Thunderbird Partners LLP
- SEC CIK
- 0001636974
- Latest filing
- Aug 7, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 8
- +5 vs. Q4 2024
- Portfolio value
- $113.3M
- +$51.4M (+83.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 86,361 | $45.2M | 39.9% | +18,245+26.8% | Added | History |
| VIKViking Holdings Ltd | ORD SHS | 396,963 | $15.8M | 13.9% | +396,963 | New | History |
| ILMNIllumina, Inc. | COM | 152,073 | $12.1M | 10.7% | +63,249+71.2% | Added | History |
| CICigna Group | Stock | 34,638 | $11.4M | 10.1% | +34,638 | New | History |
| WDCWestern Digital Corp | COM | 280,201 | $11.3M | 10.0% | +280,201 | New | History |
| HUMHumana Inc | Stock | 36,921 | $9.77M | 8.6% | +36,921 | New | History |
| SNDKSandisk Corp | COM | 93,400 | $4.45M | 3.9% | +93,400 | New | History |
| NTESNetEase, Inc. | SPONSORED ADS | 31,546 | $3.25M | 2.9% | +31,546 | New | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.