LYNWOOD PRICE CAPITAL MANAGEMENT LP
13 holdingsFiling period: 2026-06-30Current AUM: $201.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 68.5K | $32.7M | $28.3M | 14.07% | -1,500 | 2026-06-30 |
| 2 | APH | AMPHENOL CORP NEW | 142.8K | $25.2M | $22.2M | 11.01% | +37.8K | 2026-06-30 |
| 3 | TDG | TRANSDIGM GROUP INC | 17.1K | $22.8M | $18.6M | 9.23% | +1.9K | 2026-06-30 |
| 4 | MCK | MCKESSON CORP | 28.6K | $21.6M | $25.7M | 12.76% | +5.2K | 2026-06-30 |
| 5 | AMZN | AMAZON COM INC | 79.4K | $18.9M | $19.7M | 9.80% | -8,055 | 2026-06-30 |
| 6 | NVDA | NVIDIA CORPORATION | 85.6K | $17.1M | $18.2M | 9.02% | +29.6K | 2026-06-30 |
| 7 | KKR | KKR & CO INC | 169.1K | $15.5M | $16.9M | 8.40% | -5,875 | 2026-06-30 |
| 8 | PRM | PERIMETER SOLUTIONS INC | 428.1K | $15.3M | $13.5M | 6.71% | +78.1K | 2026-06-30 |
| 9 | V | VISA INC | 30.4K | $10.4M | $11.4M | 5.67% | +12.9K | 2026-06-30 |
| 10 | UBER | UBER TECHNOLOGIES INC | 137.0K | $9.9M | $9.8M | 4.86% | -67,200 | 2026-06-30 |
| 11 | — | ROYALTY PHARMA PLC | 143.0K | $8.0M | $8.0M | 3.98% | -- | 2026-06-30 |
| 12 | GOOGL | ALPHABET INC | 16.0K | $5.7M | $5.5M | 2.74% | -- | 2026-06-30 |
| 13 | MAR | MARRIOTT INTL INC NEW | 10.5K | $3.9M | $3.5M | 1.76% | -- | 2026-06-30 |
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