Wishbone Management, LP
- SEC CIK
- 0001777734
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC
- Positions
- 5
- +1 vs. Q1 2026
- Total value
- $231.71M
- +$96.13M (+70.9%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| CPACOPA HOLDINGS SA | CL A | 472,500 | $73.51M | 31.72% | 00.0% | Unchanged | View |
| AVTAVNET INC | COM | 655,000 | $58.18M | 25.11% | 00.0% | Unchanged | View |
| ROPROPER TECHNOLOGIES INC COM | Stock | 135,000 | $45.68M | 19.72% | +45,000+50.0% | Added | View |
| CDWCDW CORP | COM | 200,000 | $28.13M | 12.14% | +200,000 | New | View |
| AMZNAMAZON COM INC COM | Stock | 110,000 | $26.22M | 11.31% | +110,000 | New | View |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| MCHPMICROCHIP TECHNOLOGY INC. COM | Stock | 150,000 | $9.69M | 7.15% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 13, 2026 | 5 | $231.71M | vs. Q1 2026 | SEC |
| Q1 2026 | May 15, 2026 | 4 | $135.58M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 13, 2026 | 5 | $234.17M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 14, 2025 | 4 | $186M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 4 | $220.96M | vs. Q1 2025 | SEC |
| Q1 2025 | May 15, 2025 | 4 | $166.67M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 14, 2025 | 4 | $210.5M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 14, 2024 | 5 | $279.18M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 14, 2024 | 5 | $309.73M | vs. Q1 2024 | SEC |
| Q1 2024 | May 15, 2024 | 4 | $282.86M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 14, 2024 | 3 | $225.74M | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 14, 2023 | 6 | $281.58M | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 7 | $333.95M | vs. Q1 2023 | SEC |
| Q1 2023 | May 15, 2023 | 9 | $346.67M | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 13, 2023 | 9 | $323.12M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 14, 2022 | 10 | $347.36M | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 15, 2022 | 7 | $274.57M | vs. Q1 2022 | SEC |
| Q1 2022 | May 13, 2022 | 9 | $510.09M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 14, 2022 | 11 | $734.76M | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 15, 2021 | 10 | $724.65M | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 16, 2021 | 10 | $648.11M | vs. Q1 2021 | SEC |
| Q1 2021 | May 17, 2021 | 9 | $595.71M | – | SEC |