Thunderbird Partners LLP
- SEC CIK
- 0001636974
- Latest filing
- Aug 7, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 13
- +1 vs. Q4 2022
- Portfolio value
- $398.1M
- −$16.2M (−3.9%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MBCMasterBrand, Inc. | COMMON STOCK | 75,419 | $606.4K | 0.2% | +75,419 | New | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 690,343 | $5.25M | 1.3% | +24,347+3.7% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 133,144 | $8.44M | 2.1% | +4,408+3.4% | Added | History |
| TALTAL Education Group | SPONSORED ADS | 2,128,870 | $13.6M | 3.4% | +73,439+3.6% | Added | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 432,422 | $16.7M | 4.2% | +15,250+3.7% | Added | History |
| PTONPeloton Interactive, Inc. | CL A COM | 2,150,522 | $24.4M | 6.1% | +74,046+3.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 280,315 | $29.1M | 7.3% | −304,174−52.0% | Reduced | History |
| HOGHarley-Davidson, Inc. | COM | 791,123 | $30.0M | 7.5% | −758,351−48.9% | Reduced | History |
| LVSLas Vegas Sands Corp | COM | 531,794 | $30.6M | 7.7% | +18,311+3.6% | Added | History |
| JDJD.com, Inc. | SPON ADS CL A | 699,477 | $30.7M | 7.7% | +174,155+33.2% | Added | History |
| WDCWestern Digital Corp | COM | 1,188,480 | $44.8M | 11.2% | −298,437−20.1% | Reduced | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 1,219,116 | $48.2M | 12.1% | +42,635+3.6% | Added | – |
| SIXSix Flags Entertainment Corp | COM | 4,336,050 | $115.8M | 29.1% | +146,430+3.5% | Added | History |