Wishbone Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EPAM SYS INC(EPAM) | 0 | 100,000 | +100,000 | 0 | 15,079,000 | 8.11% | +15,079,000 |
| COPA HOLDINGS SA(CPA) | 472,500 | 472,500 | 0 | 51,960,825 | 56,142,450 | 30.18% | +4,181,625 |
| AVNET INC | 1,290,000 | 1,290,000 | 0 | 68,473,200 | 67,441,200 | 36.26% | -1,032,000 |
| LIGHTSPEED COMMERCE INC(LSPD) | 4,336,726 | 4,098,304 | -238,422 | 50,783,061 | 47,335,411 | 25.45% | -3,447,650 |
| MICROSOFT CORP(MSFT) | 100,000 | 0 | -100,000 | 49,741,000 | 0 | — | -49,741,000 |