Asset Manager
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Wishbone Management, LP
Market Value
$186M
-15.8%
Holdings
5
New Purchases
1
Added To
0
Closed
1
Reduced
1
Top 10 Concentration
100.0%
Turnover
40.0%
Top Buys (by % of Portfolio)
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| MSFT | 0.00% | 22.51% | -22.51% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $0 | 0.0% |
| Mid Cap | 3 | $139M | 74.6% |
| Small Cap | 1 | $47M | 25.4% |
Portfolio Analytics
Avg Market Cap
$625.7B
Median Market Cap
$5.6B
Avg P/E
20.0
Median P/E
19.6
Avg Dividend Yield
0.01%
Avg Beta
1.30
# Stocks
5
# ETFs / Funds
0
Top Holdings (5 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AVT | 36.26% | 1,290,000 | $67M | $52.28 | -$1M | — | — | |
| 2 | CPA | 30.18% | 472,500 | $56M | $118.82 | $4M | — | — | |
| 3 | LSPD | 25.45% | 4,098,304 | $47M | $11.55 | -$3M | -238,422 | -5.5% | |
| 4 | EPAM | 8.11% | 100,000 | $15M | $150.79 | — | +100,000 | — | NEW |
| 5 | MSFT | —% | — | — | — | -$50M | -100,000 | -100.0% | SOLD |