13F HOLDINGS REPORT
Wishbone Management, LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000919574-23-006193
Total Value
$281.6M
Positions
6
Other Managers
0
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELEVANCE HEALTH INC | ELV | 190,000 | $82.7M | 29.38% |
| 2 | FERGUSON PLC NEW | G3421J106 | 475,000 | $78.1M | 27.74% |
| 3 | ICICI BANK LIMITED | IBN | 2,600,000 | $60.1M | 21.35% |
| 4 | ARCO PLATFORM LTD | G04553106 | 2,895,932 | $39.9M | 14.17% |
| 5 | NCINO INC | NCNO | 377,761 | $12.0M | 4.27% |
| 6 | COMPASS INC | COMP | 3,000,000 | $8.7M | 3.09% |