Skip to main content

Wishbone Management, LP

SEC CIK
0001777734
Latest filing
Aug 13, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
4
−1 vs. Q4 2025
Portfolio value
$135.6M
−$98.6M (−42.1%) vs. Q4 2025
Filed
May 15, 2026
SEC
Holdings of Wishbone Management, LP in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
CPACopa Holdings, S.A.CL A472,500$53.7M39.6%00.0%UnchangedHistory
AVTAvnet IncCOM655,000$40.4M29.8%−295,000−31.1%ReducedHistory
ROPRoper Technologies IncStock90,000$31.8M23.5%+90,000NewHistory
MCHPMicrochip Technology IncStock150,000$9.69M7.1%+150,000NewHistory

Sold out since Q4 2025 (3)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Wishbone Management, LP sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
EPAMEPAM Systems, Inc.COM300,000$61.5M26.2%History
ACNAccenture plcStock135,000$36.2M15.5%History
LSPDLightspeed Commerce Inc.SUB VTG SHS2,800,000$33.8M14.4%History