Wishbone Management, LP Diversified Active

Location: Chicago, IL

CIK: 0001777734 · Show all filings

Period: Q4 2019 (Next →)

Filing Date: Feb 14, 2020

Total Value: $435M (100.0% shares, 0.0% debt)

Holdings (9)

BABA ALIBABA GROUP HLDG LTD 23.4%

Value $102M Shares 480,000 Est. Cost $212.10 Unrealized —

W WAYFAIR INC 17.1%

Value $74.34M Shares 822,638 Est. Cost $93.29 Unrealized 0.0%

UBER UBER TECHNOLOGIES INC 12.6%

Value $54.72M Shares 1,840,000 Est. Cost $29.67 Unrealized 0.0%

— JACOBS ENGR GROUP INC 12.4%

Value $53.9M Shares 600,000 Est. Cost $89.83 Unrealized —

UNH UNITEDHEALTH GROUP INC 11.8%

Value $51.45M Shares 175,000 Est. Cost $236.60 Unrealized 0.0%

— ANGI HOMESERVICES INC 6.2%

Value $27.15M Shares 3,205,356 Est. Cost $8.47 Unrealized —

NBIS YANDEX N V 5.8%

Value $25.22M Shares 580,000 Est. Cost $43.49 Unrealized —

JD JD COM INC 5.6%

Value $24.31M Shares 690,000 Est. Cost $35.23 Unrealized —

ETSY ETSY INC 5.0%

Value $21.87M Shares 493,586 Est. Cost $47.64 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BABA	ALIBABA GROUP HLDG LTD	480,000	$102M	23.4%	$212.10	—	SPONSORED ADS	01609W102
W	WAYFAIR INC	822,638	$74.34M	17.1%	$93.29	0.0%	CL A	94419L101
UBER	UBER TECHNOLOGIES INC	1,840,000	$54.72M	12.6%	$29.67	0.0%	COM	90353T100
—	JACOBS ENGR GROUP INC	600,000	$53.9M	12.4%	$89.83	—	COM	469814107
UNH	UNITEDHEALTH GROUP INC	175,000	$51.45M	11.8%	$236.60	0.0%	COM	91324P102
—	ANGI HOMESERVICES INC	3,205,356	$27.15M	6.2%	$8.47	—	COM CL A	00183L102
NBIS	YANDEX N V	580,000	$25.22M	5.8%	$43.49	—	SHS CLASS A	N97284108
JD	JD COM INC	690,000	$24.31M	5.6%	$35.23	—	SPON ADR CL A	47215P106
ETSY	ETSY INC	493,586	$21.87M	5.0%	$47.64	0.0%	COM	29786A106