13F HOLDINGS REPORT
THUNDERBIRD PARTNERS LLP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000902664-23-004415
Total Value
$325.1M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 4,019,804 | $104.4M | 32.13% |
| 2 | MICRON TECHNOLOGY INC | MU | 809,153 | $51.1M | 15.71% |
| 3 | JD.COM INC | JDCMF | 1,355,763 | $46.3M | 14.24% |
| 4 | ALPHABET INC | GOOG | 218,878 | $26.2M | 8.06% |
| 5 | WESTERN DIGITAL CORP. | WDC | 673,933 | $25.6M | 7.86% |
| 6 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 449,412 | $17.7M | 5.46% |
| 7 | HARLEY DAVIDSON INC | HOG | 502,021 | $17.7M | 5.44% |
| 8 | PELOTON INTERACTIVE INC | PTON | 2,235,015 | $17.2M | 5.29% |
| 9 | TAL EDUCATION GROUP | TAL | 2,212,513 | $13.2M | 4.06% |
| 10 | MASTERBRAND INC | MBC | 491,884 | $5.7M | 1.76% |