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Wishbone Management, LP

SEC CIK
0001777734
Latest filing
Aug 13, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
7
−2 vs. Q1 2022
Portfolio value
$274.6M
−$235.5M (−46.2%) vs. Q1 2022
Filed
Aug 15, 2022
SEC
Holdings of Wishbone Management, LP in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MUMicron Technology IncStock1,170,000$64.7M23.6%00.0%UnchangedHistory
UBERUber Technologies, IncStock2,850,000$58.3M21.2%+1,350,000+90.0%AddedHistory
WWayfair Inc.CL A900,000$39.2M14.3%+169,539+23.2%AddedHistory
ELVElevance Health, Inc.Stock80,000$38.6M14.1%−20,000−20.0%ReducedHistory
Arco Platform LtdG04553106COM CL A2,050,000$30.6M11.1%−340,133−14.2%Reduced–
AYXAlteryx, Inc.COM CL A500,000$24.2M8.8%−130,000−20.6%ReducedHistory
COMPCompass, Inc.CL A5,250,000$19.0M6.9%−2,434,771−31.7%ReducedHistory

Sold out since Q1 2022 (2)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Wishbone Management, LP sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
UNHUnitedHealth Group IncStock80,000$40.8M8.0%History
VIPSVipshop Holdings LtdSPONSORED ADS A4,300,000$38.7M7.6%History