Wishbone Management, LP
Follow13F filer, CIK 1777734, Chicago, IL
Wishbone Management, LP reported $231,711,975 across 5 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-005147
- Period
- 2026-06-30
- Reported value
- $232M
- Holdings
- 5
- Top 10 weight
- 100%
- New
- 2
- Sold out
- 1
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CDWnew | +200,000 | $28.1M |
| AMZNnew | +110,000 | $26.2M |
| ROPadded | +45,000 | $15.2M |
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
| Security | Shares change | Approx. value |
|---|---|---|
| MCHPexited | -150,000 | -$9.69M |
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, Q2 2026
Share positions as resolved from 13F-HR 0000919574-26-005147, largest first. % of portfolio is the value over $231,711,975, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| CPACOPA HOLDINGS SA | 472,500 | $73.5M | 31.72% | 0 | Timeline | ||
| AVTAVNET INC | 655,000 | $58.2M | 25.11% | 0 | Timeline | ||
| ROPROPER TECHNOLOGIES INC | 135,000 | $45.7M | 19.72% | +45,000 | Timeline | ||
| CDWCDW CORP | 200,000 | $28.1M | 12.14% | new | Timeline | ||
| AMZNAMAZON COM INC | 110,000 | $26.2M | 11.31% | new | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| MCHPMICROCHIP TECHNOLOGY INC. | 150,000 | $9.69M | shares |
How Q2 2026 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000919574-26-005147 | base | 2026-08-13 | acceptance time not in the bulk data set |