Wishbone Management, LP
- SEC CIK
- 0001777734
- Latest filing
- Aug 13, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 6
- −1 vs. Q2 2023
- Portfolio value
- $281.6M
- −$52.4M (−15.7%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ELVElevance Health, Inc. | Stock | 190,000 | $82.7M | 29.4% | +55,000+40.7% | Added | History |
| FERGFerguson Enterprises Inc. | SHS | 475,000 | $78.1M | 27.7% | 00.0% | Unchanged | History |
| IBNIcici Bank Ltd | ADR | 2,600,000 | $60.1M | 21.3% | −150,000−5.5% | Reduced | History |
| Arco Platform LtdG04553106 | COM CL A | 2,895,932 | $39.9M | 14.2% | 00.0% | Unchanged | – |
| NCNOnCino, Inc. | COM | 377,761 | $12.0M | 4.3% | 00.0% | Unchanged | History |
| COMPCompass, Inc. | CL A | 3,000,000 | $8.70M | 3.1% | 00.0% | Unchanged | History |
Sold out since Q2 2023 (1)
Positions held at the end of Q2 2023 that are gone from this filing.