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Wishbone Management, Lp Top Holdings and 13F Report (2025)

About Wishbone Management, Lp

Investment Activity

  • Wishbone Management, Lp has $220.96 million in total holdings as of June 30, 2025.
  • Wishbone Management, Lp owns shares of 4 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 26.02% of the portfolio was purchased this quarter.
  • About 13.03% of the portfolio was sold this quarter.
  • This quarter, Wishbone Management, Lp has purchased 4 new stocks and bought additional shares in 1 stock.
  • Wishbone Management, Lp sold shares of 0 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Avnet
$68,473,200
Copa
$51,960,825
Microsoft
$49,741,000

Largest New Holdings this Quarter

594918104 - Microsoft
$49,741,000 Holding

Largest Purchases this Quarter

Microsoft
100,000 shares (about $49.74M)
Lightspeed Commerce
661,726 shares (about $7.75M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWishbone Management, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Avnet, Inc. stock logo
AVT
Avnet
$68,473,2000.0%1,290,00031.0%Computer and Technology
Copa Holdings, S.A. stock logo
CPA
Copa
$51,960,8250.0%472,50023.5%Transportation
Lightspeed Commerce Inc. stock logo
LSPD
Lightspeed Commerce
$50,783,061$7,748,811 18.0%4,336,72623.0%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$49,741,000$49,741,000 New Holding100,00022.5%Computer and Technology
FERGUSON ENTERPRISES INC
$0$28,792,850 -100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data