$435 Million is the total value of Wishbone Management, LP's 9 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $101,808,000 | – | 480,000 | +100.0% | 23.42% | – |
| W | New | WAYFAIR INCcl a | $74,342,000 | – | 822,638 | +100.0% | 17.10% | – |
| UBER | New | UBER TECHNOLOGIES INC | $54,722,000 | – | 1,840,000 | +100.0% | 12.59% | – |
| J | New | JACOBS ENGR GROUP INC | $53,898,000 | – | 600,000 | +100.0% | 12.40% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $51,447,000 | – | 175,000 | +100.0% | 11.83% | – |
| ANGI | New | ANGI HOMESERVICES INC | $27,149,000 | – | 3,205,356 | +100.0% | 6.24% | – |
| YNDX | New | YANDEX N V | $25,224,000 | – | 580,000 | +100.0% | 5.80% | – |
| JD | New | JD COM INCspon adr cl a | $24,309,000 | – | 690,000 | +100.0% | 5.59% | – |
| ETSY | New | ETSY INC | $21,866,000 | – | 493,586 | +100.0% | 5.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UBER TECHNOLOGIES INC | 12 | Q3 2022 | 21.2% |
| ELEVANCE HEALTH INC | 11 | Q3 2023 | 29.4% |
| UNITEDHEALTH GROUP INC | 10 | Q1 2022 | 23.7% |
| ARCO PLATFORM LTD | 10 | Q3 2023 | 14.2% |
| WAYFAIR INC | 9 | Q4 2022 | 17.1% |
| Yandex NV Shs | 9 | Q4 2021 | 7.7% |
| MICRON TECHNOLOGY INC | 8 | Q3 2022 | 23.6% |
| COMPASS INC | 7 | Q3 2023 | 11.8% |
| Alibaba Group Sh ADR | 6 | Q1 2021 | 23.4% |
| ALTERYX INC | 6 | Q1 2023 | 14.6% |
View Wishbone Management, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| SC 13D | 2023-08-17 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-02-14 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
View Wishbone Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.