Wishbone Management
Latest statistics and disclosures from Wishbone Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ELV, FERG, IBN, Arco Platform Cl A Ord, NCNO, and represent 96.91% of Wishbone Management's stock portfolio.
- Added to shares of these 1 stock: ELV (+$24M).
- Reduced shares in these 2 stocks: , IBN.
- Sold out of its position in COF.
- Wishbone Management was a net seller of stock by $-58M.
- Wishbone Management has $282M in assets under management (AUM), dropping by -15.68%.
- Central Index Key (CIK): 0001777734
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Portfolio Holdings for Wishbone Management
Wishbone Management holds 6 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Anthem (ELV) | 29.4 | $83M | +40% | 190k | 435.42 |
|
| Ferguson SHS (FERG) | 27.7 | $78M | 475k | 164.47 |
|
|
| Icici Bank Adr (IBN) | 21.3 | $60M | -5% | 2.6M | 23.12 |
|
| Arco Platform Com Cl A | 14.2 | $40M | 2.9M | 13.78 |
|
|
| Ncino (NCNO) | 4.3 | $12M | 378k | 31.80 |
|
|
| Compass Cl A (COMP) | 3.1 | $8.7M | 3.0M | 2.90 |
|
Past Filings by Wishbone Management
SEC 13F filings are viewable for Wishbone Management going back to 2019
- Wishbone Management 2023 Q3 filed Nov. 14, 2023
- Wishbone Management 2023 Q2 filed Aug. 14, 2023
- Wishbone Management 2023 Q1 filed May 15, 2023
- Wishbone Management 2022 Q4 filed Feb. 13, 2023
- Wishbone Management 2022 Q3 filed Nov. 14, 2022
- Wishbone Management 2022 Q2 filed Aug. 15, 2022
- Wishbone Management 2022 Q1 filed May 13, 2022
- Wishbone Management 2021 Q4 filed Feb. 14, 2022
- Wishbone Management 2021 Q3 filed Nov. 15, 2021
- Wishbone Management 2021 Q2 filed Aug. 16, 2021
- Wishbone Management 2021 Q1 filed May 17, 2021
- Wishbone Management 2020 Q4 filed Feb. 16, 2021
- Wishbone Management 2020 Q3 filed Nov. 16, 2020
- Wishbone Management 2020 Q2 filed Aug. 14, 2020
- Wishbone Management 2020 Q1 filed May 15, 2020
- Wishbone Management 2019 Q4 filed Feb. 14, 2020