Thunderbird Partners LLP
- SEC CIK
- 0001636974
- Latest filing
- Aug 7, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 10
- −3 vs. Q1 2023
- Portfolio value
- $325.1M
- −$73.1M (−18.4%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SIXSix Flags Entertainment Corp | COM | 4,019,804 | $104.4M | 32.1% | −316,246−7.3% | Reduced | History |
| MUMicron Technology Inc | Stock | 809,153 | $51.1M | 15.7% | +809,153 | New | History |
| JDJD.com, Inc. | SPON ADS CL A | 1,355,763 | $46.3M | 14.2% | +656,286+93.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 218,878 | $26.2M | 8.1% | −61,437−21.9% | Reduced | History |
| WDCWestern Digital Corp | COM | 673,933 | $25.6M | 7.9% | −514,547−43.3% | Reduced | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 449,412 | $17.7M | 5.5% | +16,990+3.9% | Added | History |
| HOGHarley-Davidson, Inc. | COM | 502,021 | $17.7M | 5.4% | −289,102−36.5% | Reduced | History |
| PTONPeloton Interactive, Inc. | CL A COM | 2,235,015 | $17.2M | 5.3% | +84,493+3.9% | Added | History |
| TALTAL Education Group | SPONSORED ADS | 2,212,513 | $13.2M | 4.1% | +83,643+3.9% | Added | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 491,884 | $5.72M | 1.8% | +416,465+552.2% | Added | History |
Sold out since Q1 2023 (4)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 1,219,116 | $48.2M | 12.1% | – |
| LVSLas Vegas Sands Corp | COM | 531,794 | $30.6M | 7.7% | History |
| YUMCYum China Holdings, Inc. | COM | 133,144 | $8.44M | 2.1% | History |
| YMMFull Truck Alliance Co. Ltd. | SPONSORED ADS | 690,343 | $5.25M | 1.3% | History |