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Wishbone Management, Lp Top Holdings and 13F Report (2026)

About Wishbone Management, Lp

Investment Activity

  • Wishbone Management, Lp has $231.71 million in total holdings as of June 30, 2026.
  • Wishbone Management, Lp owns shares of 5 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 30.03% of the portfolio was purchased this quarter.
  • About 4.18% 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

Copa
$73,506,825
Avnet
$58,177,100
ROPER TECHNOLOGIES INC
$45,682,650
CDW
$28,128,000
Amazon.com
$26,217,400

Largest New Holdings this Quarter

12514G108 - CDW
$28,128,000 Holding
023135106 - Amazon.com
$26,217,400 Holding

Largest Purchases this Quarter

CDW
200,000 shares (about $28.13M)
Amazon.com
110,000 shares (about $26.22M)
ROPER TECHNOLOGIES INC
45,000 shares (about $15.23M)

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
Copa Holdings, S.A. stock logo
CPA
Copa
$73,506,8250.0%472,50031.7%Industrials
Avnet, Inc. stock logo
AVT
Avnet
$58,177,1000.0%655,00025.1%Technology
ROPER TECHNOLOGIES INC
$45,682,650$15,227,550 â–²50.0%135,00019.7%COM
CDW Corporation stock logo
CDW
CDW
$28,128,000$28,128,000 â–²New Holding200,00012.1%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$26,217,400$26,217,400 â–²New Holding110,00011.3%Consumer Discretionary
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$0$9,691,500 â–¼-100.0%00.0%Technology

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