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Filers›Holding Co.›Lynrock Lake LP
DOSSIER · 13F-HR · Q1 2026

Lynrock Lake LP

Lynrock Lake's holding co. based in Boston, MA — $1.5B in tracked AUM across 27 positions as of Q1 2026.

LL
Lynrock Lake·Boston, MA·Holding Co.
CIK 0001734341 · last filed Mar 31, 2026
Total AUM
$1.5B
▼ 15.0%
vs prior
Holdings
27
—
positions
Whale Score
77
77
strong
Activity
—
no data
changes this Q
Top sector
Financials
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Lynrock Lake LP manages a concentrated portfolio valued at approximately $1.23 billion as of the report date September 30, 2025. The firm’s strategy is characterized by high conviction in a limited number of assets, holding only 26 positions. This structure suggests a focus on high-alpha potential rather than broad market diversification. The portfolio saw positive performance during the quarter, growing by 8.7% from $1.13 billion to $1.23 billion. The turnover rate is no...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
TDC
TERADATA CORP DEL
$240M9.4M16.4%
02
PD 1.5 10/15/28 *
PAGERDUTY INC
$201M221.7M13.7%
03
FIVN 1 03/15/29
FIVE9 INC
$162M186.2M11.1%
04
CMRC 7.5 10/01/28
COMMERCE.COM INC
$145M150.0M9.9%
05
EGHT 4 02/01/28
8X8 INC NEW
$134M143.2M9.1%
06
RPD 0.25 03/15/27
RAPID7 INC
$121M128.5M8.3%
07
RPD 1.25 03/15/29
RAPID7 INC
$111M131.8M7.6%
08
YEXT
YEXT INC
$70M18.2M4.8%
09
ONTF
ON24 INC
$67M8.3M4.6%
10
M0854Q105
ALLOT LTD
$67M10.0M4.6%

Filing history

Filing history loading…
AI Agent · grounded in Lynrock
haiku-4-5 · 27 positions indexed
Sector mix
  • Financials7%
  • Health Care8%
  • Cons. Disc.16%
  • Communications4%
  • Energy35%
  • Other30%
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