Wishbone Management, LP Diversified Active

CIK: 0001777734 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 13, 2026

Total Value ($000): $234,173 (100.0% shares, 0.0% debt)

Holdings (5)

New Positions (1)

ACN ACCENTURE PLC IRELAND 15.5%

Value ($000) $36,221 Shares 135,000 Est. Cost $254.06 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ACN	ACCENTURE PLC IRELAND	135,000	$36,221	15.5%	$254.06	0.0%	SHS CLASS A	G1151C101

Increased Positions (1)

EPAM EPAM SYS INC 26.2%

Value ($000) $61,464 (+307.6%) Shares 300,000 (+200.0%) Est. Cost $173.58 Unrealized +2.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
EPAM	EPAM SYS INC	300,000 (+200.0%)	$61,464 (+307.6%)	26.2%	$173.58	+2.7%	COM	29414B104

Decreased Positions (2)

AVT AVNET INC 19.5%

Value ($000) $45,676 (-32.3%) Shares 950,000 (-26.4%) Est. Cost $44.55 Unrealized +9.8%

LSPD LIGHTSPEED COMMERCE INC 14.4%

Value ($000) $33,824 (-28.5%) Shares 2,800,000 (-31.7%) Est. Cost $9.20 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
AVT	AVNET INC	950,000 (-26.4%)	$45,676 (-32.3%)	19.5%	$44.55	+9.8%	COM	053807103
LSPD	LIGHTSPEED COMMERCE INC	2,800,000 (-31.7%)	$33,824 (-28.5%)	14.4%	$9.20	—	SUB VTG SHS	53229C107

Unchanged Positions (1)

CPA COPA HOLDINGS SA 24.3%

Value ($000) $56,988 Shares 472,500 Est. Cost $83.34 Unrealized +45.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CPA	COPA HOLDINGS SA	472,500	$56,988	24.3%	$83.34	+45.5%	CL A	P31076105