Thunderbird Partners LLP
- SEC CIK
- 0001636974
- Latest filing
- Aug 7, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 10
- 0 vs. Q2 2022
- Portfolio value
- $360.4M
- −$60.1M (−14.3%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HOGHarley-Davidson, Inc. | COM | 3,230,043 | $112.7M | 31.3% | +90,761+2.9% | Added | History |
| SIXSix Flags Entertainment Corp | COM | 3,552,544 | $62.9M | 17.4% | +387,103+12.2% | Added | History |
| WDCWestern Digital Corp | COM | 1,695,584 | $55.2M | 15.3% | −26,614−1.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 556,749 | $54.2M | 15.0% | −100,351−15.3% | ReducedConverted for a 20-for-1 split | History |
| LVSLas Vegas Sands Corp | COM | 497,884 | $18.7M | 5.2% | +13,467+2.8% | Added | History |
| PTONPeloton Interactive, Inc. | CL A COM | 2,013,498 | $14.0M | 3.9% | +722,789+56.0% | Added | History |
| TALTAL Education Group | SPONSORED ADS | 2,605,592 | $12.9M | 3.6% | +2,605,592 | New | History |
| YUMCYum China Holdings, Inc. | COM | 252,455 | $11.9M | 3.3% | +252,455 | New | History |
| CRMSalesforce, Inc. | Stock | 82,333 | $11.8M | 3.3% | +82,333 | New | History |
| GTLBGitlab Inc. | CLASS A COM | 119,991 | $6.15M | 1.7% | +119,991 | New | History |
Sold out since Q2 2022 (4)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 357,976 | $38.0M | 9.0% | History |
| BABAAlibaba Group Holding Ltd | ADR | 188,255 | $21.4M | 5.1% | History |
| KURAKura Oncology, Inc. | COM | 512,727 | $9.40M | 2.2% | History |
| RVMDRevolution Medicines, Inc. | COM | 344,324 | $6.71M | 1.6% | History |