13F HOLDINGS REPORT
Wishbone Management, LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000919574-23-003125
Total Value
$346.7M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CAPITAL ONE FINL CORP | 14040H105 | 730,000 | $70.2M | 20.25% |
| 2 | FERGUSON PLC NEW | G3421J106 | 475,000 | $63.5M | 18.33% |
| 3 | ICICI BANK LIMITED | IBN | 2,750,000 | $59.3M | 17.12% |
| 4 | ELEVANCE HEALTH INC | ELV | 105,000 | $48.3M | 13.93% |
| 5 | ALTERYX INC | 02156B103 | 750,000 | $44.1M | 12.73% |
| 6 | ARCO PLATFORM LTD | G04553106 | 2,895,932 | $31.7M | 9.16% |
| 7 | CORE & MAIN INC | CNM | 450,000 | $10.4M | 3.00% |
| 8 | COMPASS INC | COMP | 3,000,000 | $9.7M | 2.80% |
| 9 | NCINO INC | NCNO | 377,761 | $9.4M | 2.70% |