Holdings
Lynwood Price Capital Management LP
As of Jun 30, 2026, Lynwood Price Capital Management LP reported 12 positions worth US$199M. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Amphenol Corporation and Transdigm Group Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 68,500 | US$32.7M | −1,500 | Jun 30, 2026 |
| Amphenol Corporation | 143K | US$25.2M | +37,760 | Jun 30, 2026 |
| Transdigm Group Inc. | 17,125 | US$22.8M | +1,925 | Jun 30, 2026 |
| Mckesson Corporation | 28,570 | US$21.6M | +5,170 | Jun 30, 2026 |
| Amazon.com, Inc. | 79,445 | US$18.9M | −8,055 | Jun 30, 2026 |
| Nvidia Corporation | 85,625 | US$17.1M | +29,625 | Jun 30, 2026 |
| Kkr & Co. Inc. | 169K | US$15.5M | −5,875 | Jun 30, 2026 |
| Perimeter Solutions, Sa | 428K | US$15.3M | +78,125 | Jun 30, 2026 |
| Visa Inc. | 30,400 | US$10.4M | +12,900 | Jun 30, 2026 |
| Uber Technologies, Inc. | 137K | US$9.89M | −67,200 | Jun 30, 2026 |