$474 Million is the total value of Wishbone Management, LP's 13 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BABA | Sell | Alibaba Group Sh ADRsponsored ads | $92,604,000 | +8.7% | 315,000 | -20.3% | 19.54% | -7.4% |
| JD | Sell | JD.COM INCspon adr cl a | $28,716,000 | +6.0% | 370,000 | -17.8% | 6.06% | -9.7% |
| ANGI | Sell | ANGI HOMESERVICES INC | $11,983,000 | -26.9% | 1,080,000 | -20.0% | 2.53% | -37.8% |
| ANET | Exit | ARISTA NETWORKS INC | $0 | – | -108,000 | -100.0% | -5.62% | – |
| W | Exit | WAYFAIR INCcl a | $0 | – | -214,992 | -100.0% | -10.53% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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.