Holdings
Lyrical Asset Management LP
As of Jun 30, 2026, Lyrical Asset Management LP reported 33 positions worth US$5.92B. Largest: Nrg Energy, Inc., F5, Inc. and Netapp, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nrg Energy, Inc. | 2.69M | US$393M | −94,645 | Jun 30, 2026 |
| F5, Inc. | 922K | US$383M | −25,513 | Jun 30, 2026 |
| Netapp, Inc. | 2.47M | US$382M | −61,525 | Jun 30, 2026 |
| Ebay Inc. | 3.4M | US$380M | −91,642 | Jun 30, 2026 |
| Expedia Group, Inc. | 1.43M | US$367M | −55,355 | Jun 30, 2026 |
| Td Synnex Corporation | 1.16M | US$309M | −19,412 | Jun 30, 2026 |
| Ameriprise Financial, Inc. | 651K | US$299M | −17,468 | Jun 30, 2026 |
| Arrow Electronics, Inc. | 1.24M | US$264M | −31,866 | Jun 30, 2026 |
| Hca Healthcare, Inc. | 654K | US$255M | −14,574 | Jun 30, 2026 |
| Iqvia Holdings, Inc. | 1.26M | US$243M | new | Jun 30, 2026 |