Wishbone Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Wishbone Management, LP disclosed 5 US equity positions worth $231.7m in its Q2 2026 13F filing. The largest position was COPA HOLDINGS SA at 31.7% of the reported book, followed by AVT and ROP. Against the Q1 2026 filing, it opened 2 new positions, added to 1 and reduced 0 among the top 5 holdings.
What did Wishbone Management, LP own in Q2 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | COPA HOLDINGS SA | 31.7% | $73.5m | 472,500 | 0% | held | |
| 2 | AVT AVNET INC | Technology | 25.1% | $58.2m | 655,000 | 0% | held |
| 3 | ROP ROPER TECHNOLOGIES INC | Technology | 19.7% | $45.7m | 135,000 | 50% | added |
| 4 | CDW CDW CORP | Technology | 12.1% | $28.1m | 200,000 | – | new |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 11.3% | $26.2m | 110,000 | – | 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.