Thunderbird Partners LLP Top Holdings and 13F Report (2025) About Thunderbird Partners LLPInvestment ActivityThunderbird Partners LLP has $113.26 million in total holdings as of March 31, 2025.Thunderbird Partners LLP owns shares of 8 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 62.28% of the portfolio was purchased this quarter.About 13.68% of the portfolio was sold this quarter.This quarter, Thunderbird Partners LLP has purchased 3 new stocks and bought additional shares in 2 stocks.Thunderbird Partners LLP sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings UnitedHealth Group $45,231,574VIKING HOLDINGS LTD $15,779,279Illumina $12,065,472The Cigna Group $11,395,902Western Digital $11,328,526 Largest New Holdings this Quarter G93A5A101 - VIKING HOLDINGS LTD $15,779,279 Holding125523100 - The Cigna Group $11,395,902 Holding958102105 - Western Digital $11,328,526 Holding444859102 - Humana $9,769,297 Holding80004C200 - SANDISK CORP $4,446,774 Holding Largest Purchases this Quarter VIKING HOLDINGS LTD 396,963 shares (about $15.78M)The Cigna Group 34,638 shares (about $11.40M)Western Digital 280,201 shares (about $11.33M)Humana 36,921 shares (about $9.77M)UnitedHealth Group 18,245 shares (about $9.56M) Sector Allocation Over TimeMap of 500 Largest Holdings ofThunderbird Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNHUnitedHealth Group$45,231,574$9,555,819 ▲26.8%86,36139.9%MedicalVIKING HOLDINGS LTD$15,779,279$15,779,279 ▲New Holding396,96313.9%ORD SHSILMNIllumina$12,065,472$5,018,176 ▲71.2%152,07310.7%MedicalCIThe Cigna Group$11,395,902$11,395,902 ▲New Holding34,63810.1%MedicalWDCWestern Digital$11,328,526$11,328,526 ▲New Holding280,20110.0%Computer and TechnologyHUMHumana$9,769,297$9,769,297 ▲New Holding36,9218.6%MedicalSANDISK CORP$4,446,774$4,446,774 ▲New Holding93,4003.9%COMNTESNetEase$3,246,714$3,246,714 ▲New Holding31,5462.9%Computer and TechnologyTALTAL Education Group$0$15,499,136 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
