Wishbone Management, LP

CIK: 0001777734SEC EDGAR →

Portfolio Value

$234.2M

Holdings

5

As of

Q4 2025

New Positions

1

Closed Positions

0

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	EPAM EPAM SYS INC	300,000	$61.5M	26.25%
2	CPA COPA HOLDINGS SA	472,500	$57.0M	24.34%
3	AVT AVNET INC	950,000	$45.7M	19.51%
4	ACN ACCENTURE PLC IRELAND	135,000	$36.2M	15.47%
5	LSPD LIGHTSPEED COMMERCE INC	2,800,000	$33.8M	14.44%

Quarterly Changes

Top Buys

EPAM↑ Increased

$46.4M

ACNNEW

$36.2M

Top Sells

AVT↓ Decreased

$21.8M

LSPD↓ Decreased

$13.5M

New Positions (1)

$36.2M · 135K shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	4	$177.2M	75.7%
Industrials	1	$57.0M	24.3%