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Wishbone Management, LP

SEC CIK
0001777734
Latest filing
Aug 13, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
5
+1 vs. Q1 2026
Portfolio value
$231.7M
+$96.1M (+70.9%) vs. Q1 2026
Filed
Aug 13, 2026
SEC
Holdings of Wishbone Management, LP in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
CPACopa Holdings, S.A.CL A472,500$73.5M31.7%00.0%UnchangedHistory
AVTAvnet IncCOM655,000$58.2M25.1%00.0%UnchangedHistory
ROPRoper Technologies IncStock135,000$45.7M19.7%+45,000+50.0%AddedHistory
CDWCDW CorpCOM200,000$28.1M12.1%+200,000NewHistory
AMZNAmazon Com IncStock110,000$26.2M11.3%+110,000NewHistory

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Wishbone Management, LP sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
MCHPMicrochip Technology IncStock150,000$9.69M7.1%History