§ 13F · FUND PROFILE
LYNWOOD PRICE CAPITAL MANAGEMENT LP.
AUM · $207M (13F)Positions · 13Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 69K | $33M | 15.8% | −2% |
| 2 | APH | AMPHENOL CORP NEW | 143K | $25M | 12.2% | +36% |
| 3 | TDG | TRANSDIGM GROUP INC | 17K | $23M | 11.0% | +13% |
| 4 | MCK | MCKESSON CORP | 29K | $22M | 10.4% | +22% |
| 5 | AMZN | AMAZON COM INC | 79K | $19M | 9.1% | −9% |
| 6 | NVDA | NVIDIA CORPORATION | 86K | $17M | 8.3% | +53% |
| 7 | KKR | KKR & CO INC | 169K | $16M | 7.5% | −3% |
| 8 | PRM | PERIMETER SOLUTIONS INC | 428K | $15M | 7.4% | +22% |
| 9 | V | VISA INC | 30K | $10M | 5.0% | +74% |
| 10 | UBER | UBER TECHNOLOGIES INC | 137K | $10M | 4.8% | −33% |
§ 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 $207 million in assets. The fund runs a focused portfolio of just 13 positions.
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