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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

COWBIRD CAPITAL LP INSTITUTION : COWBIRD CAPITAL LP
COWBIRD CAPITAL LP Latest Top 20 Portfolio Holdings: (Filing Date: 2019-08-09) --- full portfolio
Company (links to holding history) Ticker Value On
2019-06-30
No of Shares % of portfolio
FRONTDOOR INC    (COM) 18,285,000 419,868 15.29%
IQVIA HLDGS INC    (COM) 18,116,000 112,593 15.14%
YEXT INC    (COM) 16,580,000 825,274 13.86%
ETSY INC    (COM) ETSY 13,931,000 227,001 11.64%
ALTERYX INC    (COM CL A) 12,902,000 118,236 10.78%
PEGASYSTEMS INC    (COM) PEGA 10,383,000 145,813 8.68%
QAD INC    (CL A) QADA 9,683,000 240,822 8.09%
TWILIO INC    (CL A) 9,311,000 68,289 7.78%
TALEND S A    (ADS) 8,685,000 225,068 7.26%
PROSHARES TR II    (ULTRA VIX SHORT) 1,499,000 47,600 1.25%
NAUTILUS INC    (COM) NLS 209,000 94,500 0.17%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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