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Wishbone Management, LP

SEC CIK
0001777734
Latest filing
Aug 13, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
4
0 vs. Q2 2025
Portfolio value
$186.0M
−$35.0M (−15.8%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Wishbone Management, LP in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AVTAvnet IncCOM1,290,000$67.4M36.3%00.0%UnchangedHistory
CPACopa Holdings, S.A.CL A472,500$56.1M30.2%00.0%UnchangedHistory
LSPDLightspeed Commerce Inc.SUB VTG SHS4,098,304$47.3M25.4%−238,422−5.5%ReducedHistory
EPAMEPAM Systems, Inc.COM100,000$15.1M8.1%+100,000NewHistory

Sold out since Q2 2025 (1)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Wishbone Management, LP sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
MSFTMicrosoft CorpStock100,000$49.7M22.5%History