Wishbone Management, LP 13F Holdings · Q2 2026
Wishbone Management, LP reported 5 securities worth $231.71M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CPA (31.72%), AVT (25.11%), ROP (19.72%). Among its top 25 positions this quarter: 2 new, 1 added, 1 exited.
| 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 |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR