DOSSIER · 13F-HR · Q2 2026

LYNWOOD PRICE CAPITAL MANAGEMENT LP

$207M in tracked AUM across 13 positions as of Q2 2026.

LP
CIK 0002046605 · last filed Jun 30, 2026
Total AUM
$207M
as of Q2 2026
Holdings
13
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

LYNWOOD PRICE CAPITAL MANAGEMENT LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
TSM
TAIWAN SEMICONDUCTOR MFG LTD
$33M69K15.8%
02
APH
AMPHENOL CORP NEW
$25M143K12.2%
03
TDG
TRANSDIGM GROUP INC
$23M17K11.0%
04
MCK
MCKESSON CORP
$22M29K10.4%
05
AMZN
AMAZON COM INC
$19M79K9.1%
06
NVDA
NVIDIA CORPORATION
$17M86K8.3%
07
KKR
KKR & CO INC
$16M169K7.5%
08
PRM
PERIMETER SOLUTIONS INC
$15M428K7.4%
09
V
VISA INC
$10M30K5.0%
10
UBER
UBER TECHNOLOGIES INC
$10M137K4.8%

Filing history

2026Q2Jun 30
$207M 11.2%
13 positionsView →
2026Q1Mar 31
$186M 9.4%
14 positionsView →
2025Q4Dec 31
$206M 3.0%
12 positionsView →
2025Q3Sep 30
$200M 0.8%
14 positionsView →
2025Q2Jun 30
$201M 72.4%
15 positionsLocked
2025Q1Mar 31
$117M 19.6%
11 positionsLocked
2024Q4Dec 31
$145M
15 positionsLocked