Wishbone Management, LP - Q1 2022 holdings

$510 Million is the total value of Wishbone Management, LP's 9 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 36.4% .

 Value Shares↓ Weighting
MU SellMICRON TECHNOLOGY INC$91,131,000
-40.3%
1,170,000
-28.6%
17.87%
-14.0%
W BuyWAYFAIR INCcl a$80,920,000
-20.4%
730,461
+36.5%
15.86%
+14.7%
COMP NewCOMPASS INCcl a$60,402,0007,684,771
+100.0%
11.84%
UBER BuyUBER TECHNOLOGIES INC$53,520,000
-8.8%
1,500,000
+7.1%
10.49%
+31.3%
ARCE SellARCO PLATFORM LTD$50,432,000
-4.4%
2,390,133
-5.4%
9.89%
+37.6%
ANTM SellANTHEM INC$49,122,000
-33.8%
100,000
-37.5%
9.63%
-4.6%
AYX SellALTERYX INC$45,064,000
-9.2%
630,000
-23.2%
8.84%
+30.9%
UNH SellUNITEDHEALTH GROUP INC$40,798,000
-62.6%
80,000
-63.1%
8.00%
-46.1%
VIPS SellVIPSHOP HOLDINGS LIMITEDsponsored ads a$38,700,000
-8.8%
4,300,000
-14.9%
7.59%
+31.4%
OPEN ExitOPENDOOR TECHNOLOGIES INC$0-1,900,000
-100.0%
-3.78%
YNDX ExitYANDEX N V$0-485,000
-100.0%
-3.99%
AEO ExitAMERICAN EAGLE OUTFITTERS IN$0-1,450,000
-100.0%
-5.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2022-05-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
UBER TECHNOLOGIES INC12Q3 202221.2%
ELEVANCE HEALTH INC11Q3 202329.4%
UNITEDHEALTH GROUP INC10Q1 202223.7%
ARCO PLATFORM LTD10Q3 202314.2%
WAYFAIR INC9Q4 202217.1%
Yandex NV Shs9Q4 20217.7%
MICRON TECHNOLOGY INC8Q3 202223.6%
COMPASS INC7Q3 202311.8%
Alibaba Group Sh ADR6Q1 202123.4%
ALTERYX INC6Q1 202314.6%

View Wishbone Management, LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
SC 13D2023-08-17
13F-HR2023-08-14
13F-HR2023-05-15
SC 13G/A2023-02-14
13F-HR2023-02-13
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-13

View Wishbone Management, LP's complete filings history.

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