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Wishbone Management, LP

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13F filer, CIK 1777734, Chicago, IL

Wishbone Management, LP reported $234,172,725 across 5 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-000773

Period
2025-12-31
Reported value
$234M
Holdings
5
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EPAMadded+200,000$41M
ACNnew+135,000$36.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AVTreduced-340,000-$16.3M
LSPDreduced-1,298,304-$15.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000919574-26-000773, largest first. % of portfolio is the value over $234,172,725, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,000 shares; 2025Q4: 300,000 shares 300,000$61.5M26.25%+200,000Timeline
CPACOPA HOLDINGS SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 420,000 shares; 2024Q4: 420,000 shares; 2025Q1: 472,500 shares; 2025Q2: 472,500 shares; 2025Q3: 472,500 shares; 2025Q4: 472,500 shares 472,500$57M24.34%0Timeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,650,000 shares; 2024Q4: 1,650,000 shares; 2025Q1: 1,290,000 shares; 2025Q2: 1,290,000 shares; 2025Q3: 1,290,000 shares; 2025Q4: 950,000 shares 950,000$45.7M19.51%-340,000Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 135,000 shares 135,000$36.2M15.47%newTimeline
LSPDLIGHTSPEED COMMERCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,675,000 shares; 2025Q2: 4,336,726 shares; 2025Q3: 4,098,304 shares; 2025Q4: 2,800,000 shares 2,800,000$33.8M14.44%-1,298,304Timeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-000773 base2026-02-13acceptance time not in the bulk data set