Q3 2023 · 13F-HR
Wishbone Management, LPholdings as filed
Filed 2023-11-14 · accession 0000919574-23-006193
$281.6M
Reported value
6
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 036752103 | ELV | ELEVANCE HEALTH INC | $82.7M | 29.4% | 190,000 | Common | SOLE |
| G3421J106 | FERG1GBX | FERGUSON PLC NEW | $78.1M | 27.7% | 475,000 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $60.1M | 21.3% | 2,600,000 | Common | SOLE |
| G04553106 | — | ARCO PLATFORM LTD | $39.9M | 14.2% | 2,895,932 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $12.0M | 4.27% | 377,761 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $8.7M | 3.09% | 3,000,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.