Wishbone Management, LP
- SEC CIK
- 0001777734
- Latest filing
- Aug 13, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 9
- −2 vs. Q4 2021
- Portfolio value
- $510.1M
- −$224.7M (−30.6%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 1,170,000 | $91.1M | 17.9% | −469,000−28.6% | Reduced | History |
| WWayfair Inc. | CL A | 730,461 | $80.9M | 15.9% | +195,461+36.5% | Added | History |
| COMPCompass, Inc. | CL A | 7,684,771 | $60.4M | 11.8% | +7,684,771 | New | History |
| UBERUber Technologies, Inc | Stock | 1,500,000 | $53.5M | 10.5% | +100,000+7.1% | Added | History |
| Arco Platform LtdG04553106 | COM CL A | 2,390,133 | $50.4M | 9.9% | −136,349−5.4% | Reduced | – |
| ELVElevance Health, Inc. | Stock | 100,000 | $49.1M | 9.6% | −60,000−37.5% | Reduced | History |
| AYXAlteryx, Inc. | COM CL A | 630,000 | $45.1M | 8.8% | −190,000−23.2% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 80,000 | $40.8M | 8.0% | −137,000−63.1% | Reduced | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 4,300,000 | $38.7M | 7.6% | −750,000−14.9% | Reduced | History |
Sold out since Q4 2021 (3)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| AEOAmerican Eagle Outfitters Inc | COM | 1,450,000 | $36.7M | 5.0% | History |
| NBISNebius Group N.V. | Stock | 485,000 | $29.3M | 4.0% | History |
| OPENOpendoor Technologies Inc. | COM | 1,900,000 | $27.8M | 3.8% | History |