35 is the total number of securities Wishbone Management, LP has owned. The longest Wishbone Management, LP has owned a single stock is 12 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| UBER | UBER TECHNOLOGIES INC | 12 | 12 | 3.87% | 9.54% | 21.24% | Q4 2019 | Q3 2022 | 12 |
| ANTM | ELEVANCE HEALTH INC | 11 | 11 | 9.63% | 16.11% | 29.38% | Q1 2021 | Q3 2023 | 11 |
| UNH | UNITEDHEALTH GROUP INC | 10 | 10 | 8.00% | 14.90% | 23.68% | Q4 2019 | Q1 2022 | 10 |
| ARCE | ARCO PLATFORM LTD | 10 | 10 | 0.04% | 8.96% | 14.17% | Q2 2021 | Q3 2023 | 10 |
| W | WAYFAIR INC | 6 | 3 | 3.56% | 10.89% | 17.10% | Q4 2019 | Q4 2022 | 9 |
| YNDX | Yandex NV Shs | 9 | 9 | 3.99% | 5.65% | 7.72% | Q4 2019 | Q4 2021 | 9 |
| MU | MICRON TECHNOLOGY INC | 8 | 8 | 17.87% | 20.35% | 23.56% | Q4 2020 | Q3 2022 | 8 |
| COMP | COMPASS INC | 7 | 7 | 2.80% | 4.92% | 11.84% | Q1 2022 | Q3 2023 | 7 |
| BABA | Alibaba Group Sh ADR | 6 | 6 | 6.09% | 16.18% | 23.42% | Q4 2019 | Q1 2021 | 6 |
| AYX | ALTERYX INC | 6 | 6 | 6.75% | 10.44% | 14.60% | Q4 2021 | Q1 2023 | 6 |
| ANGI | ANGI HOMESERVICES INC | 5 | 5 | 2.53% | 5.22% | 9.30% | Q4 2019 | Q4 2020 | 5 |
| FERG | FERGUSON PLC NEW | 4 | 4 | 15.72% | 21.04% | 27.74% | Q4 2022 | Q3 2023 | 4 |
| COF | CAPITAL ONE FINL CORP | 4 | 4 | 15.26% | 20.02% | 23.58% | Q3 2022 | Q2 2023 | 4 |
| AEO | AMERICAN EAGLE OUTFITT... | 4 | 4 | 5.00% | 9.36% | 13.41% | Q1 2021 | Q4 2021 | 4 |
| VIPS | VIPSHOP HOLDINGS LIMITED | 4 | 4 | 5.77% | 8.51% | 10.76% | Q2 2021 | Q1 2022 | 4 |
| J | JACOBS ENGR GROUP INC | 4 | 4 | 5.88% | 7.80% | 12.40% | Q4 2019 | Q3 2020 | 4 |
| JD | JD.COM INC | 4 | 4 | 5.47% | 5.96% | 6.71% | Q4 2019 | Q3 2020 | 4 |
| PRA | PROASSURANCE CORP | 4 | 4 | 2.43% | 5.17% | 8.14% | Q3 2020 | Q2 2021 | 4 |
| IBN | ICICI BANK LIMITED | 3 | 3 | 17.12% | 19.16% | 21.35% | Q1 2023 | Q3 2023 | 3 |
| GOOS | CANADA GOOSE HLDGS INC | 3 | 3 | 8.18% | 9.10% | 10.52% | Q2 2020 | Q4 2020 | 3 |
| CARG | CARGURUS INC | 3 | 3 | 5.34% | 7.36% | 10.79% | Q1 2020 | Q3 2020 | 3 |
| OPEN | OPENDOOR TECHNOLOGIES INC | 3 | 3 | 3.78% | 5.57% | 6.70% | Q2 2021 | Q4 2021 | 3 |
| NCINO INC | 3 | 3 | 2.70% | 3.46% | 4.27% | Q1 2023 | Q3 2023 | 3 | |
| ANET | ARISTA NETWORKS INC | 2 | 2 | 5.62% | 8.43% | 11.24% | Q1 2020 | Q2 2020 | 2 |
| JWN | NORDSTROM INC | 2 | 2 | 6.00% | 7.53% | 9.06% | Q3 2020 | Q4 2020 | 2 |
| UPWK | UPWORK INC | 2 | 2 | 4.72% | 5.31% | 5.89% | Q2 2020 | Q3 2020 | 2 |
| WISH | CONTEXTLOGIC INC | 2 | 2 | 2.67% | 4.78% | 6.90% | Q4 2020 | Q1 2021 | 2 |
| CORE & MAIN INC | 2 | 2 | 0.65% | 1.82% | 3.00% | Q4 2022 | Q1 2023 | 2 | |
| BAC | BANK AMERICA CORP | 1 | 1 | 12.81% | 12.81% | 12.81% | Q4 2022 | Q4 2022 | 1 |
| SBNY | SIGNATURE BK NEW YORK N Y | 1 | 1 | 9.13% | 9.13% | 9.13% | Q3 2022 | Q3 2022 | 1 |
| MTH | MERITAGE HOMES CORP | 1 | 1 | 5.90% | 5.90% | 5.90% | Q3 2022 | Q3 2022 | 1 |
| ETSY | ETSY INC | 1 | 1 | 5.03% | 5.03% | 5.03% | Q4 2019 | Q4 2019 | 1 |
| REAL | THE REALREAL INC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2020 | Q4 2020 | 1 |
| SFIX | STITCH FIX INC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2020 | Q3 2020 | 1 |
| BILL | BILL COM HLDGS INC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2020 | Q1 2020 | 1 |
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The securities at the top of the list , including UBER TECHNOLOGIES INC, ELEVANCE HEALTH INC, and UNITEDHEALTH GROUP INC, are the highest-conviction holdings of Wishbone Management, LP.
The conviction is calculated by counting the number of quarters a security has been reported by Wishbone Management, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Wishbone Management, LP owns currently or has owned in the past.