Filed: 4/22/2026ACC: 0002073679-26-000046
📋 What this filing means
LYNWOOD PRICE CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $186.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$186.14M
Total AUM (reported)
1.22M
Total Shares
Allocation by class
COM$145.78M78.3%
ADR$23.66M12.7%
COM CLA$16.70M9.0%
Portfolio Concentration
Top 3$62.13M33.4%
4–10$104.97M56.4%
11–25$19.04M10.2%
Top 3 weight
33.4%
Top 10 weight
89.8%
Voting Authority Distribution
Total shares with voting rights: 1.22M
Sole
Full voting authority
1.22M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares70K
TypeSH
Market value$23.66M
12.71%
Sole
70K
Shared
0.00
None
0.00
MCKESSON CORP
SOLEShares23.40K
TypeSH
Market value$20.25M
10.88%
Sole
23.40K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares87.50K
TypeSH
Market value$18.22M
9.79%
Sole
87.50K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares59.50K
TypeSH
Market value$17.90M
9.62%
Sole
59.50K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
SOLEShares15.20K
TypeSH
Market value$17.62M
9.46%
Sole
15.20K
Shared
0.00
None
0.00
KKR & CO INC
SOLEShares175K
TypeSH
Market value$16.19M
8.70%
Sole
175K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares42K
TypeSH
Market value$15.55M
8.35%
Sole
42K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares204.20K
TypeSH
Market value$14.69M
7.89%
Sole
204.20K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares105K
TypeSH
Market value$13.27M
7.13%
Sole
105K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares56K
TypeSH
Market value$9.77M
5.25%
Sole
56K
Shared
0.00
None
0.00
PERIMETER SOLUTIONS INC
SOLEShares350K
TypeSH
Market value$8.55M
4.59%
Sole
350K
Shared
0.00
None
0.00
VISA INC
SOLEShares17.50K
TypeSH
Market value$5.29M
2.84%
Sole
17.50K
Shared
0.00
None
0.00
MARRIOTT INTL INC NEW
SOLEShares10.50K
TypeSH
Market value$3.43M
1.84%
Sole
10.50K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares3.65K
TypeSH
Market value$1.77M
0.95%
Sole
3.65K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | ADR | 70K | SH | $23.66M 12.71% | 70K | 0.00 | 0.00 |
MCKESSON CORPSOLE | COM | 23.40K | SH | $20.25M 10.88% | 23.40K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 87.50K | SH | $18.22M 9.79% | 87.50K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 59.50K | SH | $17.90M 9.62% | 59.50K | 0.00 | 0.00 |
TRANSDIGM GROUP INCSOLE | COM | 15.20K | SH | $17.62M 9.46% | 15.20K | 0.00 | 0.00 |
KKR & CO INCSOLE | COM | 175K | SH | $16.19M 8.70% | 175K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 42K | SH | $15.55M 8.35% | 42K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 204.20K | SH | $14.69M 7.89% | 204.20K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | COM CLA | 105K | SH | $13.27M 7.13% | 105K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 56K | SH | $9.77M 5.25% | 56K | 0.00 | 0.00 |
PERIMETER SOLUTIONS INCSOLE | COM | 350K | SH | $8.55M 4.59% | 350K | 0.00 | 0.00 |
VISA INCSOLE | COM | 17.50K | SH | $5.29M 2.84% | 17.50K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWSOLE | COM CLA | 10.50K | SH | $3.43M 1.84% | 10.50K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | COM | 3.65K | SH | $1.77M 0.95% | 3.65K | 0.00 | 0.00 |