13F HOLDINGS REPORT
THUNDERBIRD PARTNERS LLP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000902664-23-001742
Total Value
$414.3M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 4,189,620 | $97.4M | 23.51% |
| 2 | HARLEY DAVIDSON INC | HOG | 1,549,474 | $64.5M | 15.56% |
| 3 | ALPHABET INC | GOOG | 584,489 | $51.6M | 12.45% |
| 4 | WESTERN DIGITAL CORP | WDC | 1,486,917 | $46.9M | 11.32% |
| 5 | VANECK ETF TRUST | 92189F791 | 1,176,481 | $41.9M | 10.12% |
| 6 | JD.COM INC | JDCMF | 525,322 | $29.5M | 7.12% |
| 7 | LAS VEGAS SANDS CORP | LVS | 513,483 | $24.7M | 5.96% |
| 8 | PELOTON INTERACTIVE INC | PTON | 2,076,476 | $16.5M | 3.98% |
| 9 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 417,172 | $14.5M | 3.51% |
| 10 | TAL EDUCATION GROUP | TAL | 2,055,431 | $14.5M | 3.50% |
| 11 | YUM CHINA HLDGS INC | YUMC | 128,736 | $7.0M | 1.70% |
| 12 | FULL TRUCK ALLIANCE CO LTD | YMM | 665,996 | $5.3M | 1.29% |