Thunderbird Partners LLP
- SEC CIK
- 0001636974
- Latest filing
- Aug 7, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 12
- +2 vs. Q3 2022
- Portfolio value
- $414.3M
- +$53.9M (+15.0%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SIXSix Flags Entertainment Corp | COM | 4,189,620 | $97.4M | 23.5% | +637,076+17.9% | Added | History |
| HOGHarley-Davidson, Inc. | COM | 1,549,474 | $64.5M | 15.6% | −1,680,569−52.0% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 584,489 | $51.6M | 12.4% | +27,740+5.0% | Added | History |
| WDCWestern Digital Corp | COM | 1,486,917 | $46.9M | 11.3% | −208,667−12.3% | Reduced | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 1,176,481 | $41.9M | 10.1% | +1,176,481 | New | – |
| JDJD.com, Inc. | SPON ADS CL A | 525,322 | $29.5M | 7.1% | +525,322 | New | History |
| LVSLas Vegas Sands Corp | COM | 513,483 | $24.7M | 6.0% | +15,599+3.1% | Added | History |
| PTONPeloton Interactive, Inc. | CL A COM | 2,076,476 | $16.5M | 4.0% | +62,978+3.1% | Added | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 417,172 | $14.5M | 3.5% | +417,172 | New | History |
| TALTAL Education Group | SPONSORED ADS | 2,055,431 | $14.5M | 3.5% | −550,161−21.1% | Reduced | History |
| YUMCYum China Holdings, Inc. | COM | 128,736 | $7.04M | 1.7% | −123,719−49.0% | Reduced | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 665,996 | $5.33M | 1.3% | +665,996 | New | History |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.