Thunderbird Partners LLP
- SEC CIK
- 0001636974
- Latest filing
- Aug 7, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 3
- −8 vs. Q2 2024
- Portfolio value
- $58.5M
- −$362.4M (−86.1%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 55,259 | $32.3M | 55.2% | −35,517−39.1% | Reduced | History |
| TALTAL Education Group | SPONSORED ADS | 1,546,820 | $18.3M | 31.3% | −703,086−31.2% | Reduced | History |
| SIXSix Flags Entertainment Corp | COM | 195,700 | $7.89M | 13.5% | −3,404,108−94.6% | Reduced | History |
Sold out since Q2 2024 (8)
Positions held at the end of Q2 2024 that are gone from this filing.
| Security | Class | Shares in Q2 2024 | Value in Q2 2024 | % of portfolio in Q2 2024 | History |
|---|---|---|---|---|---|
| WDCWestern Digital Corp | COM | 776,989 | $58.9M | 14.0% | History |
| STXSeagate Technology Holdings plc | ORD SHS | 490,160 | $50.6M | 12.0% | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 254,238 | $33.8M | 8.0% | History |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 390,822 | $30.4M | 7.2% | History |
| JDJD.com, Inc. | SPON ADS CL A | 1,116,363 | $28.8M | 6.9% | History |
| GOOGLAlphabet Inc. | Stock | 80,808 | $14.7M | 3.5% | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 272,286 | $11.5M | 2.7% | – |
| HOGHarley-Davidson, Inc. | COM | 80,838 | $2.71M | 0.6% | History |