Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wishbone Management, LP (CIK 1777734) reported $135.6M across 4 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CPA ($53.7M, 39.59%), AVT ($40.4M, 29.77%), ROP ($31.8M, 23.49%), MCHP ($9.7M, 7.15%), ACN ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CPA | COPA HOLDINGS SA | $53.7M | 39.59% | 472,500 | Hold |
| 2 | AVT | AVNET INC | $40.4M | 29.77% | 655,000 | Trimmed |
| 3 | ROP | ROPER TECHNOLOGIES INC | $31.8M | 23.49% | 90,000 | New |
| 4 | MCHP | MICROCHIP TECHNOLOGY INC. | $9.7M | 7.15% | 150,000 | New |
| 5 | ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | Exited |
| 6 | LSPD | LIGHTSPEED COMMERCE INC | $0 | 0.00% | 0 | Exited |
| 7 | EPAM | EPAM SYS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31