Q4 2025 · 13F-HR
Wishbone Management, LPholdings as filed
Filed 2026-02-13 · accession 0000919574-26-000773
$234.2M
Reported value
5
Positions
2025-12-31
Period end
The Brief · Wishbone Management, LP · Q4 2025
AI · grounded in 13F
Wishbone Management, LP established a new position in ACN valued at $36.22M. The fund also doubled its share count in EPAM. These additions coincided with reductions in holdings of LSPD, which saw shares decrease by 31.68%, and AVT, which was trimmed by 26.36%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 29414B104 | EPAM | EPAM SYS INC | $61.5M | 26.2% | 300,000 | Common | SOLE |
| P31076105 | CPA | COPA HOLDINGS SA | $57.0M | 24.3% | 472,500 | Common | SOLE |
| 053807103 | AVT | AVNET INC | $45.7M | 19.5% | 950,000 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC IRELAND | $36.2M | 15.5% | 135,000 | Common | SOLE |
| 53229C107 | LSPD | LIGHTSPEED COMMERCE INC | $33.8M | 14.4% | 2,800,000 | 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.