Wishbone Management

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

  • Top 5 stock holdings are CPA, AVT, ROP, MCHP, and represent 100.00% of Wishbone Management's stock portfolio.
  • Added to shares of these 2 stocks: ROP (+$32M), MCHP (+$9.7M).
  • Started 2 new stock positions in MCHP, ROP.
  • Reduced shares in these 4 stocks: , , LSPD (-$34M), AVT (-$18M).
  • Sold out of its positions in EPAM, LSPD, ACN.
  • Wishbone Management was a net seller of stock by $-108M.
  • Wishbone Management has $136M in assets under management (AUM), dropping by -42.10%.
  • 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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Copa Holdings Sa Cl A (CPA) 39.6 $54M 473k 113.61
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Avnet (AVT) 29.8 $40M -31% 655k 61.62
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Roper Industries (ROP) 23.5 $32M NEW 90k 353.86
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Microchip Technology (MCHP) 7.1 $9.7M NEW 150k 64.61
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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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