Wishbone Management, LP
•CIK: 1777734•Filing: Q4 2025
**Wishbone Management, LP** is a concentrated, actively managed fund overseeing $234M in assets. The portfolio is currently weighted across five core positions, with significant allocations to technology and enterprise services. Top holdings include EPAM at $61.5M, C-PR at $57.0M, AVT at $45.7M, ACN at $36.2M, and LSPD at $33.8M. This structure suggests a focused, high-conviction approach to identifying market leaders.
Total AUM
$234.2M
QoQ Performance
+25.9%
Positions
5
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
EPAM
CPRT
AVT
ACN
LSPD
EPAM26.2%
CPRT24.3%
AVT19.5%
ACN15.5%
LSPD14.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other84.5%
Technology15.5%
Changes from Q3 2025
NEW1 new position
↑1 increased
↓2 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023