TP
| |
THUNDERBIRD PARTNERS LLP13F | |
| THUNDERBIRD PARTNERS LLP | |
| Last update 2024-08-13 | 11 Stocks (1 new) |
| Value $421.00 Mil | Turnover 12 % |
| Portfolio Report | |
THUNDERBIRD PARTNERS LLP Top Holdings of 2024-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SIX | Six Flags Entertainment Corp | 3,599,808 | 119297.640 | -3.49% | 28.340 | -0.88% | 4.270 | +29.04% | +33.87% | 2696.649 | Travel & Leisure | |
WDC | Western Digital Corp | 776,989 | 58872.460 | -11.22% | 13.990 | -1.72% | 0.240 | +5.96% | +22.15% | 22114.970 | Hardware | |
STX | Seagate Technology Holdings PLC | 490,160 | 50618.820 | -12.52% | 12.020 | -1.68% | 0.230 | +4.84% | +19.44% | 21110.645 | Hardware | |
UNH | UnitedHealth Group Inc | 90,776 | 46228.590 | New Holding | 10.980 | +10.98% | 0.010 | +9.12% | +18.13% | 565671.172 | Healthcare Plans | |
PDD | PDD Holdings Inc | 254,238 | 33800.940 | -23.00% | 8.030 | -2.27% | 0.020 | -20.12% | -22.22% | 158042.026 | Retail - Cyclical | |
EDU | New Oriental Education & Technology Group Inc | 390,822 | 30378.590 | -17.30% | 7.220 | -1.82% | 0.240 | -16.00% | -19.91% | 9473.989 | Education | |
JD | JD.com Inc | 1,116,363 | 28846.820 | -27.62% | 6.850 | -2.99% | 0.070 | +38.47% | +28.54% | 52850.400 | Retail - Cyclical | |
TAL | TAL Education Group | 2,249,906 | 24006.500 | -3.30% | 5.700 | -0.22% | 0.370 | +10.31% | -20.35% | 6079.084 | Education | |
GOOGL | Alphabet Inc | 80,808 | 14719.180 | -3.78% | 3.500 | -0.12% | 0.000 | +12.06% | +30.34% | 2232618.220 | Interactive Media | |
GDXJ | VanEck Junior Gold Miners ETF | 272,286 | 11468.690 | +72.43% | 2.720 | +1.14% | - | +4.17% | +21.31% | 5017.884 |
THUNDERBIRD PARTNERS LLP's Historical Top Holdings Breakdowns
THUNDERBIRD PARTNERS LLP's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 2024-06-30 | New Buy | +10.98% | 439.2 ($490.13) 524.63 | $614.67 | 25.41% | New holding | 90,776 | 90,776 | |
JD | JD.com Inc | 2024-06-30 | Reduce | -2.99% | 25.06 ($29.34) 35.27 | $36.10 | 23.04% | Reduce -27.62% | 1,116,363 | -425,954 | |
BEKE | KE Holdings Inc | 2024-06-30 | Sold Out | -2.35% | 12.58 ($15.66) 19.47 | $20.40 | 30.27% | Sold Out | 0 | -667,902 | |
PDD | PDD Holdings Inc | 2024-06-30 | Reduce | -2.27% | 113.43 ($135.42) 157.57 | $113.80 | -15.97% | Reduce -23% | 254,238 | -75,936 | |
EDU | New Oriental Education & Technology Group Inc | 2024-06-30 | Reduce | -1.82% | 71.34 ($81.47) 89.59 | $58.11 | -28.67% | Reduce -17.3% | 390,822 | -81,766 | |
WDC | Western Digital Corp | 2024-06-30 | Reduce | -1.72% | 66.05 ($73.38) 80.23 | $63.97 | -12.82% | Reduce -11.22% | 776,989 | -98,170 | |
STX | Seagate Technology Holdings PLC | 2024-06-30 | Reduce | -1.68% | 82.46 ($93.38) 105.99 | $99.80 | 6.88% | Reduce -12.52% | 490,160 | -70,148 | |
GDXJ | VanEck Junior Gold Miners ETF | 2024-06-30 | Add | +1.14% | 39.2 ($42.65) 46.94 | $45.99 | 7.83% | Add 72.43% | 272,286 | 114,376 | |
| SIX | Six Flags Entertainment Corp | 2024-06-30 | Reduce | -0.88% | 23.45 ($26.33) 33.14 | $32.00 | 21.53% | Reduce -3.49% | 3,599,808 | -130,219 | |
TAL | TAL Education Group | 2024-06-30 | Reduce | -0.22% | 10.22 ($11.81) 13.79 | $10.06 | -14.82% | Reduce -3.3% | 2,249,906 | -76,706 |
THUNDERBIRD PARTNERS LLP Total Holding History ($B)
THUNDERBIRD PARTNERS LLP's Asset Allocation
THUNDERBIRD PARTNERS LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
THUNDERBIRD PARTNERS LLP's Hypothetical Growth since 2024-06-30
THUNDERBIRD PARTNERS LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
THUNDERBIRD PARTNERS LLP's Holdings Heat Map
Size field:
THUNDERBIRD PARTNERS LLP's Holdings Bubble Chart
THUNDERBIRD PARTNERS LLP News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers