Thunderbird Partners LLP
- SEC CIK
- 0001636974
- Latest filing
- Aug 7, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 13, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 12
- +2 vs. Q2 2023
- Portfolio value
- $399.0M
- +$74.0M (+22.8%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HOGHarley-Davidson, Inc. | COM | 84,955 | $2.81M | 0.7% | −417,066−83.1% | Reduced | History |
| MBCMasterBrand, Inc. | COMMON STOCK | 522,547 | $6.35M | 1.6% | +30,663+6.2% | Added | History |
| PTONPeloton Interactive, Inc. | CL A COM | 2,374,338 | $12.0M | 3.0% | +139,323+6.2% | Added | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 1,268,698 | $19.7M | 4.9% | +1,268,698 | New | History |
| TALTAL Education Group | SPONSORED ADS | 2,350,433 | $21.4M | 5.4% | +137,920+6.2% | Added | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 477,427 | $28.0M | 7.0% | +28,015+6.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 232,428 | $30.4M | 7.6% | +13,550+6.2% | Added | History |
| JDJD.com, Inc. | SPON ADS CL A | 1,116,250 | $32.5M | 8.1% | −239,513−17.7% | Reduced | History |
| WDCWestern Digital Corp | COM | 969,590 | $44.2M | 11.1% | +295,657+43.9% | Added | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 487,660 | $47.8M | 12.0% | +487,660 | New | History |
| MUMicron Technology Inc | Stock | 785,838 | $53.5M | 13.4% | −23,315−2.9% | Reduced | History |
| SIXSix Flags Entertainment Corp | COM | 4,269,558 | $100.4M | 25.2% | +249,754+6.2% | Added | History |