Wishbone Management, LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Wishbone Management, LP reported 4 stock positions worth $135.6 million. Its top holding was Copa Class A (CPA) at 39.6% of the portfolio, followed by Avnet (AVT, 29.8%) and Roper Technologies (ROP, 23.5%). Compared with Q4 2025, it opened 2 new positions, sold out of 3 and reduced 1. The biggest buy was a new position in Roper Technologies (ROP) and the biggest sale an exit from Epam Systems (EPAM).

Most Recent 13F
Q2 2026
Location
Chicago, IL
CIK
0001777734
Portfolio Value
$135.6M (Q1 2026)
SEC Filing
0000919574-26-003135 ↗ filed May 15, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $282.9M Q1 2024 Q2 2024: $309.7M Q2 2024 Q3 2024: $279.2M Q3 2024 Q4 2024: $210.5M Q4 2024 Q1 2025: $166.7M Q1 2025 Q2 2025: $221.0M Q2 2025 Q3 2025: $186.0M Q3 2025 Q4 2025: $234.2M Q4 2025 Q1 2026: $135.6M $135.6M Q1 2026 Q2 2026: $231.7M Q2 2026

Holdings 4 stocks · $135.6M
CPA Copa Holdings SA Class A 39.59% 472,500 $53.7M No change
AVT Avnet Inc. 29.77% 655,000 $40.4M Reduce -31.1%
ROP Roper Technologies Inc. 23.49% 90,000 $31.8M New
MCHP Microchip Technology Inc. 7.15% 150,000 $9.7M New

Portfolio Sells Q4 2025 → Q1 2026
EPAM Epam Systems Inc. Sold out 0.00% −26.25
ACN Accenture PLC Class A Sold out 0.00% −15.47
LSPD Lightspeed Commerce Inc. Sold out 0.00% −14.44
AVT Avnet Inc. Reduce -31.1% 29.77% +10.26

Portfolio Buys Q4 2025 → Q1 2026
ROP Roper Technologies Inc. New 23.49% +23.49
MCHP Microchip Technology Inc. New 7.15% +7.15

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$231.7MCPA, AVT, ROP, CDW, AMZN
Q1 2026 4$135.6MCPA, AVT, ROP, MCHP
Q4 2025 5$234.2MEPAM, CPA, AVT, ACN, LSPD
Q3 2025 4$186.0MAVT, CPA, LSPD, EPAM
Q2 2025 4$221.0MAVT, CPA, LSPD, MSFT
Q1 2025 4$166.7MAVT, CPA, LSPD, FERG
Q4 2024 4$210.5MAVT, ELV, CPA, FERG
Q3 2024 5$279.2MAVT, ELV, FERG, CPA, SDRL
Q2 2024 5$309.7MAVT, ELV, FERG, SDRL, CPA
Q1 2024 4$282.9MAVT, ELV, FERG, SDRL