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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| STX |
+636,003 | +$54,296 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| PTON |
-2,374,338 | -$11,990 | | MBC |
-522,547 | -$6,349 |
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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| TAL |
+163,336 | +$10,337 | | JD |
+77,034 | +$1,958 | | EDU |
+33,177 | +$9,464 | | GOOGL |
+16,152 | +$4,308 | | HOG |
+6,050 | +$544 | | WDC |
-24,033 | +$5,277 | | PDD |
-116,426 | +$6,490 | | MU |
-188,854 | -$2,514 | | SIX |
-239,483 | +$697 | | BEKE |
-544,347 | -$7,948 |
Size ($ in 1000's)
At 12/31/2023: $463,610
At 09/30/2023: $399,040
Thunderbird Partners LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Thunderbird Partners LLP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Thunderbird Partners LLP to be as follows, presented in the
table below with each row detailing each Thunderbird Partners LLP position, ordered by largest to smallest position size.
The all-stocks-held-by-Thunderbird Partners LLP table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Thunderbird Partners LLP as of the latest filing.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SIX FLAGS ENTMT CORP NEW |
4,030,075 |
-239,483 |
$101,074 | | SIX | 4,030,075 | -239,483 | $101,074 | | PDD HOLDINGS INC |
371,234 |
-116,426 |
$54,315 | | PDD | 371,234 | -116,426 | $54,315 | | SEAGATE TECHNOLOGY HLDNGS PL |
636,003 |
+636,003 |
$54,296 | | STX | 636,003 | +636,003 | $54,296 | | MICRON TECHNOLOGY INC |
596,984 |
-188,854 |
$50,947 | | MU | 596,984 | -188,854 | $50,947 | | WESTERN DIGITAL CORP. |
945,557 |
-24,033 |
$49,519 | | WDC | 945,557 | -24,033 | $49,519 | | NEW ORIENTAL ED & TECHNOLOGY |
510,604 |
+33,177 |
$37,417 | | EDU | 510,604 | +33,177 | $37,417 | | ALPHABET INC |
248,580 |
+16,152 |
$34,724 | | GOOGL | 248,580 | +16,152 | $34,724 | | JD.COM INC |
1,193,284 |
+77,034 |
$34,474 | | JD | 1,193,284 | +77,034 | $34,474 | | TAL EDUCATION GROUP |
2,513,769 |
+163,336 |
$31,749 | | TAL | 2,513,769 | +163,336 | $31,749 | | KE HLDGS INC |
724,351 |
-544,347 |
$11,742 | | BEKE | 724,351 | -544,347 | $11,742 | | HARLEY DAVIDSON INC |
91,005 |
+6,050 |
$3,353 | | HOG | 91,005 | +6,050 | $3,353 |  MASTERBRAND INC |
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$0 (exited) | | MBC | 0 | -522,547 | $0 | | PELOTON INTERACTIVE INC |
0 |
-2,374,338 |
$0 (exited) | | PTON | 0 | -2,374,338 | $0 |
See Summary: Thunderbird Partners LLP Top Holdings
See Details: Top 10 Stocks Held By Thunderbird Partners LLP
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