Wishbone Management, LP — Q1 2026 13F-HR

← Wishbone Management, LP

Q1 2026 · 13F-HR

Wishbone Management, LPholdings as filed

Filed 2026-05-15 · accession 0000919574-26-003135

$135.6M

Reported value

Positions

2026-03-31

Period end

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The Brief · Wishbone Management, LP · Q1 2026

AI · grounded in 13F

Wishbone Management, LP closed its position in EPAM for a reduction of $61.46M. The fund also exited positions in ACN and LSPD, totaling $36.22M and $33.82M respectively. To offset these exits, the fund established new positions in ROP for $31.85M and MCHP for $9.69M. Additionally, the fund trimmed its holding in AVT by 31.05%.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
P31076105	CPA	COPA HOLDINGS SA	$53.7M	39.6%	472,500	Common	SOLE
053807103	AVT	AVNET INC	$40.4M	29.8%	655,000	Common	SOLE
776696106	ROP	ROPER TECHNOLOGIES INC	$31.8M	23.5%	90,000	Common	SOLE
595017104	MCHP	MICROCHIP TECHNOLOGY INC.	$9.7M	7.15%	150,000	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.