Wishbone Management

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

  • Top 5 stock holdings are CPA, AVT, ROP, CDW, AMZN, and represent 100.00% of Wishbone Management's stock portfolio.
  • Added to shares of these 3 stocks: CDW (+$28M), AMZN (+$26M), ROP (+$15M).
  • Started 2 new stock positions in AMZN, CDW.
  • Reduced shares in these 1 stock: MCHP (-$9.7M).
  • Sold out of its position in MCHP.
  • Wishbone Management was a net buyer of stock by $60M.
  • Wishbone Management has $232M in assets under management (AUM), dropping by 70.90%.
  • 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 5 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Copa Holdings Sa Cl A (CPA) 31.7 $74M 473k 155.57
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Avnet (AVT) 25.1 $58M 655k 88.82
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Roper Industries (ROP) 19.7 $46M +50% 135k 338.39
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Cdw (CDW) 12.1 $28M NEW 200k 140.64
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Amazon (AMZN) 11.3 $26M NEW 110k 238.34
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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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