Wishbone Management as of Sept. 30, 2021
Portfolio Holdings for Wishbone Management
Wishbone Management holds 10 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 20.6 | $149M | 2.1M | 70.98 | |
| UnitedHealth (UNH) | 13.9 | $100M | 257k | 390.74 | |
| Anthem (ELV) | 13.6 | $99M | 265k | 372.80 | |
| Vipshop Holdings Sponsored Ads A (VIPS) | 10.8 | $78M | 7.0M | 11.14 | |
| Arco Platform Com Cl A | 8.2 | $60M | 2.8M | 21.70 | |
| Uber Technologies (UBER) | 7.7 | $56M | 1.3M | 44.80 | |
| American Eagle Outfitters (AEO) | 7.7 | $56M | 2.2M | 25.80 | |
| Opendoor Technologies (OPEN) | 6.2 | $45M | 2.2M | 20.53 | |
| Wayfair Cl A (W) | 6.0 | $43M | 170k | 255.51 | |
| Yandex N V Shs Class A (NBIS) | 5.3 | $39M | 485k | 79.69 |
