Thunderbird Partners LLP
- SEC CIK
- 0001636974
- Latest filing
- Aug 7, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 0
- −8 vs. Q1 2025
- Portfolio value
- $0
- −$113.3M (−100.0%) vs. Q1 2025
This filing reports no long positions.
Sold out since Q1 2025 (8)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | 86,361 | $45.2M | 39.9% | History |
| VIKViking Holdings Ltd | ORD SHS | 396,963 | $15.8M | 13.9% | History |
| ILMNIllumina, Inc. | COM | 152,073 | $12.1M | 10.7% | History |
| CICigna Group | Stock | 34,638 | $11.4M | 10.1% | History |
| WDCWestern Digital Corp | COM | 280,201 | $11.3M | 10.0% | History |
| HUMHumana Inc | Stock | 36,921 | $9.77M | 8.6% | History |
| SNDKSandisk Corp | COM | 93,400 | $4.45M | 3.9% | History |
| NTESNetEase, Inc. | SPONSORED ADS | 31,546 | $3.25M | 2.9% | History |