LYNWOOD PRICE CAPITAL MANAGEMENT LP
14 holdingsFiling period: 2026-03-31Current AUM: $214.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 70.0K | $23.7M | $28.3M | 13.18% | -- | 2026-03-31 |
| 2 | MCK | MCKESSON CORP | 23.4K | $20.2M | $20.0M | 9.33% | -5,800 | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 87.5K | $18.2M | $23.8M | 11.06% | -- | 2026-03-31 |
| 4 | LPLA | LPL FINL HLDGS INC | 59.5K | $17.9M | $21.0M | 9.80% | -10,500 | 2026-03-31 |
| 5 | TDG | TRANSDIGM GROUP INC | 15.2K | $17.6M | $19.1M | 8.88% | -2,300 | 2026-03-31 |
| 6 | KKR | KKR & CO INC | 175.0K | $16.2M | $17.7M | 8.26% | +35.0K | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 42.0K | $15.5M | $19.5M | 9.09% | -10,500 | 2026-03-31 |
| 8 | UBER | UBER TECHNOLOGIES INC | 204.2K | $14.7M | $14.4M | 6.69% | -30,800 | 2026-03-31 |
| 9 | APH | AMPHENOL CORP NEW | 105.0K | $13.3M | $16.9M | 7.86% | +42.0K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 56.0K | $9.8M | $11.2M | 5.23% | -- | 2026-03-31 |
| 11 | PRM | PERIMETER SOLUTIONS INC | 350.0K | $8.5M | $10.7M | 4.99% | +105.0K | 2026-03-31 |
| 12 | V | VISA INC | 17.5K | $5.3M | $6.4M | 2.98% | +7.0K | 2026-03-31 |
| 13 | MAR | MARRIOTT INTL INC NEW | 10.5K | $3.4M | $3.9M | 1.82% | -- | 2026-03-31 |
| 14 | — | SPOTIFY TECHNOLOGY S A | 3.6K | $1.8M | $1.8M | 0.82% | -- | 2026-03-31 |
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