THUNDERBIRD PARTNERS LLP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$421M
Signature - Title
Andrew Bastow - General Counsel and Chief Compliance Officer
Location
110 Park Street, London, United Kingdom
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 11 $421M +$51M -$57.1M -$6.08M SIX, WDC, STX, UNH, PDD 13F-HR 8/13/2024, 10:23 AM
Q1 2024 11 $390M +$15.7M -$107M -$91.1M SIX, WDC, STX, JD, EDU Restatement 5/15/2024, 01:07 PM
Q4 2023 11 $464M +$63.5M -$67.6M -$4.08M SIX, PDD, STX, MU, WDC 13F-HR 2/15/2024, 12:08 PM
Q3 2023 12 $399M +$92.6M -$22.4M +$70.3M SIX, MU, PDD, WDC, JD 13F-HR 11/13/2023, 12:11 PM
Q2 2023 10 $325M +$80.1M -$138M -$57.5M SIX, MU, JD, GOOGL, WDC 13F-HR 8/14/2023, 01:00 PM
Q1 2023 13 $398M +$17.3M -$71.6M -$54.3M SIX, GDXJ, WDC, JD, LVS 13F-HR 5/15/2023, 12:32 PM
Q4 2022 12 $414M +$110M -$105M +$4.67M SIX, HOG, GOOGL, WDC, GDXJ 13F-HR 2/14/2023, 11:00 AM
Q3 2022 10 $360M +$109M -$76.4M +$33M HOG, SIX, WDC, GOOGL, LVS 13F-HR 11/14/2022, 04:12 PM
Q2 2022 10 $421M +$81.1M -$154M -$73.1M HOG, WDC, GOOGL, SIX, AMZN 13F-HR 8/15/2022, 05:04 PM
Q1 2022 12 $705M +$237M -$365M -$128M SIX, GOOGL, HOG, WDC, AMZN 13F-HR 5/16/2022, 04:31 PM
Q4 2021 10 $867M +$123M -$121M +$1.84M GOOGL, META, WDC, SIX, HOG 13F-HR 2/14/2022, 04:32 PM
Q3 2021 12 $834M +$107M -$290M -$182M META, GOOGL, WDC, BABA, SPOT 13F-HR 11/15/2021, 04:30 PM
Q2 2021 14 $1.11B +$128M -$273M -$145M META, GOOGL, BABA, WDC, KEX 13F-HR 8/13/2021, 05:59 PM
Q1 2021 16 $1.19B +$220M -$435M -$215M META, WDC, KEX, GOOGL, BABA 13F-HR 5/17/2021, 04:45 PM
Q4 2020 16 $1.2B +$380M -$141M +$239M WDC, GOOGL, META, IBKR, BABA 13F-HR 2/16/2021, 11:03 AM
Q3 2020 11 $832M +$371M -$311M +$60M META, GOOGL, BABA, IBKR, HUYA 13F-HR 11/16/2020, 04:01 PM
Q2 2020 7 $701M +$93.5M -$166M -$72.3M META, GOOGL, MSFT, BABA, TTWO 13F-HR 8/14/2020, 01:00 PM
Q1 2020 8 $639M +$202M -$73.7M +$129M META, GOOGL, MSFT, BABA, TTWO 13F-HR 5/15/2020, 03:03 PM
Q4 2019 7 $622M +$79.5M -$256M -$177M META, GOOGL, ELV, TTWO, CF 13F-HR 2/14/2020, 08:30 AM
Q3 2019 7 $738M +$36.4M -$126M -$90.1M META, GOOGL, FMC, TIF, TTWO 13F-HR 11/14/2019, 06:02 AM
Q2 2019 8 $806M +$55.7M -$30.4M +$25.3M FMC, META, GOOGL, TIF, TTWO 13F-HR 8/14/2019, 08:58 AM
Q1 2019 7 $753M +$1.22M -$185M -$183M FMC, META, GOOGL, TIF, CF 13F-HR 5/15/2019, 07:59 AM
Q4 2018 9 $839M +$221M -$222M -$753K FMC, META, GOOGL, BKNG, TIF 13F-HR 2/14/2019, 08:31 AM
Q3 2018 10 $996M +$225M -$43M +$182M FMC, META, GOOGL, CMCSA, FWONK 13F-HR 11/14/2018, 06:14 AM
Q2 2018 9 $797M +$377M -$251M +$126M FMC, GOOGL, CMCSA, FWONK, CF 13F-HR 8/14/2018, 08:28 AM
Q1 2018 9 $649M +$57.2M -$92.6M -$35.4M CMCSA, GOOGL, BAC, COTY, FWONK 13F-HR 5/15/2018, 06:02 AM
Q4 2017 11 $724M +$140M -$263M -$123M CMCSA, BAC, COTY, GOOGL, FWONK 13F-HR 2/14/2018, 12:47 PM
Q3 2017 9 $801M +$126M -$191M -$65.7M CMCSA, BAC, BAX, GOOGL, COTY 13F-HR 11/14/2017, 10:24 AM
Q2 2017 11 $852M +$100M -$194M -$93.5M BAC, COTY, BAX, GOOGL, CMCSA 13F-HR 8/14/2017, 07:57 AM
Q1 2017 11 $896M +$121M -$206M -$85.5M BAX, MSFT, BAC, CMCSA, GOOGL 13F-HR 5/15/2017, 08:56 AM
Q4 2016 12 $914M +$334M -$273M +$60.7M BAX, FMC, MSFT, BAC, COTY 13F-HR 2/13/2017, 02:44 PM
Q3 2016 10 $878M +$219M -$156M +$62.7M BAX, MSFT, FMC, GOOGL, TRIP 13F-HR 11/14/2016, 07:48 AM
Q2 2016 10 $760M +$15.4M -$77.1M -$61.7M BAX, FMC, MSFT, GOOGL, CABO 13F-HR 8/15/2016, 09:30 AM
Q1 2016 11 $786M +$349M $0 +$349M MSFT, GOOGL, FMC, BAX, CABO 13F-HR 5/16/2016, 08:07 AM
Q4 2015 5 $434M $0 $0 GOOGL, MSFT, FMC, CABO, COTY 13F-HR 2/16/2016, 10:43 AM