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Thunderbird Partners Portfolio holdings

AUM $113M
1-Year Est. Return 8.51%
This Fund
S&P 500
This Quarter Est. Return
-1.31%
1 Year Est. Return
+8.51%
3 Year Est. Return
+37.96%
5 Year Est. Return
+173.53%
10 Year Est. Return
–
AUM
$113M
AUM Growth
+$51.4M
Cap. Flow
+$60.5M
Cap. Flow %
53.42%
Top 10 Hldgs %
100%
Holding
9
New
6
Increased
2
Reduced
–
Closed
1

Top Buys

1
VIK icon
Viking Holdings
VIK
+$18.3M
2
WDC icon
Western Digital
WDC
+$13.3M
3
CI icon
Cigna
CI
+$10.4M
4
HUM icon
Humana
HUM
+$9.99M
5
UNH icon
UnitedHealth
UNH
+$9.33M

Top Sells

1
TAL icon
TAL Education Group
TAL
+$15.5M

Sector Composition

1 Healthcare 69.27%
2 Consumer Discretionary 13.93%
3 Technology 13.93%
4 Communication Services 2.87%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
1
UnitedHealth
UNH
$384B
$45.2M 39.93%
86,361
+18,245
+27% +$9.33M
VIK icon
2
Viking Holdings
VIK
$43.8B
$15.8M 13.93%
+396,963
New +$18.3M
ILMN icon
3
Illumina
ILMN
$28.8B
$12.1M 10.65%
152,073
+63,249
+71% +$6.85M
CI icon
4
Cigna
CI
$75.1B
$11.4M 10.06%
+34,638
New +$10.4M
WDC icon
5
Western Digital
WDC
$161B
$11.3M 10%
+280,201
New +$13.3M
HUM icon
6
Humana
HUM
$46.4B
$9.77M 8.63%
+36,921
New +$9.99M
SNDK
7
Sandisk
SNDK
$209B
$4.45M 3.93%
+93,400
New +$4.64M
NTES icon
8
NetEase
NTES
$83.4B
$3.25M 2.87%
+31,546
New +$3.17M
TAL icon
9
TAL Education Group
TAL
$5.67B
– –
-1,546,820
Closed -$15.5M

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Thunderbird Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Thunderbird Partners held 9 positions worth $113M, up 83% from $61.8M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Thunderbird Partners deployed $60.5M of net new capital in Q1 2025, opening 6 new positions and adding to 2 existing holdings. Its largest new stake was Viking Holdings: 396,963 shares worth $15.8M.

By sector, the portfolio is most concentrated in Healthcare at 69% of assets, down from 75% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the most notable exit was TAL Education Group, an estimated $15.5M sold.

  • Thunderbird Partners's largest Q1 2025 buy was Viking Holdings: 396,963 shares worth $15.8M.
  • Thunderbird Partners added most to UnitedHealth in Q1 2025, an estimated $9.33M increase.
  • Thunderbird Partners fully exited TAL Education Group in Q1 2025, selling an estimated $15.5M.
  • Thunderbird Partners's ten largest holdings make up 100% of its $113M portfolio in Q1 2025.
  • Thunderbird Partners opened 6 new positions and closed 1 in Q1 2025.
  • Thunderbird Partners's portfolio value rose 83% quarter-over-quarter to $113M.

Based on Thunderbird Partners's 13F filing for Q1 2025, filed 14 May 2025.