Thunderbird Partners LLP
- SEC CIK
- 0001636974
- Latest filing
- Aug 7, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 10
- −2 vs. Q1 2022
- Portfolio value
- $420.5M
- −$284.0M (−40.3%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HOGHarley-Davidson, Inc. | COM | 3,139,282 | $99.4M | 23.6% | +429,956+15.9% | Added | History |
| WDCWestern Digital Corp | COM | 1,722,198 | $77.2M | 18.4% | −132,491−7.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 32,855 | $71.6M | 17.0% | −11,677−26.2% | Reduced | History |
| SIXSix Flags Entertainment Corp | COM | 3,165,441 | $68.7M | 16.3% | +304,389+10.6% | Added | History |
| AMZNAmazon Com Inc | Stock | 357,976 | $38.0M | 9.0% | −177,144−33.1% | ReducedConverted for a 20-for-1 split | History |
| BABAAlibaba Group Holding Ltd | ADR | 188,255 | $21.4M | 5.1% | −125,074−39.9% | Reduced | History |
| LVSLas Vegas Sands Corp | COM | 484,417 | $16.3M | 3.9% | −398,607−45.1% | Reduced | History |
| PTONPeloton Interactive, Inc. | CL A COM | 1,290,709 | $11.8M | 2.8% | +1,042,820+420.7% | Added | History |
| KURAKura Oncology, Inc. | COM | 512,727 | $9.40M | 2.2% | +512,727 | New | History |
| RVMDRevolution Medicines, Inc. | COM | 344,324 | $6.71M | 1.6% | +344,324 | New | History |
Sold out since Q1 2022 (4)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 123,892 | $46.4M | 6.6% | History |
| SRPTSarepta Therapeutics, Inc. | COM | 224,883 | $17.6M | 2.5% | History |
| ACADAcadia Pharmaceuticals Inc | COM | 692,825 | $16.8M | 2.4% | History |
| GTLBGitlab Inc. | CLASS A COM | 265,788 | $14.5M | 2.1% | History |