Wishbone Management, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Wishbone Management, LP disclosed 4 US equity positions worth $221.0m in its Q2 2025 13F filing. The largest position was AVT at 31.0% of the reported book, followed by COPA HOLDINGS SA and LSPD. Against the Q1 2025 filing, it opened 1 new position, added to 1 and reduced 0 among the top 4 holdings.
What did Wishbone Management, LP own in Q2 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AVT AVNET INC | Technology | 31.0% | $68.5m | 1,290,000 | 0% | held |
| 2 | COPA HOLDINGS SA | 23.5% | $52.0m | 472,500 | 0% | held | |
| 3 | LSPD LIGHTSPEED COMMERCE INC | Technology | 23.0% | $50.8m | 4,336,726 | 18% | added |
| 4 | MSFT MICROSOFT CORP | Technology | 22.5% | $49.7m | 100,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.