News + Filings Holdings
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COWBIRD CAPITAL LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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XPEL, Inc.
| XPEL | Common | 423,100 | -35,909 | 35,633,482,000 | 4,443,820,000 | 14.76 | 1.53 |
Hist
| 06/30/2023 |
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Driven Brands Holdings Inc.
| DRVN | COM | 1,090,498 | 293,630 | 29,508,876,000 | 5,355,807,000 | 12.22 | 0.65 |
Hist
| 06/30/2023 |
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Global-E Online Ltd.
| GLBE | SHS | 678,117 | 678,117 | 27,762,110,000 | 27,762,110,000 | 11.50 | 0.42 |
Hist
| 06/30/2023 |
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Progyny, Inc.
| PGNY | Common | 701,220 | -172,836 | 27,585,995,000 | -488,684,000 | 11.42 | 0.74 |
Hist
| 06/30/2023 |
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Target Hospitality Corp.
| TH | Common | 2,022,150 | -73,406 | 27,137,253,000 | -398,353,000 | 11.24 | 1.99 |
Hist
| 06/30/2023 |
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Palo Alto Networks Inc
| PANW | COM | 99,340 | -26,991 | 25,382,363,000 | 149,009,000 | 10.51 | 0.03 |
Hist
| 06/30/2023 |
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Liberty Media Corp
| FWONK | Common | 333,564 | 0 | 25,110,698,000 | 150,104,000 | 10.40 | 0.05 |
Hist
| 06/30/2023 |
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Super Micro Computer, Inc.
| SMCI | Common | 92,913 | 92,913 | 23,158,565,000 | 23,158,565,000 | 9.59 | |
Hist
| 06/30/2023 |
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Toast, Inc.
| TOST | Common | 895,523 | 895,523 | 20,211,954,000 | 20,211,954,000 | 8.37 | |
Hist
| 06/30/2023 |
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AVID TECHNOLOGY, INC.
| AVID | Common | 0 | -942,258 | 0 | -30,133,411,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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IQVIA HOLDINGS INC.
| IQV | COM | 0 | -124,675 | 0 | -24,796,611,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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