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 |