Wishbone Management as of Dec. 31, 2020
Portfolio Holdings for Wishbone Management
Wishbone Management holds 11 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 23.7 | $104M | 295k | 350.68 | |
| Micron Technology (MU) | 18.5 | $81M | 1.1M | 75.18 | |
| Angi Homeservices Com Cl A | 9.3 | $41M | 3.1M | 13.20 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 8.5 | $37M | 160k | 232.73 | |
| Canada Goose Hldgs Shs Sub Vtg (GOOS) | 8.2 | $36M | 1.2M | 29.77 | |
| ProAssurance Corporation (PRA) | 8.1 | $36M | 2.0M | 17.79 | |
| Yandex N V Shs Class A (NBIS) | 7.7 | $34M | 485k | 69.58 | |
| Nordstrom | 6.0 | $26M | 840k | 31.21 | |
| Uber Technologies (UBER) | 5.8 | $26M | 500k | 51.00 | |
| Contextlogic Com Cl A | 2.7 | $12M | 640k | 18.24 | |
| Realreal (REAL) | 1.4 | $6.3M | 322k | 19.54 |
