LYNWOOD PRICE CAPITAL MANAGEMENT LP

CIK 0002046605 · AUSTIN, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

LYNWOOD PRICE CAPITAL MANAGEMENT LP reported 13 positions worth $207.1M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: TSM (15.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$207.1M
2026 Q2
Positions
13
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
91.5%
Est. Net Flow (Q)
2026 Q2
10 / 13 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TSMTAIWAN SEMICONDUCTOR MFG LTDSH$32.7M15.80%68,500
2APHAMPHENOL CORP NEWSH$25.2M12.16%142,760
3TDGTRANSDIGM GROUP INCSH$22.8M11.02%17,125
4MCKMCKESSON CORPSH$21.6M10.42%28,570
5AMZNAMAZON COM INCSH$18.9M9.14%79,445
6NVDANVIDIA CORPORATIONSH$17.1M8.27%85,625
7KKRKKR & CO INCSH$15.5M7.50%169,125
8PRMPERIMETER SOLUTIONS INCSH$15.3M7.37%428,125
9VVISA INCSH$10.4M5.04%30,400
10UBERUBER TECHNOLOGIES INCSH$9.9M4.77%137,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LYNWOOD PRICE CAPITAL MANAGEMENT LP hold as of Q2 2026?

LYNWOOD PRICE CAPITAL MANAGEMENT LP reported 13 positions worth $207.1M in its Q2 2026 13F filing. Largest positions: TSM (15.8%), APH (12.2%), TDG (11.0%), MCK (10.4%) and AMZN (9.1%).

What did LYNWOOD PRICE CAPITAL MANAGEMENT LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LYNWOOD PRICE CAPITAL MANAGEMENT LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.