The Analysis of Wishbone Management, LP's Holdings & P&L


Currently, Wishbone Management, LP holds 4 types of securities in its portfolio with a total value $135.6M. In the most recent quarter, they have increased their positions in ROP (+90.0K shares, valued at $31.8M), MCHP (+150.0K shares, valued at $9.7M); decreased their positions in AVT (-295.0K shares, valued at $18.2M); initiated new positions in ROP (+90.0K shares, valued at $31.8M), MCHP (+150.0K shares, valued at $9.7M).


1M P&L
+9.4M+4.90%
3M P&L
+2.1M+1.05%
HY P&L
+15.9M+8.56%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Information Technology Services61.5M
31.0%
2Airlines57.0M
28.8%
3Electronics & Computer Distribution45.7M
23.1%

Top Industries by Stock Count

1Electronics & Computer Distribution1 stocks
25.0%
2Airlines1 stocks
25.0%
3Information Technology Services1 stocks
25.0%
Stock Holdings
CPA
COPA HOLDINGS SA
0.00%
Shares472.5K
Event2026-03-31
Filed2026-05-15
AVT
AVNET INC
-31.05%
Shares655.0K
Event2026-03-31
Filed2026-05-15
ROP
ROPER TECHNOLOGIES INC
New
Shares90.0K
Event2026-03-31
Filed2026-05-15
MCHP
MICROCHIP TECHNOLOGY INC.
New
Shares150.0K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Wishbone Management, LP Institutional Holdings, Portfolio & P&L β€” TradeFomo