Wishbone Management, LP
- SEC CIK
- 0001777734
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 5
- +1 vs. Q3 2025
- Portfolio value
- $234.2M
- +$48.2M (+25.9%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EPAMEPAM Systems, Inc. | COM | 300,000 | $61.5M | 26.2% | +200,000+200.0% | Added | History |
| CPACopa Holdings, S.A. | CL A | 472,500 | $57.0M | 24.3% | 00.0% | Unchanged | History |
| AVTAvnet Inc | COM | 950,000 | $45.7M | 19.5% | −340,000−26.4% | Reduced | History |
| ACNAccenture plc | Stock | 135,000 | $36.2M | 15.5% | +135,000 | New | History |
| LSPDLightspeed Commerce Inc. | SUB VTG SHS | 2,800,000 | $33.8M | 14.4% | −1,298,304−31.7% | Reduced | History |