Lynwood Price Capital Management LP
Lynwood Price Capital Management LP reported 13 holdings worth US$207M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Lynwood Price Capital Management LP reported 13 holdings worth US$207M as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Amphenol Corporation and Transdigm Group Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$207M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 68,500 | US$32.7M | 15.8% |
| Amphenol Corporation | 143K | US$25.2M | 12.2% |
| Transdigm Group Inc. | 17,125 | US$22.8M | 11.0% |
| Mckesson Corporation | 28,570 | US$21.6M | 10.4% |
| Amazon.com, Inc. | 79,445 | US$18.9M | 9.1% |
| Nvidia Corporation | 85,625 | US$17.1M | 8.3% |
| Kkr & Co. Inc. | 169K | US$15.5M | 7.5% |
| Perimeter Solutions, Sa | 428K | US$15.3M | 7.4% |
| Visa Inc. | 30,400 | US$10.4M | 5.0% |
| Uber Technologies, Inc. | 137K | US$9.89M | 4.8% |
| Alphabet Inc (google) Class C | 16,000 | US$5.72M | 2.8% |
| Marriott International | 10,500 | US$3.89M | 1.9% |
| Lpl Financial Holdings Inc. | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |