Thunderbird Partners LLP
- SEC CIK
- 0001636974
- Latest filing
- Aug 7, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 12
- +2 vs. Q4 2021
- Portfolio value
- $704.6M
- −$162.6M (−18.8%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PTONPeloton Interactive, Inc. | CL A COM | 247,889 | $6.55M | 0.9% | +247,889 | New | History |
| GTLBGitlab Inc. | CLASS A COM | 265,788 | $14.5M | 2.1% | +265,788 | New | History |
| ACADAcadia Pharmaceuticals Inc | COM | 692,825 | $16.8M | 2.4% | +692,825 | New | History |
| SRPTSarepta Therapeutics, Inc. | COM | 224,883 | $17.6M | 2.5% | +224,883 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 313,329 | $34.1M | 4.8% | +5,529+1.8% | Added | History |
| LVSLas Vegas Sands Corp | COM | 883,024 | $34.3M | 4.9% | +883,024 | New | History |
| NFLXNetflix Inc | Stock | 123,892 | $46.4M | 6.6% | +123,892 | New | History |
| AMZNAmazon Com Inc | Stock | 26,756 | $87.2M | 12.4% | +26,756 | New | History |
| WDCWestern Digital Corp | COM | 1,854,689 | $92.1M | 13.1% | −208,724−10.1% | Reduced | History |
| HOGHarley-Davidson, Inc. | COM | 2,709,326 | $106.7M | 15.2% | +270,931+11.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 44,532 | $123.9M | 17.6% | −6,308−12.4% | Reduced | History |
| SIXSix Flags Entertainment Corp | COM | 2,861,052 | $124.5M | 17.7% | +53,377+1.9% | Added | History |
Sold out since Q4 2021 (5)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| METAMeta Platforms, Inc. | Stock | 434,191 | $146.0M | 16.8% | History |
| SPOTSpotify Technology S.A. | Stock | 353,124 | $82.6M | 9.5% | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 925,664 | $73.5M | 8.5% | History |
| FUNSix Flags Entertainment Corporation | DEPOSITRY UNIT | 366,385 | $18.3M | 2.1% | History |
| COINCoinbase Global, Inc. | COM CL A | 66,454 | $16.8M | 1.9% | History |