13F HOLDINGS REPORT (Amended)
THUNDERBIRD PARTNERS LLP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001636974-24-000005
Total Value
$389.7M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 3,730,027 | $98.2M | 25.19% |
| 2 | WESTERN DIGITAL CORP. | WDC | 875,159 | $59.7M | 15.32% |
| 3 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 560,308 | $52.1M | 13.38% |
| 4 | JD.COM INC | JDCMF | 1,542,317 | $42.2M | 10.84% |
| 5 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 472,588 | $41.0M | 10.53% |
| 6 | PDD HOLDINGS INC | PDD | 330,174 | $38.4M | 9.85% |
| 7 | TAL EDUCATION GROUP | TAL | 2,326,612 | $26.4M | 6.78% |
| 8 | ALPHABET INC | GOOG | 83,981 | $12.7M | 3.25% |
| 9 | KE HLDGS INC | BEKE | 667,902 | $9.2M | 2.35% |
| 10 | VANECK ETF TRUST | 92189F791 | 157,910 | $6.1M | 1.57% |
| 11 | HARLEY DAVIDSON INC | HOG | 83,855 | $3.7M | 0.94% |