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Thunderbird Partners LLP

SEC CIK
0001636974
Latest filing
Aug 7, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
10
−2 vs. Q3 2021
Portfolio value
$867.2M
+$32.8M (+3.9%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Thunderbird Partners LLP in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
GOOGLAlphabet Inc.Stock50,840$147.3M17.0%+674+1.3%AddedHistory
METAMeta Platforms, Inc.Stock434,191$146.0M16.8%+4,952+1.2%AddedHistory
WDCWestern Digital CorpCOM2,063,413$134.6M15.5%+289,103+16.3%AddedHistory
SIXSix Flags Entertainment CorpCOM2,807,675$119.6M13.8%+1,053,890+60.1%AddedHistory
HOGHarley-Davidson, Inc.COM2,438,395$91.9M10.6%+968,475+65.9%AddedHistory
SPOTSpotify Technology S.A.Stock353,124$82.6M9.5%+4,655+1.3%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock925,664$73.5M8.5%+12,988+1.4%AddedHistory
BABAAlibaba Group Holding LtdADR307,800$36.6M4.2%−245,556−44.4%ReducedHistory
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT366,385$18.3M2.1%+5,158+1.4%AddedHistory
COINCoinbase Global, Inc.COM CL A66,454$16.8M1.9%+66,454NewHistory

Sold out since Q3 2021 (3)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Thunderbird Partners LLP sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
TWTRTwitter, Inc.COM958,659$57.9M6.9%History
ABNBAirbnb, Inc.Stock102,625$17.2M2.1%History
RNWReNew Energy Global plcCL A SHS1,654,644$16.9M2.0%History