Wishbone Management, LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Wishbone Management, LP reported 4 stock positions worth $221.0 million. Its top holding was Avnet (AVT) at 31.0% of the portfolio, followed by Copa Class A (CPA, 23.5%) and Lightspeed Commerce (LSPD, 23.0%). Compared with Q1 2025, it opened 1 new position, sold out of 1 and added to 1. The biggest buy was a new position in Microsoft (MSFT) and the biggest sale an exit from Ferguson Enterprises (FERG).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001777734
- Portfolio Value
- $221.0M (Q2 2025)
- SEC Filing
- 0000919574-25-004635 ↗ filed Aug 14, 2025
Holdings Value
Holdings 4 stocks · $221.0M
Portfolio Sells Q1 2025 → Q2 2025
| FERG Ferguson Enterprises Inc. | Sold out | 0.00% | −17.28 |
Portfolio Buys Q1 2025 → Q2 2025
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 |