Institutions / Lynwood Price Capital Management LP

Lynwood Price Capital Management LP

CIK 2046605 · Institution · as of Jun 30, 2026
Portfolio value
$207.08M
Positions
13
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$207.08M+0.8%
$207.08M$206.30M$205.52MQ4 '25Q2 '26

Positions

13+8.3%
131312Q4 '25Q2 '26

Top holdings

Jun 30, 2026
CompanyClassValueShares% of portfolio
Taiwan Semiconductor Manufacturing Co LtdTSMADR$32.71M68,50015.8%
Amphenol Corp /De—$25.17M142,76012.2%
TransDigm Group Inc.—$22.81M17,12511.0%
McKesson Corp—$21.59M28,57010.4%
Amazon.com Inc—$18.93M79,4459.1%
NVIDIA Corp—$17.13M85,6258.3%
KKR & Co. Inc.—$15.52M169,1257.5%
Perimeter Solutions, Inc.—$15.26M428,1257.4%
Visa Inc—$10.43M30,4005.0%
Uber Technologies, Inc—$9.89M137,0004.8%
Royalty Pharma PLC—$8.02M143,0003.9%
Alphabet Inc.—$5.72M16,0002.8%
Marriott International Inc/MD—$3.89M10,5001.9%

Activity

Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
ExitMicrosoft Corp
Common stock
$-25.39M-53K
-100.00%
0
medium
Q2 2026
as of
ExitLPL Financial Holdings Inc.
Common stock
$-25.00M-70K
-100.00%
0
medium
Q2 2026
as of
AddAmphenol Corp /De
Common stock
$14.06M+80K
+126.60%
142,760
12.16% of portfolio
medium
Q2 2026
as of
NewG7709Q104
Common stock
$8.02M+143K
143,000
3.87% of portfolio
medium
Q2 2026
as of
TrimUber Technologies, Inc
Common stock
$-7.07M-98K
-41.70%
137,000
4.77% of portfolio
medium
Q2 2026
as of
AddVisa Inc
Common stock
$6.83M+20K
+189.52%
30,400
5.04% of portfolio
medium
Q2 2026
as of
AddPerimeter Solutions, Inc.
Common stock
$6.53M+183K
+74.74%
428,125
7.37% of portfolio
medium
Q2 2026
as of
AddNVIDIA Corp
Common stock
$5.93M+30K
+52.90%
85,625
8.27% of portfolio
medium
Q2 2026
as of
NewAlphabet Inc.
Common stock
$5.72M+16K
16,000
2.76% of portfolio
medium
Q2 2026
as of
NewMarriott International Inc/MD
Common stock
$3.89M+11K
10,500
1.88% of portfolio
low