COWBIRD CAPITAL LP
CIK 1761435 · Holdings on Sep 30, 2023 · First reported Nov 14, 2023
Top ten holdings
Q3 2023- TH16.16%
- GLBE12.79%
- XPEL12.76%
- LZ12.37%
- PGNY12.12%
- 29975E10911.18%
- FWONK11.13%
- ALGN9.99%
- DRVN1.12%
- HDSN0.38%
Share classes counted separately100.00%
Portfolio value by quarter
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | THTARGET HOSPITALITY CORP View history and evidence | $30.87M | 16.16% | 1.94M shares | — | ↗▾ | |
| 02 | GLBEGLOBAL-E ONLINE LTDSHS View history and evidence | $24.43M | 12.79% | 614.67K shares | — | ↗▾ | |
| 03 | XPELXPEL INC View history and evidence | $24.37M | 12.76% | 316.05K shares | — | ↗▾ | |
| 04 | LZLEGALZOOMCOM INC View history and evidence | $23.62M | 12.37% | 2.16M shares | — | ↗▾ | |
| 05 | PGNYPROGYNY INC View history and evidence | $23.15M | 12.12% | 680.46K shares | — | ↗▾ | |
| 06 | 29975E109EVENTBRITE INC-CLASS ACOM CL A View history and evidence | $21.36M | 11.18% | 2.17M shares | — | ↗▾ | |
| 07 | FWONKLIBERTY MEDIA CORP-CCOM LBTY ONE S C View history and evidence | $21.25M | 11.13% | 341.08K shares | — | ↗▾ | |
| 08 | ALGNALIGN TECHNOLOGY INC View history and evidence | $19.09M | 9.99% | 62.52K shares | — | ↗▾ | |
| 09 | DRVNDRIVEN BRANDS HOLDINGS INC View history and evidence | $2.13M | 1.12% | 169.49K shares | — | ↗▾ | |
| 10 | HDSNHUDSON TECHNOLOGIES INC View history and evidence | $731.50K | 0.38% | 55.00K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PANW PALO ALTO NETWORKS INC | Non-derivative | — | — | SEC filing ↗ | |
| SMCI SUPER MICRO COMPUTER INC | Non-derivative | — | — | SEC filing ↗ | |
| TOST TOAST INC-CLASS A | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1761435 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 191003856
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