Wishbone Management

Latest statistics and disclosures from Wishbone Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AVT, CPA, LSPD, EPAM, and represent 100.00% of Wishbone Management's stock portfolio.
  • Added to shares of these 1 stock: EPAM (+$15M).
  • Started 1 new stock position in EPAM.
  • Reduced shares in these 2 stocks: MSFT (-$50M), LSPD.
  • Sold out of its position in MSFT.
  • Wishbone Management was a net seller of stock by $-37M.
  • Wishbone Management has $186M in assets under management (AUM), dropping by -15.82%.
  • Central Index Key (CIK): 0001777734

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Positions held by Wishbone Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wishbone Management

Wishbone Management holds 4 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Avnet (AVT) 36.3 $67M 1.3M 52.28
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Copa Holdings Sa Cl A (CPA) 30.2 $56M 473k 118.82
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Lightspeed Commerce Sub Vtg Shs (LSPD) 25.4 $47M -5% 4.1M 11.55
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Epam Systems (EPAM) 8.1 $15M NEW 100k 150.79
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Past Filings by Wishbone Management

SEC 13F filings are viewable for Wishbone Management going back to 2019

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