Thunderbird Partners LLP
- SEC CIK
- 0001636974
- Latest filing
- Aug 7, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 15, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 11
- −1 vs. Q3 2023
- Portfolio value
- $463.6M
- +$64.6M (+16.2%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SIXSix Flags Entertainment Corp | COM | 4,030,075 | $101.1M | 21.8% | −239,483−5.6% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 371,234 | $54.3M | 11.7% | −116,426−23.9% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 636,003 | $54.3M | 11.7% | +636,003 | New | History |
| MUMicron Technology Inc | Stock | 596,984 | $50.9M | 11.0% | −188,854−24.0% | Reduced | History |
| WDCWestern Digital Corp | COM | 945,557 | $49.5M | 10.7% | −24,033−2.5% | Reduced | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 510,604 | $37.4M | 8.1% | +33,177+6.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 248,580 | $34.7M | 7.5% | +16,152+6.9% | Added | History |
| JDJD.com, Inc. | SPON ADS CL A | 1,193,284 | $34.5M | 7.4% | +77,034+6.9% | Added | History |
| TALTAL Education Group | SPONSORED ADS | 2,513,769 | $31.7M | 6.8% | +163,336+6.9% | Added | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 724,351 | $11.7M | 2.5% | −544,347−42.9% | Reduced | History |
| HOGHarley-Davidson, Inc. | COM | 91,005 | $3.35M | 0.7% | +6,050+7.1% | Added | History |
Sold out since Q3 2023 (2)
Positions held at the end of Q3 2023 that are gone from this filing.