Wishbone Management, LP
- SEC CIK
- 0001777734
- Latest filing
- Aug 13, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 10
- +3 vs. Q2 2022
- Portfolio value
- $347.4M
- +$72.8M (+26.5%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 1,270,000 | $63.6M | 18.3% | +100,000+8.5% | Added | History |
| COFCapital One Financial Corp | Stock | 575,000 | $53.0M | 15.3% | +575,000 | New | History |
| ELVElevance Health, Inc. | Stock | 105,000 | $47.7M | 13.7% | +25,000+31.3% | Added | History |
| AYXAlteryx, Inc. | COM CL A | 680,000 | $38.0M | 10.9% | +180,000+36.0% | Added | History |
| Signature BK New York N Y82669G104 | COM | 210,000 | $31.7M | 9.1% | +210,000 | New | – |
| WWayfair Inc. | CL A | 870,000 | $28.3M | 8.2% | −30,000−3.3% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 1,000,000 | $26.5M | 7.6% | −1,850,000−64.9% | Reduced | History |
| Arco Platform LtdG04553106 | COM CL A | 2,300,000 | $24.8M | 7.1% | +250,000+12.2% | Added | – |
| MTHMeritage Homes CORP | COM | 291,529 | $20.5M | 5.9% | +291,529 | New | History |
| COMPCompass, Inc. | CL A | 5,704,556 | $13.2M | 3.8% | +454,556+8.7% | Added | History |