13F HOLDINGS REPORT
THUNDERBIRD PARTNERS LLP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000902664-23-003063
Total Value
$398.1M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 4,336,050 | $115.8M | 29.09% |
| 2 | VANECK ETF TRUST | 92189F791 | 1,219,116 | $48.2M | 12.10% |
| 3 | WESTERN DIGITAL CORP. | WDC | 1,188,480 | $44.8M | 11.24% |
| 4 | JD.COM INC | JDCMF | 699,477 | $30.7M | 7.71% |
| 5 | LAS VEGAS SANDS CORP | LVS | 531,794 | $30.6M | 7.67% |
| 6 | HARLEY DAVIDSON INC | HOG | 791,123 | $30.0M | 7.54% |
| 7 | ALPHABET INC | GOOG | 280,315 | $29.1M | 7.30% |
| 8 | PELOTON INTERACTIVE INC | PTON | 2,150,522 | $24.4M | 6.13% |
| 9 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 432,422 | $16.7M | 4.19% |
| 10 | TAL EDUCATION GROUP | TAL | 2,128,870 | $13.6M | 3.43% |
| 11 | YUM CHINA HLDGS INC | YUMC | 133,144 | $8.4M | 2.12% |
| 12 | FULL TRUCK ALLIANCE CO LTD | YMM | 690,343 | $5.3M | 1.32% |
| 13 | MASTERBRAND INC | MBC | 75,419 | $606,369 | 0.15% |