Wishbone Management, LP
Net buyer this quarter
$232M
5
+$55.9M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CPA | $73.5M | 31.72% | 1.15% | Not reported | Q2 2024 |
 AVT | $58.2M | 25.11% | 0.80% | Not reported | Q1 2024 |
 ROP | $45.7M | 19.72% | 0.14% | +50.0% | Q1 2026 |
 CDW | $28.1M | 12.14% | 0.16% | New | Q2 2026 |
 AMZN | $26.2M | 11.31% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| CPA | $53.7M | 39.59% | 1.15% | Not reported | Q2 2024 |
| AVT | $40.4M | 29.77% | 0.80% | -31.1% | Q1 2024 |
| ROP | $31.8M | 23.49% | 0.09% | New | Q1 2026 |
 MCHP | $9.69M | 7.15% | 0.03% | New | Q1 2026 |
| Q4 2025 | |||||
 EPAM | $61.5M | 26.25% | 0.55% | +200.0% | Q3 2025 |
| CPA | $57M | 24.34% | 1.15% | Not reported | Q2 2024 |
| AVT | $45.7M | 19.51% | 1.17% | -26.4% | Q1 2024 |
 ACN | $36.2M | 15.47% | 0.02% | New | Q4 2025 |
 LSPD | $33.8M | 14.44% | 1.91% | -31.7% | Q1 2025 |
| Q3 2025 | |||||
| AVT | $67.4M | 36.26% | 1.55% | Not reported | Q1 2024 |
| CPA | $56.1M | 30.18% | 1.15% | Not reported | Q2 2024 |
| LSPD | $47.3M | 25.45% | 2.80% | -5.5% | Q1 2025 |
| EPAM | $15.1M | 8.11% | 0.18% | New | Q3 2025 |