$1.11 Billion is the total value of THUNDERBIRD PARTNERS LLP's 14 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 50.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $132,831,000 | +19.7% | 585,683 | +19.6% | 11.92% | +27.4% |
SPOT | New | SPOTIFY TECHNOLOGY S A | $93,509,000 | – | 339,303 | +100.0% | 8.39% | – |
ABNB | Buy | AIRBNB INC | $15,314,000 | +396.7% | 100,000 | +509.7% | 1.37% | +428.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ALPHABET INC | 32 | Q3 2023 | 30.0% |
META PLATFORMS INC | 15 | Q4 2021 | 36.8% |
F M C CORP | 15 | Q4 2019 | 29.8% |
SIX FLAGS ENTMT CORP NEW | 13 | Q3 2023 | 32.1% |
WESTERN DIGITAL CORP. | 13 | Q3 2023 | 18.4% |
HARLEY DAVIDSON INC | 12 | Q3 2023 | 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 |
---|---|
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 |
SC 13G/A | 2023-02-13 |
SC 13G | 2022-11-21 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
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.