Asset Manager
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Wishbone Management, LP
Market Value
$136M
-42.1%
Holdings
7
+2
New Purchases
2
Added To
0
Closed
3
Reduced
1
Top 10 Concentration
100.0%
Turnover
71.4%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Large Cap | 3 | $42M | 30.6% |
| Mid Cap | 3 | $94M | 69.4% |
| Small Cap | 1 | $0 | 0.0% |
Portfolio Analytics
Avg Market Cap
$31.8B
Median Market Cap
$8.8B
Avg P/E
31.9
Median P/E
14.7
Avg Dividend Yield
0.02%
Avg Beta
1.26
# Stocks
7
# ETFs / Funds
0
Top Holdings (7 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | CPA | 39.59% | 472,500 | $54M | $113.61 | -$3M | — | — | |
| 2 | AVT | 29.77% | 655,000 | $40M | $61.62 | -$5M | -295,000 | -31.1% | |
| 3 | ROP | 23.49% | 90,000 | $32M | $353.86 | — | +90,000 | — | NEW |
| 4 | MCHP | 7.15% | 150,000 | $10M | $64.61 | — | +150,000 | — | NEW |
| 5 | ACN | —% | — | — | — | -$36M | -135,000 | -100.0% | SOLD |
| 6 | LSPD | —% | — | — | — | -$34M | -2,800,000 | -100.0% | SOLD |
| 7 | EPAM | —% | — | — | — | -$61M | -300,000 | -100.0% | SOLD |