§ 13F · FUND PROFILE
LYNWOOD PRICE CAPITAL MANAGEMENT LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $200M (13F)Positions · 14Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 70K | $24M | 12.7% | ±0% |
| 2 | MCK | MCKESSON CORP | 23K | $20M | 10.9% | −20% |
| 3 | AMZN | AMAZON COM INC | 88K | $18M | 9.8% | ±0% |
| 4 | LPLA | LPL FINL HLDGS INC | 60K | $18M | 9.6% | −15% |
| 5 | TDG | TRANSDIGM GROUP INC | 15K | $18M | 9.5% | −13% |
| 6 | KKR | KKR & CO INC | 175K | $16M | 8.7% | +25% |
| 7 | MSFT | MICROSOFT CORP | 42K | $16M | 8.4% | −20% |
| 8 | UBER | UBER TECHNOLOGIES INC | 204K | $15M | 7.9% | −13% |
| 9 | APH | AMPHENOL CORP NEW | 105K | $13M | 7.1% | +67% |
| 10 | NVDA | NVIDIA CORPORATION | 56K | $10M | 5.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LYNWOOD SIGNAL
AC read
LYNWOOD PRICE CAPITAL MANAGEMENT LP is a Other fund managing $200 million in assets. The fund runs a focused portfolio of just 14 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed