Cowbird Capital LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Cowbird Capital LP reported 13 stock positions worth $87.0 million. Its top holding was Grindr (GRND) at 13.4% of the portfolio, followed by Progyny (PGNY, 12.9%) and Liberty Media Class C (FWONK, 12.9%). Compared with Q1 2024, it opened 5 new positions, sold out of 4, added to 1 and reduced 5. The biggest buy was a new position in Microsoft (MSFT) and the biggest sale an exit from Snowflake (SNOW).
- Most Recent 13F
- Q4 2025
- Location
- New York, NY
- CIK
- 0001761435
- Portfolio Value
- $87.0M (Q2 2024)
- SEC Filing
- 0000919574-24-004749 ↗ filed Aug 14, 2024
Holdings Value
Holdings 13 stocks · $87.0M
| GRND Grindr Inc. | 13.38% | 951,802 | $11.7M | Reduce -5.5% |
| PGNY Progyny Inc. | 12.94% | 393,653 | $11.3M | Add +9.0% |
| FWONK Liberty Media Corp. Class C | 12.89% | 156,124 | $11.2M | Reduce -18.1% |
| MSFT Microsoft Corp. | 10.54% | 20,525 | $9.2M | New |
| APLD Applied Digital Corp. | 9.24% | 1,351,296 | $8.0M | New |
| DBRG Digitalbridge Group Inc. | 8.28% | 525,916 | $7.2M | No change |
| NVDA Nvidia Corp. | 7.97% | 56,140 | $6.9M | New |
| XPEL Xpel Inc. | 7.53% | 184,355 | $6.6M | Reduce -3.8% |
| TH Target Hospitality Corp. | 6.48% | 647,280 | $5.6M | Reduce -38.2% |
| CELH Celsius Holdings Inc. | 5.39% | 82,149 | $4.7M | Reduce -13.7% |
| IREN Iren Ltd. filed as IRIS ENERGY LTD | 2.14% | 164,850 | $1.9M | New |
| CORZ Core Scientific Inc. | 2.14% | 200,000 | $1.9M | New |
| RDDT Reddit Inc. Class A | 1.10% | 15,000 | $958K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| SNOW Snowflake Inc. | Sold out | 0.00% | −7.85 |
| HDSN Hudson Technologies Inc. | Sold out | 0.00% | −6.13 |
| MOD Modine Manufacturing Co. | Sold out | 0.00% | −5.71 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −5.47 |
| TH Target Hospitality Corp. | Reduce -38.2% | 6.48% | −4.59 |
| XPEL Xpel Inc. | Reduce -3.8% | 7.53% | −2.53 |
| CELH Celsius Holdings Inc. | Reduce -13.7% | 5.39% | −2.29 |
| FWONK Liberty Media Corp. Class C | Reduce -18.1% | 12.89% | +0.73 |
| GRND Grindr Inc. | Reduce -5.5% | 13.38% | +3.47 |