LYNWOOD PRICE CAPITAL MANAGEMENT LP: 13F holdings
CIK 20466052026Q2
| Positions | 13 |
|---|
| Reported value | $207.1m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 13 (-1 vs prior quarter) |
|---|
| Reported value | $207.1m (+11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 68,500 | $32.7m | 15.8% |
| APH AMPHENOL CORP NEW | 142,760 | $25.2m | 12.2% |
| TDG TRANSDIGM GROUP INC | 17,125 | $22.8m | 11.0% |
| MCK MCKESSON CORP | 28,570 | $21.6m | 10.4% |
| AMZN AMAZON COM INC | 79,445 | $18.9m | 9.1% |
| NVDA NVIDIA CORPORATION | 85,625 | $17.1m | 8.3% |
| KKR KKR & CO INC | 169,125 | $15.5m | 7.5% |
| PRM PERIMETER SOLUTIONS INC | 428,125 | $15.3m | 7.4% |
| V VISA INC | 30,400 | $10.4m | 5.0% |
| UBER UBER TECHNOLOGIES INC | 137,000 | $9.9m | 4.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2046605")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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