$797 Million is the total value of THUNDERBIRD PARTNERS LLP's 9 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEWcl a | $119,229,000 | -4.0% | 3,633,919 | 0.0% | 14.96% | -21.9% | |
| FWONK | LIBERTY MEDIA CORP DELAWARE | $92,628,000 | +20.4% | 2,494,697 | 0.0% | 11.62% | -2.1% | |
| BKNG | BOOKING HLDGS INC | $47,606,000 | -2.6% | 23,485 | 0.0% | 5.97% | -20.7% | |
| OIH | VANECK VECTORS ETF TRoil svcs etf | $38,444,000 | +10.1% | 1,463,425 | 0.0% | 4.82% | -10.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 35 | Q2 2024 | 30.0% |
| SIX FLAGS ENTMT CORP NEW | 16 | Q2 2024 | 32.1% |
| WESTERN DIGITAL CORP. | 16 | Q2 2024 | 18.4% |
| META PLATFORMS INC | 15 | Q4 2021 | 36.8% |
| F M C CORP | 15 | Q4 2019 | 29.8% |
| HARLEY DAVIDSON INC | 15 | Q2 2024 | 31.3% |
| MICROSOFT CORP | 11 | Q3 2020 | 28.8% |
| BK OF AMERICA CORP | 10 | Q2 2021 | 15.7% |
| ALIBABA GROUP HLDG LTD | 10 | Q2 2022 | 15.9% |
| COTY INC | 10 | Q1 2018 | 14.4% |
View THUNDERBIRD PARTNERS LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-13 |
| 13F-HR/A | 2024-05-15 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-15 |
| SC 13G/A | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View THUNDERBIRD PARTNERS LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.