Wishbone Management, LP — 13F Holdings & Portfolio
CIK 1777734 · latest 13F-HR filed 2026-05-15
Wishbone Management, LP manages $135.6M in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CPA (39.59%), AVT (29.77%), ROP (23.49%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 3, added to 0, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$135.6M
Long-equity book
4
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −3 / ↑0 / ↓2
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Exited Positions
- EPAM SYS INC$61.5M
- ACCENTURE PLC IRELAND$36.2M
- LIGHTSPEED COMMERCE INC$33.8M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $135.6M | 4 | 0000919574-26-003135 |
| 2025-12-31 | 2026-02-13 | $234.2M | 5 | 0000919574-26-000773 |
| 2025-09-30 | 2025-11-14 | $186.0M | 4 | 0000919574-25-006766 |