13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001777734
Total reported value
$231.7M
$231.7M
4 檔
95.4%
During the Q2 2025 filing period, Wishbone Management, LP (CIK: 0001777734) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $231.7M across 4 reported positions.
In Q2 2025, Wishbone Management, LP displayed an active expansion posture, initiating 1 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVT | Avnet Inc | Stock-Tech | 30.99% | -4.66% | — | |
| 2 | CPA | Copa Holdings, S.A. | Stock-Other | 23.52% | -7.87% | — | |
| 3 | LSPD | Lightspeed Commerce Inc | Stock-Other | 22.98% | — | +18.01% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 22.51% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +22.5% | NEW | New buy |
| 2 | LSPD | Lightspeed Commerce Inc | +3.7% | +18.01% | Add |
| 3 | CPA | Copa Holdings, S.A. | -2.7% | — | Unchanged |
| 4 | AVT | Avnet Inc | -6.2% | — | Unchanged |
| 5 | FERG | Ferguson Enterprises Inc | -17.3% | EXIT | Sold out |
According to official SEC Form 13F filings, Wishbone Management, LP reported a total U.S. public equity portfolio value of $231.7M across 4 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVT, CPA, LSPD) accounted for 95.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
MSFT
市值: $49.7M
Top Position Liquidated / Trimmed
FERG
前期市值: $28.8M
During Q2 2025, Wishbone Management, LP's top holdings by market value included AVT (31.0%)、CPA (23.5%)、LSPD (23.0%). The largest single position, AVT, represented 31.0% of total portfolio value.
In Q2 2025, Wishbone Management, LP made 3 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.