Cowbird Capital LP

Long-term holder

Total reported value

—

Reporting period: 2025-12-31 · Number of holdings: 1

COWBIRD CAPITAL LP disclosed 1 holdings in its latest 13F filing for the period ending 2025-12-31, with total reported value of — and a quarterly turnover rate of 0.0%.

Personality snowflake

Concentration: 0
Portfolio Stability: 0
Momentum/Contrarian: 50
Sector conviction: 0
Diversification: 2
Sizing Uniformity: —

Recent moves

Unchanged 000000000
　$0.0

Holdings Map

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change	4Q Trend
1	✓	Ikena Oncology INC	Stock-Other	—	—	—

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2025-12-31	1	—	0
2025-09-30	1	—	0
2025-06-30	1	—	0
2025-03-31	1	—	0
2024-12-31	1	—	0
2024-09-30	1	—	0
2024-06-30	13	$87.0M	0	1GRND 2PGNY 3FWONK Top holdings2024-06-30 1.GRND 2.PGNY 3.FWONK 4.MSFT 5.APLD 6.DBRG 7.NVDA 8.XPEL 9.TH 10.CELH
2024-03-31	12	$102.9M	0	1PGNY 2FWONK 3TH Top holdings2024-03-31 1.PGNY 2.FWONK 3.TH 4.XPEL 5.GRND 6.DBRG 7.SNOW 8.CELH 9.HDSN 10.MOD
2023-12-31	11	$171.0M	0	1PGNY 2LZ 3FWONK Top holdings2023-12-31 1.PGNY 2.LZ 3.FWONK 4.XPEL 5.GLBE 6.HDSN 7.TH 8.MOD 9.CELH 10.EB4
2023-09-30	10	$191.0M	0	1TH 2GLBE 3XPEL Top holdings2023-09-30 1.TH 2.GLBE 3.XPEL 4.LZ 5.PGNY 6.EB4 7.FWONK 8.ALGN 9.DRVN 10.HDSN
2023-06-30	9	$241.5M	0	1XPEL 2DRVN 3GLBE Top holdings2023-06-30 1.XPEL 2.DRVN 3.GLBE 4.PGNY 5.TH 6.PANW 7.FWONKUSD 8.SMCIUSD 9.TOST
2023-03-31	8	$216.1M	0	1XPEL 2AVBC 3PGNY Top holdings2023-03-31 1.XPEL 2.AVBC 3.PGNY 4.TH 5.PANW 6.FWONKUSD 7.IQV 8.DRVN
2022-12-31	10	$194.7M	0	1XPEL 2AVBC 3IQV Top holdings2022-12-31 1.XPEL 2.AVBC 3.IQV 4.TH 5.PGNY 6.60646V 7.FWONKUSD 8.DRVN 9.FTNT 10.PANW
2022-09-30	9	$157.7M	0	1XPEL 2IQV 3PANW Top holdings2022-09-30 1.XPEL 2.IQV 3.PANW 4.AVBC 5.FWONKUSD 6.60646V 7.DRVN 8.VYX
2022-06-30	8	$176.3M	0	1VYX 2XPEL 3IQV Top holdings2022-06-30 1.VYX 2.XPEL 3.IQV 4.AVBC 5.CELH 6.FWONKUSD 7.DRVN
2022-03-31	11	$265.8M	0	1VYX 2AVBC 3XPEL Top holdings2022-03-31 1.VYX 2.AVBC 3.XPEL 4.IQV 5.G2C 6.60646V 7.FWONKUSD 8.PTON 9.CELH 10.CTRN
2021-12-31	12	$299.6M	0	1VYX 2XPEL 3CTRN Top holdings2021-12-31 1.VYX 2.XPEL 3.CTRN 4.FWONKUSD 5.AVBC 6.IQV 7.G2C 8.PTON 9.60646V 10.TOST
2021-09-30	13	$291.1M	0	1VYX 2FWONKUSD 3CTRN Top holdings2021-09-30 1.VYX 2.FWONKUSD 3.CTRN 4.G2C 5.XPEL 6.AVBC 7.IQV 8.60646V 9.HOOD 10.TOST
2021-06-30	11	$294.3M	87	1VYX 2CTRN 3FWONKUSD Top holdings2021-06-30 1.VYX 2.CTRN 3.FWONKUSD 4.XPEL 5.IQV 6.PTON 7.PLANUSD 8.AVBC 9.60646V 10.FTDR
2021-03-31	11	$228.7M	80	1VYX 2CTRN 3FWONKUSD Top holdings2021-03-31 1.VYX 2.CTRN 3.FWONKUSD 4.IQV 5.XPEL 6.PLANUSD 7.FTDR 8.G7484L 9.318085 10.G7483N
2020-12-31	13	$227.5M	75	1CELH 2CTRN 3FWONKUSD Top holdings2020-12-31 1.CELH 2.CTRN 3.FWONKUSD 4.IQV 5.VYX 6.PLANUSD 7.XYZ 8.FTDR 9.PTON 10.G74847
2020-09-30	10	$154.7M	44	1FWONKUSD 2PLANUSD 3IQV Top holdings2020-09-30 1.FWONKUSD 2.PLANUSD 3.IQV 4.CELH 5.FTDR 6.DT 7.XYZ 8.PTON 9.DOCU 10.WWEUSD
2020-06-30	8	$129.4M	95	1FWONKUSD 2FTDR 3WWEUSD Top holdings2020-06-30 1.FWONKUSD 2.FTDR 3.WWEUSD 4.IQV 5.PLANUSD 6.CELH 7.PTON 8.DOCU
2020-03-31	10	$99.3M	87	1DOCU 2IQV 3AYXEUR Top holdings2020-03-31 1.DOCU 2.IQV 3.AYXEUR 4.WWEUSD 5.FTDR 6.EFT 7.PLANUSD 8.25258L 9.CELH 10.TDG
2019-12-31	12	$157.8M	49	1QQQ 2WWEUSD 3TWLO Top holdings2019-12-31 1.QQQ 2.WWEUSD 3.TWLO 4.IQV 5.DOCU 6.AYXEUR 7.FTDR 8.EFT 9.UPWK 10.ETSY
2019-09-30	13	$148.0M	100	1QQQ 2UPWK 3YEXT Top holdings2019-09-30 1.QQQ 2.UPWK 3.YEXT 4.ETSY 5.FTDR 6.IQV 7.AYXEUR 8.TWLO 9.ALGN 10.SMARGBP
2019-06-30	11	$119.6M	68	1FTDR 2IQV 3YEXT Top holdings2019-06-30 1.FTDR 2.IQV 3.YEXT 4.ETSY 5.AYXEUR 6.PEGA 7.QADA 8.TWLO 9.TLND 10.UVXY
2019-03-31	13	$106.2M	80	1FTDR 2IQV 3TLND Top holdings2019-03-31 1.FTDR 2.IQV 3.TLND 4.ETSY 5.YEXT 6.90385D 7.EGHT 8.TWLO 9.CBOE 10.PEGA
2018-12-31	12	$89.3M	0	1ETSY 2FTDR 3TLND Top holdings2018-12-31 1.ETSY 2.FTDR 3.TLND 4.816883 5.IQV 6.UVXY 7.90385D 8.72582H 9.CBOE 10.EGHT

Holding changes this quarter

Position changes disclosed by Cowbird Capital LP for the quarter ending 2025-12-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	✓	Ikena Oncology INC	—	—	Unchanged

FAQ

What is Cowbird Capital LP and what type of investor is it?

Cowbird Capital LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2025-12-31), the firm manages a tracked equity portfolio valued at approximately —, spread across 1 disclosed positions.

What are Cowbird Capital LP's largest equity positions?

Based on the latest 13F filing, Cowbird Capital LP's top holdings by market value are: 1. Ikena Oncology INC — $0.0

What changes did Cowbird Capital LP make in its most recent portfolio filing?

No notable portfolio changes were recorded for Cowbird Capital LP in the most recent quarter. Holdings appear to have remained relatively stable.

What sectors does Cowbird Capital LP focus on?

Sector breakdown data is not yet available for Cowbird Capital LP. Check back after the next 13F processing cycle.