Cowbird Capital as of Dec. 31, 2018
Portfolio Holdings for Cowbird Capital
Cowbird Capital holds 12 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Etsy (ETSY) | 11.9 | $11M | 224k | 47.57 | |
| Frontdoor (FTDR) | 11.7 | $11M | 393k | 26.61 | |
| Talend S A ads | 9.1 | $8.2M | 220k | 37.08 | |
| Sendgrid | 8.9 | $7.9M | 183k | 43.17 | |
| Iqvia Holdings (IQV) | 8.2 | $7.4M | 63k | 116.17 | |
| Proshares Tr Ii ultra vix short | 8.2 | $7.3M | 89k | 81.73 | |
| Ultimate Software | 8.1 | $7.2M | 29k | 244.87 | |
| Pivotal Software Inc ordinary shares | 7.8 | $7.0M | 425k | 16.35 | |
| CBOE Holdings (CBOE) | 7.7 | $6.9M | 70k | 97.83 | |
| 8x8 (EGHT) | 7.3 | $6.5M | 360k | 18.04 | |
| At Home Group | 6.7 | $6.0M | 322k | 18.66 | |
| Everbridge, Inc. Cmn (EVBG) | 4.4 | $4.0M | 70k | 56.76 |
