Wishbone Management, LP Portfolio Holdings

Wishbone Management, LP

$189 Million
Q3 2025

Wishbone Management, LP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $189 Million distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Avnet Inc with a value of $67.4M, Copa Holdings, S.A. with a value of $56.1M, Lightspeed Commerce Inc. with a value of $47.3M, and Epam Systems, Inc. with a value of $18.6M.

Examining the 13F form we can see an decrease of $31.5M in the current position value, from $221M to 189M.

Wishbone Management, LP is based out at Chicago, IL

Below you can find more details about Wishbone Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $189 Million

Technology: $133 Million

Industrials: $56.1 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AVT Avnet Inc Technology	$4.32B	$67.4 Million 35.59% of portfolio	1,290,000	Q1 2025 Reduced 21.82%
CPA Copa Holdings, S.A. Industrials	$3.59B	$56.1 Million 29.63% of portfolio	472,500	Q1 2025 Added 12.5%
LSPD Lightspeed Commerce Inc. Technology	$1.8B	$47.3 Million 24.98% of portfolio	4,098,304	Q3 2025 Reduced 5.5%
EPAM Epam Systems, Inc. Technology	$10.6B	$18.6 Million 9.79% of portfolio	100,000	Q3 2025 New

Summary

Portfolio
No. of Stocks 4
Current Value $189 Million
Prior Value $221 Million
Filing
Period Q3 2025
Filing Date November 13, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 1 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

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Wishbone Management, LP Portfolio Holdings