13F HOLDINGS REPORT
THUNDERBIRD PARTNERS LLP
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001636974-23-000003
Total Value
$399.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 4,269,558 | $100.4M | 25.15% |
| 2 | MICRON TECHNOLOGY INC | MU | 785,838 | $53.5M | 13.40% |
| 3 | PDD HOLDINGS INC | PDD | 487,660 | $47.8M | 11.98% |
| 4 | WESTERN DIGITAL CORP. | WDC | 969,590 | $44.2M | 11.09% |
| 5 | JD.COM INC | JDCMF | 1,116,250 | $32.5M | 8.15% |
| 6 | ALPHABET INC | GOOG | 232,428 | $30.4M | 7.62% |
| 7 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 477,427 | $28.0M | 7.01% |
| 8 | TAL EDUCATION GROUP | TAL | 2,350,433 | $21.4M | 5.37% |
| 9 | KE HLDGS INC | BEKE | 1,268,698 | $19.7M | 4.93% |
| 10 | PELOTON INTERACTIVE INC | PTON | 2,374,338 | $12.0M | 3.00% |
| 11 | MASTERBRAND INC | MBC | 522,547 | $6.3M | 1.59% |
| 12 | HARLEY DAVIDSON INC | HOG | 84,955 | $2.8M | 0.70% |