13F HOLDINGS REPORT
Wishbone Management, LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000919574-23-004560
Total Value
$334.0M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CAPITAL ONE FINL CORP | 14040H105 | 720,000 | $78.7M | 23.58% |
| 2 | FERGUSON PLC NEW | G3421J106 | 475,000 | $74.7M | 22.38% |
| 3 | ICICI BANK LIMITED | IBN | 2,750,000 | $63.5M | 19.01% |
| 4 | ELEVANCE HEALTH INC | ELV | 135,000 | $60.0M | 17.96% |
| 5 | ARCO PLATFORM LTD | G04553106 | 2,895,932 | $35.2M | 10.53% |
| 6 | NCINO INC | NCNO | 377,761 | $11.4M | 3.41% |
| 7 | COMPASS INC | COMP | 3,000,000 | $10.5M | 3.14% |