16.9%ReducedHistory
GOOGLAlphabet Inc.Stock50,166$134.1M16.1%−5,197−9.4%ReducedHistory
WDCWestern Digital CorpCOM1,774,310$100.1M12.0%−33,309−1.8%ReducedHistory
BABAAlibaba Group Holding LtdADR553,356$81.9M9.8%−32,327−5.5%ReducedHistory
SPOTSpotify Technology S.A.Stock348,469$78.5M9.4%+9,166+2.7%AddedHistory
SIXSix Flags Entertainment CorpCOM1,753,785$74.5M8.9%+667,743+61.5%AddedHistory
TWTRTwitter, Inc.COM958,659$57.9M6.9%+958,659NewHistory
IBKRInteractive Brokers Group, Inc.Stock912,676$56.9M6.8%+23,408+2.6%AddedHistory
HOGHarley-Davidson, Inc.COM1,469,920$53.8M6.4%−126,961−8.0%ReducedHistory
ABNBAirbnb, Inc.Stock102,625$17.2M2.1%+2,625+2.6%AddedHistory
RNWReNew Energy Global plcCL A SHS1,654,644$16.9M2.0%+1,654,644NewHistory
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT361,227$16.8M2.0%−113,737−23.9%ReducedHistory

Sold out since Q2 2021 (4)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Thunderbird Partners LLP sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
KEXKirby CorpCOM1,982,102$120.2M10.8%History
JPMJPMorgan Chase & CoStock300,113$46.7M4.2%History
BACBank of America CorpStock1,128,231$46.5M4.2%History
RMG Acquisition Corp IIG76083107CL A SHS1,611,956$16.0M1.4%–