THUNDERBIRD PARTNERS LLP 13F Holdings

CIK 02817283 · London, X0

As of Mar 31, 2025, THUNDERBIRD PARTNERS LLP reported 8 positions worth 13.3M in its SEC Form 13F filing.

Top 8 holdings

SecurityTickerSectorSharesValue% of portfolio
UNITEDHEALTH GROUP INCUNHHealthcare86,361$45.2M39.93%
VIKING HOLDINGS LTDVIKIndustrials396,963 5.8M13.93%
ILLUMINA INCILMNHealthcare152,073 2.1M10.65%
CIGNA GROUPCIHealthcare34,638 1.4M10.06%
WESTERN DIGITAL CORPWDCTechnology280,201 1.3M10.00%
HUMANA INCHUMHealthcare36,921$9.8M8.63%
SANDISK CORPSNDKTechnology93,400$4.4M3.93%
NETEASE INCNTESCommunication Services31,546$3.2M2.87%