13F HOLDINGS REPORT
THUNDERBIRD PARTNERS LLP
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001636974-24-000006
Total Value
$420.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 3,599,808 | $119.3M | 28.34% |
| 2 | WESTERN DIGITAL CORP. | WDC | 776,989 | $58.9M | 13.99% |
| 3 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 490,160 | $50.6M | 12.02% |
| 4 | UNITEDHEALTH GROUP INC | UNH | 90,776 | $46.2M | 10.98% |
| 5 | PDD HOLDINGS INC | PDD | 254,238 | $33.8M | 8.03% |
| 6 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 390,822 | $30.4M | 7.22% |
| 7 | JD.COM INC | JDCMF | 1,116,363 | $28.8M | 6.85% |
| 8 | TAL EDUCATION GROUP | TAL | 2,249,906 | $24.0M | 5.70% |
| 9 | ALPHABET INC | GOOG | 80,808 | $14.7M | 3.50% |
| 10 | VANECK ETF TRUST | 92189F791 | 272,286 | $11.5M | 2.72% |
| 11 | HARLEY DAVIDSON INC | HOG | 80,838 | $2.7M | 0.64% |