Asset Manager
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Wishbone Management, LP
Market Value
$232M
+70.9%
Holdings
6
-1
New Purchases
2
Added To
1
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $26M | 11.3% |
| Large Cap | 3 | $74M | 31.9% |
| Mid Cap | 2 | $132M | 56.8% |
Portfolio Analytics
Avg Market Cap
$469.5B
Median Market Cap
$26.4B
Avg P/E
33.0
Median P/E
18.0
Avg Dividend Yield
0.02%
Avg Beta
1.16
# Stocks
6
# ETFs / Funds
0
Top Holdings (6 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CPA | 31.72% | 472,500 | $74M | $155.57 | $20M | — | — | |
| 2 | AVT | 25.11% | 655,000 | $58M | $88.82 | $18M | — | — | |
| 3 | ROP | 19.72% | 135,000 | $46M | $338.39 | $14M | +45,000 | +50.0% | |
| 4 | CDW | 12.14% | 200,000 | $28M | $140.64 | — | +200,000 | — | NEW |
| 5 | AMZN | 11.31% | 110,000 | $26M | $238.34 | — | +110,000 | — | NEW |
| 6 | MCHP | —% | — | — | — | -$10M | -150,000 | -100.0% | SOLD |
Sold Out Positions
| Symbol | Value | % Port |
|---|---|---|
| MCHP | — | —% |