Wishbone Management, LP
- SEC CIK
- 0001777734
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 4
- 0 vs. Q1 2025
- Portfolio value
- $221.0M
- +$54.3M (+32.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVTAvnet Inc | COM | 1,290,000 | $68.5M | 31.0% | 00.0% | Unchanged | History |
| CPACopa Holdings, S.A. | CL A | 472,500 | $52.0M | 23.5% | 00.0% | Unchanged | History |
| LSPDLightspeed Commerce Inc. | SUB VTG SHS | 4,336,726 | $50.8M | 23.0% | +661,726+18.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 100,000 | $49.7M | 22.5% | +100,000 | New | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.