Wishbone Management, LP — Q2 2025 13F-HR

← Wishbone Management, LP

Q2 2025 · 13F-HR

Wishbone Management, LPholdings as filed

Filed 2025-08-14 · accession 0000919574-25-004635

$221.0M

Reported value

Positions

2025-06-30

Period end

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The Brief · Wishbone Management, LP · Q2 2025

AI · grounded in 13F

Wishbone Management, LP established four new positions this quarter, led by a $68.5M investment in AVT. The fund also initiated stakes in CPA for $52M and LSPD for $50.8M. Additionally, the firm added MSFT to its portfolio with a $49.7M position.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
053807103	AVT	AVNET INC	$68.5M	31.0%	1,290,000	Common	SOLE
P31076105	CPA	COPA HOLDINGS SA	$52.0M	23.5%	472,500	Common	SOLE
53229C107	LSPD	LIGHTSPEED COMMERCE INC	$50.8M	23.0%	4,336,726	Common	SOLE
594918104	MSFT	MICROSOFT CORP	$49.7M	22.5%	100,000	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.