Wishbone Management, LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Wishbone Management, LP disclosed 4 US equity positions worth $186.0m in its Q3 2025 13F filing. The largest position was AVT at 36.3% of the reported book, followed by COPA HOLDINGS SA and LSPD. Against the Q2 2025 filing, it opened 1 new position, added to 0 and reduced 1 among the top 4 holdings.
What did Wishbone Management, LP own in Q3 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | AVT AVNET INC | Technology | 36.3% | $67.4m | 1,290,000 | 0% | held |
| 2 | COPA HOLDINGS SA | 30.2% | $56.1m | 472,500 | 0% | held | |
| 3 | LSPD LIGHTSPEED COMMERCE INC | Technology | 25.4% | $47.3m | 4,098,304 | -5% | reduced |
| 4 | EPAM EPAM SYS INC | Technology | 8.1% | $15.1m | 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.