Cowbird Capital as of June 30, 2019
Portfolio Holdings for Cowbird Capital
Cowbird Capital holds 11 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Frontdoor (FTDR) | 15.3 | $18M | 420k | 43.55 | |
| Iqvia Holdings (IQV) | 15.2 | $18M | 113k | 160.90 | |
| Yext (YEXT) | 13.9 | $17M | 825k | 20.09 | |
| Etsy (ETSY) | 11.7 | $14M | 227k | 61.37 | |
| Alteryx | 10.8 | $13M | 118k | 109.12 | |
| Pegasystems (PEGA) | 8.7 | $10M | 146k | 71.21 | |
| Qad Inc cl a | 8.1 | $9.7M | 241k | 40.21 | |
| Twilio Inc cl a (TWLO) | 7.8 | $9.3M | 68k | 136.35 | |
| Talend S A ads | 7.3 | $8.7M | 225k | 38.59 | |
| Proshares Tr Ii ultra vix short | 1.2 | $1.5M | 48k | 31.49 | |
| Nautilus (BFXXQ) | 0.2 | $209k | 95k | 2.21 |
