本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Wishbone Management, LP (CIK 1777734) reported $231.7M across 5 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CPA ($73.5M, 31.72%), AVT ($58.2M, 25.11%), ROP ($45.7M, 19.72%), CDW ($28.1M, 12.14%), AMZN ($26.2M, 11.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CPA | COPA HOLDINGS SA | $73.5M | 31.72% | 472,500 | Hold |
| 2 | AVT | AVNET INC | $58.2M | 25.11% | 655,000 | Hold |
| 3 | ROP | ROPER TECHNOLOGIES INC | $45.7M | 19.72% | 135,000 | Added |
| 4 | CDW | CDW CORP | $28.1M | 12.14% | 200,000 | New |
| 5 | AMZN | AMAZON COM INC | $26.2M | 11.31% | 110,000 | New |
| 6 | MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30