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WM

Wishbone Management Portfolio holdings

AUM $136M
1-Year Est. Return 37.65%
This Fund
S&P 500
This Quarter Est. Return
+10.24%
1 Year Est. Return
+37.65%
3 Year Est. Return
+39.07%
5 Year Est. Return
-23.66%
10 Year Est. Return
–
AUM
$234M
AUM Growth
+$48.2M
Cap. Flow
+$37.9M
Cap. Flow %
16.17%
Top 10 Hldgs %
100%
Holding
5
New
1
Increased
1
Reduced
2
Closed
–

Top Buys

Rank Stock Value
1
EPAM icon
EPAM Systems
EPAM
+$35.7M
2
ACN icon
Accenture
ACN
+$34.3M

Top Sells

Rank Stock Value
1
AVT icon
Avnet
AVT
+$16.7M
2
LSPD icon
Lightspeed Commerce
LSPD
+$15.4M

Sector Composition

Rank Sector Weight
1 Technology 75.66%
2 Industrials 24.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EPAM icon
1
EPAM Systems
EPAM
$4.92B
$61.5M 26.25%
300,000
+200,000
+200% +$35.7M
CPA icon
2
Copa Holdings
CPA
$5.65B
$57M 24.34%
472,500
– –
AVT icon
3
Avnet
AVT
$7.25B
$45.7M 19.51%
950,000
-340,000
-26% -$16.7M
ACN icon
4
Accenture
ACN
$94.3B
$36.2M 15.47%
+135,000
New +$34.3M
LSPD icon
5
Lightspeed Commerce
LSPD
$1.35B
$33.8M 14.44%
2,800,000
-1,298,304
-32% -$15.4M

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Wishbone Management's Q4 2025 Portfolio in Review

As of Q4 2025, Wishbone Management held 5 positions worth $234M, up 26% from $186M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Wishbone Management deployed $37.9M of net new capital in Q4 2025, opening 1 new position and adding to 1 existing holding. Its largest new stake was Accenture: 135,000 shares worth $36.2M.

By sector, the portfolio is most concentrated in Technology at 76% of assets, up from 70% a quarter earlier, followed by Industrials.

On the sell side, the largest reduction was Avnet, an estimated $16.7M trimmed.

  • Wishbone Management's largest Q4 2025 buy was Accenture: 135,000 shares worth $36.2M.
  • Wishbone Management added most to EPAM Systems in Q4 2025, an estimated $35.7M increase.
  • Wishbone Management's biggest Q4 2025 reduction was Avnet, cutting an estimated $16.7M.
  • Wishbone Management's ten largest holdings make up 100% of its $234M portfolio in Q4 2025.
  • Wishbone Management opened 1 new position and closed 0 in Q4 2025.
  • Wishbone Management's portfolio value rose 26% quarter-over-quarter to $234M.

Based on Wishbone Management's 13F filing for Q4 2025, filed 13 Feb 2026.