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Wishbone Management, LP

SEC CIK
0001777734
Latest filing
Aug 13, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
11
+1 vs. Q3 2021
Portfolio value
$734.8M
+$10.1M (+1.4%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Wishbone Management, LP in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
MUMicron Technology IncStock1,639,000$152.7M20.8%−461,000−22.0%ReducedHistory
UNHUnitedHealth Group IncStock217,000$109.0M14.8%−40,000−15.6%ReducedHistory
WWayfair Inc.CL A535,000$101.6M13.8%+365,000+214.7%AddedHistory
ELVElevance Health, Inc.Stock160,000$74.2M10.1%−105,000−39.6%ReducedHistory
UBERUber Technologies, IncStock1,400,000$58.7M8.0%+150,000+12.0%AddedHistory
Arco Platform LtdG04553106COM CL A2,526,482$52.8M7.2%−223,518−8.1%Reduced–
AYXAlteryx, Inc.COM CL A820,000$49.6M6.8%+820,000NewHistory
VIPSVipshop Holdings LtdSPONSORED ADS A5,050,000$42.4M5.8%−1,950,000−27.9%ReducedHistory
AEOAmerican Eagle Outfitters IncCOM1,450,000$36.7M5.0%−700,000−32.6%ReducedHistory
NBISNebius Group N.V.Stock485,000$29.3M4.0%00.0%UnchangedHistory
OPENOpendoor Technologies Inc.COM1,900,000$27.8M3.8%−300,000−13.6%ReducedHistory