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Name: |
THUNDERBIRD PARTNERS LLP |
City: |
London |
State: |
X0 |
Zip: |
W1K6NX |
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Holdings
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12 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
SIX |
Six Flags Inc |
1 |
- |
$31.98 |
$98,174,000 |
3,730,027 |
25.19% |
-2,900,000 |
-300,048 |
4.368 |
Sporting and Park Ent... |
|
WDC |
Western Digital Corp |
2 |
- |
$80.23 |
$59,721,000 |
875,159 |
15.32% |
10,202,000 |
-70,398 |
0.288 |
Data Storage Devices |
|
STX |
Seagate Technology |
3 |
- |
$105.99 |
$52,137,000 |
560,308 |
13.38% |
-2,159,000 |
-75,695 |
0.245 |
Data Storage Devices |
|
JD |
JD.com |
4 |
- |
$29.05 |
$42,244,000 |
1,542,317 |
10.84% |
7,770,000 |
349,033 |
0.116 |
Internet Service Prov... |
|
EDU |
New Oriental Education & Te... |
5 |
- |
$73.00 |
$41,030,000 |
472,588 |
10.53% |
3,613,000 |
-38,016 |
0.278 |
Education & Training ... |
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PDD |
Bloom Energy Corp |
6 |
- |
$144.18 |
$38,383,000 |
330,174 |
9.85% |
-15,932,000 |
-41,060 |
0.049 |
N/A |
|
XRS |
Tal Education Group America... |
7 |
- |
$10.74 |
$26,407,000 |
2,326,612 |
6.78% |
-5,342,000 |
-187,157 |
0.569 |
Education & Training ... |
|
GOOGL |
Alphabet Inc |
8 |
- |
$175.09 |
$12,675,000 |
83,981 |
3.25% |
-22,049,000 |
-164,599 |
0.001 |
Search Engines & Info... |
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BEKE |
KE Holdings Inc |
9 |
- |
$15.54 |
$9,170,000 |
667,902 |
2.35% |
-2,572,000 |
-56,449 |
0.08 |
N/A |
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GDXJ |
Market Vectors Junior Gold ... |
10 |
New |
$42.20 |
$6,117,000 |
157,910 |
1.57% |
6,117,000 |
157,910 |
0.142 |
Closed - End Fund - Debt |
|
HOG |
Harley Davidson Inc |
11 |
- |
$39.10 |
$3,668,000 |
83,855 |
0.94% |
315,000 |
-7,150 |
0.055 |
Recreational Vehicles |
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MU |
Micron Technology Inc |
12 |
Closed |
$153.45 |
$0 |
0 |
0% |
-50,947,000 |
-596,984 |
0 |
Semiconductor - Memor... |
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