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Latest THUNDERBIRD PARTNERS LLP Stock Portfolio

$463Million

Equity Portfolio Value
Last Reported on: 15 Feb, 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 $399 Millions as of 30 Sep, 2023.

The top stock holdings of THUNDERBIRD PARTNERS LLP are SIX, SIX, MU. The fund has invested 25.2% of it's portfolio in SIX FLAGS ENTMT CORP NEW and 25.2% of portfolio in SIX FLAGS ENTMT CORP NEW.

They significantly reduced their stock positions in HARLEY DAVIDSON INC (HOG), JD.COM INC and MICRON TECHNOLOGY INC (MU). THUNDERBIRD PARTNERS LLP opened new stock positions in PDD HOLDINGS INC. The fund showed a lot of confidence in some stocks as they added substantially to WESTERN DIGITAL CORP. (WDC), MASTERBRAND INC and PELOTON INTERACTIVE INC (PTON).

New Buys

Ticker$ Bought
SEAGATE TECHNOLOGY HLDNGS PL54,295,600

New stocks bought by THUNDERBIRD PARTNERS LLP

Additions

Ticker% Inc.
HARLEY DAVIDSON INC7.12
NEW ORIENTAL ED & TECHNOLOGY6.95
ALPHABET INC6.95
TAL EDUCATION GROUP6.95
JD.COM INC6.9

Additions to existing portfolio by THUNDERBIRD PARTNERS LLP

Reductions

Ticker% Reduced
KE HLDGS INC-42.91
MICRON TECHNOLOGY INC-24.03
PDD HOLDINGS INC-23.87
SIX FLAGS ENTMT CORP NEW-5.61
WESTERN DIGITAL CORP.-2.48

THUNDERBIRD PARTNERS LLP reduced stake in above stock

Sold off

Ticker$ Sold
PELOTON INTERACTIVE INC-11,990,400
MASTERBRAND INC-6,348,950

THUNDERBIRD PARTNERS LLP got rid off the above stocks

Current Stock Holdings of THUNDERBIRD PARTNERS LLP

Last Reported on: 15 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
BEKEKE HLDGS INC2.53724,35111,741,700REDUCED-42.91
EDUNEW ORIENTAL ED & TECHNOLOGY8.07510,60437,417,100ADDED6.95
GOOGALPHABET INC7.49248,58034,724,100ADDED6.95
HOGHARLEY DAVIDSON INC0.7291,0053,352,620ADDED7.12
JDJD.COM INC7.441,193,28034,474,000ADDED6.9
MUMICRON TECHNOLOGY INC10.99596,98450,946,600REDUCED-24.03
PDDPDD HOLDINGS INC11.72371,23454,315,200REDUCED-23.87
PTONPELOTON INTERACTIVE INC0.000.000.00SOLD OFF-100
SIXSIX FLAGS ENTMT CORP NEW21.804,030,080101,074,000REDUCED-5.61
STXSEAGATE TECHNOLOGY HLDNGS PL11.71636,00354,295,600NEW
TALTAL EDUCATION GROUP6.852,513,77031,748,900ADDED6.95
WDCWESTERN DIGITAL CORP.10.68945,55749,518,800REDUCED-2.48
MASTERBRAND INC0.000.000.00SOLD OFF-100