Wishbone Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Wishbone Management, LP reported 5 stock positions worth $231.7 million. Its top holding was Copa Class A (CPA) at 31.7% of the portfolio, followed by Avnet (AVT, 25.1%) and Roper Technologies (ROP, 19.7%). Compared with Q1 2026, it opened 2 new positions, sold out of 1 and added to 1. The biggest buy was a new position in CDW (CDW) and the biggest sale an exit from Microchip Technology (MCHP).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001777734
- Portfolio Value
- $231.7M (Q2 2026)
- SEC Filing
- 0000919574-26-005147 ↗ filed Aug 13, 2026
Holdings Value
Holdings 5 stocks · $231.7M
Portfolio Sells Q1 2026 → Q2 2026
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −7.15 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $231.7M | CPA, AVT, ROP, CDW, AMZN |
| Q1 2026 | 4 | $135.6M | CPA, AVT, ROP, MCHP |
| Q4 2025 | 5 | $234.2M | EPAM, CPA, AVT, ACN, LSPD |
| Q3 2025 | 4 | $186.0M | AVT, CPA, LSPD, EPAM |
| Q2 2025 | 4 | $221.0M | AVT, CPA, LSPD, MSFT |
| Q1 2025 | 4 | $166.7M | AVT, CPA, LSPD, FERG |
| Q4 2024 | 4 | $210.5M | AVT, ELV, CPA, FERG |
| Q3 2024 | 5 | $279.2M | AVT, ELV, FERG, CPA, SDRL |
| Q2 2024 | 5 | $309.7M | AVT, ELV, FERG, SDRL, CPA |
| Q1 2024 | 4 | $282.9M | AVT, ELV, FERG, SDRL |