Wishbone Management, LP
- SEC CIK
- 0001777734
- Latest filing
- Aug 13, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 10
- +1 vs. Q1 2021
- Portfolio value
- $648.1M
- +$52.4M (+8.8%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 1,622,000 | $137.8M | 21.3% | +142,000+9.6% | Added | History |
| ELVElevance Health, Inc. | Stock | 320,000 | $122.2M | 18.9% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 295,000 | $118.1M | 18.2% | 00.0% | Unchanged | History |
| AEOAmerican Eagle Outfitters Inc | COM | 2,315,949 | $86.9M | 13.4% | 00.0% | Unchanged | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 3,200,000 | $64.3M | 9.9% | +3,200,000 | New | History |
| OPENOpendoor Technologies Inc. | COM | 2,450,000 | $43.4M | 6.7% | +2,450,000 | New | History |
| NBISNebius Group N.V. | Stock | 485,000 | $34.3M | 5.3% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 500,000 | $25.1M | 3.9% | 00.0% | Unchanged | History |
| PRAProassurance Corp | COM | 691,359 | $15.7M | 2.4% | −696,332−50.2% | Reduced | History |
| Arco Platform LtdG04553106 | COM CL A | 8,250 | $253.0K | <0.1% | +8,250 | New | – |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.