Wishbone Management, LP

CIK: 0001777734SEC EDGAR →

Portfolio Value

$234.2B

Holdings

5

As of

Q4 2025

New Positions

1

Closed Positions

1

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	EPAM EPAM SYS INC	300,000	$61.5B	26.25%
2	CPA COPA HOLDINGS SA	472,500	$57.0B	24.34%
3	AVT AVNET INC	950,000	$45.7B	19.51%
4	ACN ACCENTURE PLC IRELAND	135,000	$36.2B	15.47%
5	LSPD LIGHTSPEED COMMERCE INC	2,800,000	$33.8B	14.44%

Quarterly Changes

Top Buys

EPAM↑ Increased

$46.4B

ACNNEW

$36.2B

Top Sells

AVT↓ Decreased

$21.8B

LSPD↓ Decreased

$13.5B

New Positions (1)

$36.2B · 135K shares

Sector Breakdown

Sector	# Holdings	Value	%
Technology	4	$177.2B	75.7%
Industrials	1	$57.0B	24.3%