Institutional Fund
Lynwood Price Capital Management LP
Austin, TXCIK 20466055 filings on record
Portfolio Value
$186.14M
Q1 2026
Holdings
14
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-9.4%
from $205.52M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Taiwan Semiconductor Mfg Ltd12.7%
- Mckesson Corp10.9%
- Amazon Com Inc9.8%
- Lpl Finl Hldgs Inc9.6%
- Transdigm Group Inc9.5%
- Kkr & Co Inc8.7%
- Other38.8%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 70.0K | $23.66M | 12.7% | 0 | Held |
| 2 | Mckesson Corp | 23.4K | $20.25M | 10.9% | −5.8K | Reduced |
| 3 | Amazon Com Inc | 87.5K | $18.22M | 9.8% | 0 | Held |
| 4 | Lpl Finl Hldgs Inc | 59.5K | $17.90M | 9.6% | −10.5K | Reduced |
| 5 | Transdigm Group Inc | 15.2K | $17.62M | 9.5% | −2.3K | Reduced |
| 6 | Kkr & Co Inc | 175.0K | $16.19M | 8.7% | +35.0K | Added |
| 7 | Microsoft Corp | 42.0K | $15.55M | 8.4% | −10.5K | Reduced |
| 8 | Uber Technologies Inc | 204.2K | $14.69M | 7.9% | −30.8K | Reduced |
| 9 | Amphenol Corp New | 105.0K | $13.27M | 7.1% | +42.0K | Added |
| 10 | Nvidia Corporation | 56.0K | $9.77M | 5.2% | 0 | Held |
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