Managers / Q4 2019 · view latest →
Wishbone Management, LP
CIK 0001777734 · 444 WEST LAKE STREET, 49TH FLOOR, CHICAGO, IL, 60606 · 312-265-5560
Summary
Wishbone Management, LP reported $435M in U.S.-listed holdings across 9 positions for Q4 2019.
The portfolio is heavily concentrated: BABA alone accounts for 23.4% of reported value.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 65.2% · $283M
- ADR · 29.0% · $126M
- Other · 5.8% · $25M
Quarter-over-Quarter Changes full breakdown →
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| BABAALIBABA GROUP HLDG LTD | NEW | +480.0K | 480.0K | +$102M | $102M |
| WWAYFAIR INC | NEW | +822.6K | 822.6K | +$74M | $74M |
| UBERUBER TECHNOLOGIES INC | NEW | +1.84M | 1.84M | +$55M | $55M |
| JECUSDJACOBS ENGR GROUP INC | NEW | +600.0K | 600.0K | +$54M | $54M |
| UNHUNITEDHEALTH GROUP INC | NEW | +175.0K | 175.0K | +$51M | $51M |
| ANGI1EURANGI HOMESERVICES INC | NEW | +3.21M | 3.21M | +$27M | $27M |
| YANDEX N V | NEW | +580.0K | 580.0K | +$25M | $25M |
| JDJD COM INC | NEW | +690.0K | 690.0K | +$24M | $24M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2019
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | BABAALIBABA GROUP HLDG LTDhistory → | SPONSORED ADS | 23.42% | $102M | 480.0K |
| 2 | WWAYFAIR INChistory → | CL A | 17.10% | $74M | 822.6K |
| 3 | UBERUBER TECHNOLOGIES INChistory → | COM | 12.59% | $55M | 1.84M |
| 4 | JECUSDJACOBS ENGR GROUP INChistory → | COM | 12.40% | $54M | 600.0K |
| 5 | UNHUNITEDHEALTH GROUP INChistory → | COM | 11.83% | $51M | 175.0K |
| 6 | ANGI1EURANGI HOMESERVICES INChistory → | COM CL A | 6.24% | $27M | 3.21M |
| 7 | YANDEX N V | SHS CLASS A | 5.80% | $25M | 580.0K |
| 8 | JDJD COM INChistory → | SPON ADR CL A | 5.59% | $24M | 690.0K |
| 9 | ETSYETSY INChistory → | COM | 5.03% | $22M | 493.6K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $136M | 4 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $234M | 5 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $186M | 4 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $221M | 4 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $167M | 4 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $211M | 4 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $279M | 5 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $310M | 5 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $283M | 4 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $226M | 3 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $282M | 6 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $334M | 7 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $347M | 9 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $323M | 9 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $347M | 10 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $275M | 7 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $510M | 9 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $735M | 11 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $725M | 10 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $648M | 10 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $596M | 9 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $437M | 11 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $474M | 13 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $404M | 12 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $333M | 11 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $435M | 9 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.