13F HOLDINGS REPORT
THUNDERBIRD PARTNERS LLP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001636974-25-000003
Total Value
$113.3M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UNITEDHEALTH GROUP INC | UNH | 86,361 | $45.2M | 39.93% |
| 2 | VIKING HOLDINGS LTD | VIK | 396,963 | $15.8M | 13.93% |
| 3 | ILLUMINA INC | ILMN | 152,073 | $12.1M | 10.65% |
| 4 | THE CIGNA GROUP | 125523100 | 34,638 | $11.4M | 10.06% |
| 5 | WESTERN DIGITAL CORP | WDC | 280,201 | $11.3M | 10.00% |
| 6 | HUMANA INC | HUM | 36,921 | $9.8M | 8.63% |
| 7 | SANDISK CORP | SNDK | 93,400 | $4.4M | 3.93% |
| 8 | NETEASE INC | NETTF | 31,546 | $3.2M | 2.87% |