Portfolio (Quarterly)
Guide ↗
Wishbone Management, LP
· CIK 0001777734| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EPAM | EPAM SYS INC | Technology | 300,000.0 | $61.5M | 26.25% | NEW | — | $204.88 | -49.6% |
| 2 | CPA | COPA HOLDINGS SA | Industrials | 472,500.0 | $57.0M | 24.34% | NEW | — | $120.61 | +13.6% |
| 3 | AVT | AVNET INC | Technology | 950,000.0 | $45.7M | 19.50% | NEW | — | $48.08 | +73.5% |
| 4 | ACN | ACCENTURE PLC IRELAND | Technology | 135,000.0 | $36.2M | 15.47% | NEW | — | $268.30 | -33.7% |
| 5 | LSPD | LIGHTSPEED COMMERCE INC | Technology | 2,800,000.0 | $33.8M | 14.44% | NEW | — | $12.08 | -30.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
75.7%
Industrials
24.3%