Thunderbird Partners LLP
- SEC CIK
- 0001636974
- Latest filing
- Aug 7, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 11
- 0 vs. Q1 2024
- Portfolio value
- $420.9M
- +$31.2M (+8.0%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SIXSix Flags Entertainment Corp | COM | 3,599,808 | $119.3M | 28.3% | −130,219−3.5% | Reduced | History |
| WDCWestern Digital Corp | COM | 776,989 | $58.9M | 14.0% | −98,170−11.2% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 490,160 | $50.6M | 12.0% | −70,148−12.5% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 90,776 | $46.2M | 11.0% | +90,776 | New | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 254,238 | $33.8M | 8.0% | −75,936−23.0% | Reduced | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 390,822 | $30.4M | 7.2% | −81,766−17.3% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 1,116,363 | $28.8M | 6.9% | −425,954−27.6% | Reduced | History |
| TALTAL Education Group | SPONSORED ADS | 2,249,906 | $24.0M | 5.7% | −76,706−3.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 80,808 | $14.7M | 3.5% | −3,173−3.8% | Reduced | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 272,286 | $11.5M | 2.7% | +114,376+72.4% | Added | – |
| HOGHarley-Davidson, Inc. | COM | 80,838 | $2.71M | 0.6% | −3,017−3.6% | Reduced | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.