Managers / Q2 2020 · view latest →
Wishbone Management, LP
CIK 0001777734 · 444 WEST LAKE STREET, 49TH FLOOR, CHICAGO, IL, 60606 · 312-265-5560
Summary
Wishbone Management, LP reported $404M in U.S.-listed holdings across 12 positions for Q2 2020.
The portfolio is heavily concentrated: BABA alone accounts for 21.1% of reported value.
Compared with Q1 2020, the fund opened 2 new positions and exited 1.
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, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. 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 · 66.9% · $270M
- ADR · 27.8% · $112M
- Other · 5.3% · $21M
Quarter-over-Quarter Changes full breakdown →
vs Q1 2020 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| GOOSCANADA GOOSE HLDGS INC | NEW | +1.50M | 1.50M | +$35M | $35M |
| UPWKUpwork Inc | NEW | +1.32M | 1.32M | +$19M | $19M |
| BILLBILL COM HLDGS INC | SOLD OUT | −100.0K | 0 | −$3M | $0 |
| WWAYFAIR INC | TRIMMED | −325.0K | 215.0K | +$14M | $42M |
| CARGCARGURUS INC | TRIMMED | −1.05M | 850.0K | −$14M | $22M |
| ANGI1EURANGI HOMESERVICES INC | TRIMMED | −1.15M | 1.35M | +$3M | $16M |
| UBERUBER TECHNOLOGIES INC | TRIMMED | −795.0K | 1.02M | −$19M | $32M |
| ANETEURARISTA NETWORKS INC | TRIMMED | −77.0K | 108.0K | −$15M | $23M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q2 2020
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | BABAAlibaba Group Sh ADRhistory → | SPONSORED ADS | 21.11% | $85M | 395.0K |
| 2 | UNHUnitedhealth Group Inchistory → | COM | 14.25% | $58M | 195.0K |
| 3 | WWAYFAIR INChistory → | CL A | 10.53% | $42M | 215.0K |
| 4 | GOOSCANADA GOOSE HLDGS INChistory → | SHS SUB VTG | 8.61% | $35M | 1.50M |
| 5 | UBERUBER TECHNOLOGIES INChistory → | COM | 7.89% | $32M | 1.02M |
| 6 | JDJD.COM INChistory → | SPON ADR CL A | 6.71% | $27M | 450.0K |
| 7 | JECUSDJACOBS ENGR GROUP INChistory → | COM | 5.88% | $24M | 280.0K |
| 8 | ANETEURARISTA NETWORKS INChistory → | COM | 5.62% | $23M | 108.0K |
| 9 | CARGCARGURUS INChistory → | COM CL A | 5.34% | $22M | 850.0K |
| 10 | Yandex NV Shs | SHS CLASS A | 5.27% | $21M | 425.0K |
| 11 | UPWKUpwork Inchistory → | COM | 4.72% | $19M | 1.32M |
| 12 | ANGI1EURANGI HOMESERVICES INChistory → | COM CL A | 4.06% | $16M | 1.35M |
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 ↗.