60 is the total number of securities COWBIRD CAPITAL LP has owned. The longest COWBIRD CAPITAL LP has owned a single stock is 18 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| IQV | IQVIA HLDGS INC | 18 | 18 | 7.48% | 11.81% | 17.36% | Q4 2018 | Q1 2023 | 18 |
| FWONK | LIBERTY MEDIA CORP DEL | 13 | 13 | 7.50% | 11.63% | 17.89% | Q2 2020 | Q2 2023 | 13 |
| XPEL | XPEL INC | 12 | 12 | 1.90% | 12.74% | 19.96% | Q4 2020 | Q3 2023 | 12 |
| FTDR | FRONTDOOR INC | 11 | 11 | 2.31% | 10.08% | 16.31% | Q4 2018 | Q2 2021 | 11 |
| AVID | AVID TECHNOLOGY INC | 8 | 8 | 7.08% | 12.07% | 15.87% | Q2 2021 | Q1 2023 | 8 |
| NCR | NCR CORP NEW | 8 | 8 | 2.04% | 11.05% | 14.71% | Q4 2020 | Q3 2022 | 8 |
| PLAN | ANAPLAN INC | 7 | 7 | 2.40% | 8.65% | 13.25% | Q1 2020 | Q3 2021 | 7 |
| NCR | NCR CORP NEW | 7 | 7 | 4.36% | 7.22% | 12.73% | Q1 2021 | Q3 2022 | 7 |
| CTRN | CITI TRENDS INC | 6 | 6 | 5.64% | 11.59% | 16.20% | Q4 2020 | Q1 2022 | 6 |
| CELH | CELSIUS HLDGS INC | 4 | 2 | 3.82% | 9.12% | 13.81% | Q1 2020 | Q2 2022 | 6 |
| DRVN | DRIVEN BRANDS HLDGS INC | 6 | 6 | 1.12% | 7.88% | 12.22% | Q2 2022 | Q3 2023 | 6 |
| MCW | MISTER CAR WASH INC | 4 | 2 | 4.07% | 7.75% | 10.34% | Q2 2021 | Q4 2022 | 6 |
| PTON | PELOTON INTERACTIVE INC | 3 | 1 | 4.69% | 6.69% | 7.86% | Q2 2020 | Q1 2022 | 6 |
| ETSY | ETSY INC | 5 | 5 | 3.42% | 9.10% | 11.93% | Q4 2018 | Q4 2019 | 5 |
| DOCU | DOCUSIGN INC | 5 | 5 | 4.41% | 8.92% | 20.20% | Q3 2019 | Q3 2020 | 5 |
| UVXY | PROSHARES TR II | 5 | 5 | 0.39% | 2.48% | 8.16% | Q4 2018 | Q4 2019 | 5 |
| TH | TARGET HOSPITALITY CORP | 4 | 4 | 11.24% | 12.85% | 16.16% | Q4 2022 | Q3 2023 | 4 |
| PGNY | PROGYNY INC | 4 | 4 | 11.20% | 11.93% | 12.99% | Q4 2022 | Q3 2023 | 4 |
| WWE | WORLD WRESTLING ENTMT INC | 4 | 4 | 4.95% | 10.85% | 15.54% | Q4 2019 | Q3 2020 | 4 |
| PANW | PALO ALTO NETWORKS INC | 4 | 4 | 3.35% | 9.94% | 14.22% | Q3 2022 | Q2 2023 | 4 |
| AYX | ALTERYX INC | 4 | 4 | 6.41% | 9.45% | 12.57% | Q2 2019 | Q1 2020 | 4 |
| TWLO | TWILIO INC | 4 | 4 | 6.03% | 7.61% | 9.22% | Q1 2019 | Q4 2019 | 4 |
| YEXT | YEXT INC | 3 | 3 | 7.79% | 10.70% | 13.86% | Q1 2019 | Q3 2019 | 3 |
| EVRI | EVERI HLDGS INC | 3 | 3 | 8.47% | 9.51% | 10.22% | Q3 2021 | Q1 2022 | 3 |
| TLND | TALEND S A | 3 | 3 | 7.26% | 9.04% | 10.72% | Q4 2018 | Q2 2019 | 3 |
| TTGT | TECHTARGET INC | 3 | 3 | 5.02% | 6.60% | 8.92% | Q3 2019 | Q1 2020 | 3 |
| TOAST INC | 2 | 1 | 4.46% | 6.48% | 8.37% | Q3 2021 | Q2 2023 | 3 | |
| QQQ | INVESCO QQQ TR | 2 | 2 | 28.26% | 29.05% | 29.84% | Q3 2019 | Q4 2019 | 2 |
| GLBE | GLOBAL E ONLINE LTD | 2 | 2 | 11.50% | 12.14% | 12.79% | Q2 2023 | Q3 2023 | 2 |
| SQ | SQUARE INC | 2 | 2 | 8.33% | 9.04% | 9.76% | Q3 2020 | Q4 2020 | 2 |
| ULTI | ULTIMATE SOFTWARE GROU... | 2 | 2 | 8.06% | 8.79% | 9.52% | Q4 2018 | Q1 2019 | 2 |
| EGHT | 8X8 INC NEW | 2 | 2 | 7.28% | 7.77% | 8.26% | Q4 2018 | Q1 2019 | 2 |
| ALGN | ALIGN TECHNOLOGY INC | 1 | 1 | 5.22% | 7.60% | 9.99% | Q3 2019 | Q3 2023 | 2 |
| CBOE | CBOE GLOBAL MARKETS INC | 2 | 2 | 6.32% | 7.01% | 7.70% | Q4 2018 | Q1 2019 | 2 |
| UPWK | UPWORK INC | 2 | 2 | 5.48% | 6.73% | 7.98% | Q3 2019 | Q4 2019 | 2 |
| PEGA | PEGASYSTEMS INC | 2 | 2 | 4.20% | 6.44% | 8.68% | Q1 2019 | Q2 2019 | 2 |
| ROBINHOOD MKTS INC | 2 | 2 | 1.03% | 3.97% | 6.92% | Q3 2021 | Q4 2021 | 2 | |
| SMAR | SMARTSHEET INC | 2 | 2 | 2.59% | 3.86% | 5.14% | Q3 2019 | Q4 2019 | 2 |
| RTPU | REINVENT TECHNOLOGY PA... | 2 | 2 | 2.04% | 2.40% | 2.76% | Q4 2020 | Q1 2021 | 2 |
| NLS | NAUTILUS INC | 2 | 2 | 0.18% | 0.33% | 0.49% | Q1 2019 | Q2 2019 | 2 |
| CELH | CELSIUS HLDGS INC | 1 | 1 | 12.64% | 12.64% | 12.64% | Q4 2020 | Q4 2020 | 1 |
| LZ | LEGALZOOM COM INC | 1 | 1 | 12.37% | 12.37% | 12.37% | Q3 2023 | Q3 2023 | 1 |
| EB | EVENTBRITE INC | 1 | 1 | 11.18% | 11.18% | 11.18% | Q3 2023 | Q3 2023 | 1 |
| LIBERTY MEDIA CORP DEL | 1 | 1 | 11.12% | 11.12% | 11.12% | Q3 2023 | Q3 2023 | 1 | |
| DT | DYNATRACE INC | 1 | 1 | 9.78% | 9.78% | 9.78% | Q3 2020 | Q3 2020 | 1 |
| SMCI | SUPER MICRO COMPUTER INC | 1 | 1 | 9.59% | 9.59% | 9.59% | Q2 2023 | Q2 2023 | 1 |
| SEND | SENDGRID INC | 1 | 1 | 8.86% | 8.86% | 8.86% | Q4 2018 | Q4 2018 | 1 |
| QADA | QAD INC | 1 | 1 | 8.10% | 8.10% | 8.10% | Q2 2019 | Q2 2019 | 1 |
| PVTL | PIVOTAL SOFTWARE INC | 1 | 1 | 7.78% | 7.78% | 7.78% | Q4 2018 | Q4 2018 | 1 |
| HOME | AT HOME GROUP INC | 1 | 1 | 6.73% | 6.73% | 6.73% | Q4 2018 | Q4 2018 | 1 |
| FTNT | FORTINET INC | 1 | 1 | 6.63% | 6.63% | 6.63% | Q4 2022 | Q4 2022 | 1 |
| EVBG | EVERBRIDGE INC | 1 | 1 | 4.42% | 4.42% | 4.42% | Q4 2018 | Q4 2018 | 1 |
| DEAC | DIAMOND EAGLE ACQUISIT... | 1 | 1 | 3.99% | 3.99% | 3.99% | Q1 2020 | Q1 2020 | 1 |
| RTPZU | REINVENT TECHNOLOGY PA... | 1 | 1 | 3.35% | 3.35% | 3.35% | Q4 2020 | Q4 2020 | 1 |
| TDG | TRANSDIGM GROUP INC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q1 2020 | Q1 2020 | 1 |
| RTPYU | REINVENT TECHNOLOGY PA... | 1 | 1 | 2.66% | 2.66% | 2.66% | Q1 2021 | Q1 2021 | 1 |
| FSRV | FINSERV ACQUISITION CORP | 1 | 1 | 2.54% | 2.54% | 2.54% | Q1 2021 | Q1 2021 | 1 |
| JBSS | SANFILIPPO JOHN B & SO... | 1 | 1 | 2.40% | 2.40% | 2.40% | Q1 2019 | Q1 2019 | 1 |
| OLAPLEX HLDGS INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2021 | Q3 2021 | 1 | |
| HDSN | HUDSON TECHNOLOGIES INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Download | |||||||||
The securities at the top of the list , including IQVIA HLDGS INC, LIBERTY MEDIA CORP DEL, and XPEL INC, are the highest-conviction holdings of COWBIRD CAPITAL LP.
The conviction is calculated by counting the number of quarters a security has been reported by COWBIRD CAPITAL LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that COWBIRD CAPITAL LP owns currently or has owned in the past.