Thunderbird Partners LLP
- SEC CIK
- 0001636974
- Latest filing
- Aug 7, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 11
- 0 vs. Q4 2023
- Portfolio value
- $389.7M
- −$73.9M (−15.9%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SIXSix Flags Entertainment Corp | COM | 3,730,027 | $98.2M | 25.2% | −300,048−7.4% | Reduced | History |
| WDCWestern Digital Corp | COM | 875,159 | $59.7M | 15.3% | −70,398−7.4% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 560,308 | $52.1M | 13.4% | −75,695−11.9% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 1,542,317 | $42.2M | 10.8% | +349,033+29.2% | Added | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 472,588 | $41.0M | 10.5% | −38,016−7.4% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 330,174 | $38.4M | 9.8% | −41,060−11.1% | Reduced | History |
| TALTAL Education Group | SPONSORED ADS | 2,326,612 | $26.4M | 6.8% | −187,157−7.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 83,981 | $12.7M | 3.3% | −164,599−66.2% | Reduced | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 667,902 | $9.17M | 2.4% | −56,449−7.8% | Reduced | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 157,910 | $6.12M | 1.6% | +157,910 | New | – |
| HOGHarley-Davidson, Inc. | COM | 83,855 | $3.67M | 0.9% | −7,150−7.9% | Reduced | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.