Wishbone Management, LP
- SEC CIK
- 0001777734
- Latest filing
- Aug 13, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 10
- 0 vs. Q2 2021
- Portfolio value
- $724.6M
- +$76.5M (+11.8%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 2,100,000 | $149.1M | 20.6% | +478,000+29.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 257,000 | $100.4M | 13.9% | −38,000−12.9% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 265,000 | $98.8M | 13.6% | −55,000−17.2% | Reduced | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 7,000,000 | $78.0M | 10.8% | +3,800,000+118.8% | Added | History |
| Arco Platform LtdG04553106 | COM CL A | 2,750,000 | $59.7M | 8.2% | +2,741,750+33,233.3% | Added | – |
| UBERUber Technologies, Inc | Stock | 1,250,000 | $56.0M | 7.7% | +750,000+150.0% | Added | History |
| AEOAmerican Eagle Outfitters Inc | COM | 2,150,000 | $55.5M | 7.7% | −165,949−7.2% | Reduced | History |
| OPENOpendoor Technologies Inc. | COM | 2,200,000 | $45.2M | 6.2% | −250,000−10.2% | Reduced | History |
| WWayfair Inc. | CL A | 170,000 | $43.4M | 6.0% | +170,000 | New | History |
| NBISNebius Group N.V. | Stock | 485,000 | $38.6M | 5.3% | 00.0% | Unchanged | History |
Sold out since Q2 2021 (1)
Positions held at the end of Q2 2021 that are gone from this filing.