Cowbird Capital’s Global E Online GLBE Stock Holding History

Cowbird Capital’s Portfolio GLBE Stock Details GLBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-397,845	Closed	-$15.8M	–	14
2023 Q4	$15.8M	Sell	397,845 -216,826	-35%	-$7.81M	9.22%	5
2023 Q3	$24.4M	Sell	614,671 -63,446	-9%	-$2.55M	12.79%	2
2023 Q2	$27.8M	Buy	+678,117	New	+$22.3M	11.5%	3

Other funds holding GLBE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vitruvian Partners London, United Kingdom $201M AUM 10.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

BCPEMI

Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return

Cowbird Capital's GLBE Position: Q1 2024 in Review

Cowbird Capital sold out of Global E Online (GLBE) in Q1 2024, closing a stake of 397,845 shares — an estimated $15.8M sold.

Cowbird Capital first reported a position in GLBE in Q2 2023 and held it in 3 quarters. The position peaked at $27.8M in Q2 2023. 232 funds tracked by Wall St. Rank hold GLBE as of Q1 2024.

Cowbird Capital reported no remaining Global E Online position as of Q1 2024 after selling out during the quarter.
Cowbird Capital sold 397,845 Global E Online shares in Q1 2024, an estimated $15.8M.
Cowbird Capital first reported a position in Global E Online in Q2 2023 and held it in 3 quarters.
Cowbird Capital's Global E Online position peaked at $27.8M in Q2 2023.
232 funds tracked by Wall St. Rank held Global E Online as of Q1 2024.

Based on Cowbird Capital's 13F filing for Q1 2024, filed 15 May 2024.