Lynwood Price Capital Management LP
Net seller this quarter
$207M
13
-$2.12M
91.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $32.7M | 15.80% | 0.00% | -2.1% | Q2 2025 |
 APH | $25.2M | 12.16% | 0.01% | +36.0% | Q4 2025 |
 TDG | $22.8M | 11.02% | 0.03% | +12.7% | Q4 2024 |
 MCK | $21.6M | 10.42% | 0.02% | +22.1% | Q4 2024 |
 AMZN | $18.9M | 9.14% | 0.00% | -9.2% | Q4 2024 |
 NVDA | $17.1M | 8.27% | 0.00% | +52.9% | Q4 2025 |
 KKR | $15.5M | 7.50% | 0.02% | -3.4% | Q4 2024 |
 PRM | $15.3M | 7.37% | 0.26% | +22.3% | Q4 2025 |
 V | $10.4M | 5.04% | 0.00% | +73.7% | Q4 2024 |
 UBER | $9.89M | 4.77% | 0.01% | -32.9% | Q4 2024 |
 RPRX | $8.02M | 3.87% | 0.04% | New | Q2 2026 |
 GOOGL | $5.72M | 2.76% | 0.00% | New | Q2 2026 |
 MAR | $3.89M | 1.88% | 0.00% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| TSM | $23.7M | 12.71% | 0.00% | Not reported | Q2 2025 |
| MCK | $20.2M | 10.88% | 0.02% | -19.9% | Q4 2024 |
| AMZN | $18.2M | 9.79% | 0.00% | Not reported | Q4 2024 |
 LPLA | $17.9M | 9.62% | 0.07% | -15.0% | Q4 2024 |
| TDG | $17.6M | 9.46% | 0.03% | -13.1% | Q4 2024 |
| KKR | $16.2M | 8.70% | 0.02% | +25.0% | Q4 2024 |
 MSFT | $15.5M | 8.35% | 0.00% | -20.0% | Q4 2024 |
| UBER | $14.7M | 7.89% | 0.01% | -13.1% | Q4 2024 |
| APH | $13.3M | 7.13% | 0.01% | +66.7% | Q4 2025 |
| NVDA | $9.77M | 5.25% | 0.00% | Not reported | Q4 2025 |
| PRM | $8.55M | 4.59% | 0.21% | +42.9% | Q4 2025 |
| V | $5.29M | 2.84% | 0.00% | +66.7% | Q4 2024 |
| MAR | $3.43M | 1.84% | 0.00% | New | Q1 2026 |
 SPOT | $1.77M | 0.95% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| MSFT | $25.4M | 12.35% | 0.00% | Not reported | Q4 2024 |
| LPLA | $25M | 12.17% | 0.09% | +18.6% | Q4 2024 |
| MCK | $24M | 11.65% | 0.02% | Not reported | Q4 2024 |
| TDG | $23.3M | 11.32% | 0.03% | Not reported | Q4 2024 |
| TSM | $21.3M | 10.35% | 0.00% | +19.7% | Q2 2025 |
| AMZN | $20.2M | 9.83% | 0.00% | -3.9% | Q4 2024 |
| UBER | $19.2M | 9.34% | 0.01% | +45.1% | Q4 2024 |
| KKR | $17.8M | 8.68% | 0.02% | -6.0% | Q4 2024 |
| NVDA | $10.4M | 5.08% | 0.00% | New | Q4 2025 |
| APH | $8.51M | 4.14% | 0.01% | New | Q4 2025 |
| PRM | $6.74M | 3.28% | 0.16% | New | Q4 2025 |
| V | $3.68M | 1.79% | 0.00% | -25.0% | Q4 2024 |
| Q3 2025 | |||||
| MSFT | $27.2M | 13.62% | 0.00% | Not reported | Q4 2024 |
| TDG | $23.1M | 11.56% | 0.03% | +25.0% | Q4 2024 |
| MCK | $22.6M | 11.30% | 0.02% | +13.2% | Q4 2024 |
| AMZN | $20M | 10.01% | 0.00% | -12.5% | Q4 2024 |
| LPLA | $19.6M | 9.83% | 0.07% | +9.3% | Q4 2024 |
| KKR | $19.4M | 9.70% | 0.02% | -9.2% | Q4 2024 |
| TSM | $16.3M | 8.19% | 0.00% | +254.6% | Q2 2025 |
| UBER | $15.9M | 7.95% | 0.01% | +38.5% | Q4 2024 |
 SPGI | $11.1M | 5.56% | 0.01% | -3.0% | Q4 2024 |
 BRO | $8.25M | 4.13% | 0.03% | +168.3% | Q2 2025 |
 IQV | $5.32M | 2.66% | 0.02% | -47.3% | Q4 2024 |
 NDAQ | $5.31M | 2.66% | 0.01% | -33.1% | Q2 2025 |
| V | $4.78M | 2.39% | 0.00% | -40.4% | Q4 2024 |
 FICO | $861K | 0.43% | 0.00% | New | Q3 2025 |