Latest THUNDERBIRD PARTNERS LLP Stock Portfolio
$779Million
Equity Portfolio Value
Last Reported on: 15 May, 2024
About THUNDERBIRD PARTNERS LLP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, THUNDERBIRD PARTNERS LLP reported an equity portfolio of $779.5 Millions as of 31 Mar, 2024.
The top stock holdings of THUNDERBIRD PARTNERS LLP are SIX, WDC, STX. The fund has invested 25.2% of it's portfolio in SIX FLAGS ENTMT CORP NEW and 15.3% of portfolio in WESTERN DIGITAL CORP.
The fund managers got completely rid off MICRON TECHNOLOGY INC (MU) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG). THUNDERBIRD PARTNERS LLP opened new stock positions in VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to JD.COM INC (JD), TAL EDUCATION GROUP (TAL) and NEW ORIENTAL ED & TECHNOLOGY (EDU).
The top stock holdings of THUNDERBIRD PARTNERS LLP are SIX, WDC, STX. The fund has invested 25.2% of it's portfolio in SIX FLAGS ENTMT CORP NEW and 15.3% of portfolio in WESTERN DIGITAL CORP.
The fund managers got completely rid off MICRON TECHNOLOGY INC (MU) stocks. They significantly reduced their stock positions in ALPHABET INC (GOOG). THUNDERBIRD PARTNERS LLP opened new stock positions in VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to JD.COM INC (JD), TAL EDUCATION GROUP (TAL) and NEW ORIENTAL ED & TECHNOLOGY (EDU).
New Buys
| Ticker | $ Bought |
|---|---|
| VANECK ETF TRUST | 12,234,900 |
New stocks bought by THUNDERBIRD PARTNERS LLP
Additions
| Ticker | % Inc. |
|---|---|
| JD.COM INC | 158 |
| NEW ORIENTAL ED & TECHNOLOGY | 85.11 |
| SIX FLAGS ENTMT CORP NEW | 85.11 |
| TAL EDUCATION GROUP | 85.11 |
| WESTERN DIGITAL CORP. | 85.11 |
| KE HLDGS INC | 84.41 |
| HARLEY DAVIDSON INC | 84.29 |
| PDD HOLDINGS INC | 77.88 |
Additions to existing portfolio by THUNDERBIRD PARTNERS LLP
Reductions
| Ticker | % Reduced |
|---|---|
| ALPHABET INC | -32.43 |
THUNDERBIRD PARTNERS LLP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| MICRON TECHNOLOGY INC | -50,946,600 |
THUNDERBIRD PARTNERS LLP got rid off the above stocks
Current Stock Holdings of THUNDERBIRD PARTNERS LLP
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AFK | VANECK ETF TRUST | 1.57 | 315,820 | 12,234,900 | NEW | ||
| BEKE | KE HLDGS INC | 2.35 | 1,335,800 | 18,340,600 | ADDED | 84.41 | |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | 10.53 | 945,176 | 82,060,200 | ADDED | 85.11 | |
| GOOG | ALPHABET INC | 3.25 | 167,962 | 25,350,500 | REDUCED | -32.43 | |
| HOG | HARLEY DAVIDSON INC | 0.94 | 167,710 | 7,335,640 | ADDED | 84.29 | |
| JD | JD.COM INC | 10.84 | 3,084,630 | 84,488,100 | ADDED | 158 | |
| MU | MICRON TECHNOLOGY INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PDD | PDD HOLDINGS INC | 9.85 | 660,348 | 76,765,500 | ADDED | 77.88 | |
| SIX | SIX FLAGS ENTMT CORP NEW | 25.19 | 7,460,050 | 196,349,000 | ADDED | 85.11 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 13.38 | 1,120,620 | 104,273,000 | ADDED | 76.2 | |
| TAL | TAL EDUCATION GROUP | 6.78 | 4,653,220 | 52,814,100 | ADDED | 85.11 | |
| WDC | WESTERN DIGITAL CORP. | 15.32 | 1,750,320 | 119,442,000 | ADDED | 85.11 |