Wishbone Management

Wishbone Management as of March 31, 2020

Portfolio Holdings for Wishbone Management

Wishbone Management holds 11 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alibaba Group Holding (BABA) 18.4 $61M 315k 194.48
Uber Technologies (UBER) 15.2 $51M 1.8M 27.92
UnitedHealth (UNH) 13.1 $44M 175k 249.38
Arista Networks (ANET) 11.2 $38M 185k 202.55
Cargurus (CARG) 10.8 $36M 1.9M 18.94
Wayfair (W) 8.7 $29M 540k 53.44
Jacobs Engineering 6.7 $22M 280k 79.27
Yandex Nv-a (YNDX) 5.5 $18M 540k 34.05
Jd (JD) 5.5 $18M 450k 40.50
Angi Homeservices (ANGI) 3.9 $13M 2.5M 5.25
Bill Com Holdings Ord (BILL) 1.0 $3.4M 100k 34.20