Lynrock Lake LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Lynrock Lake LP disclosed 26 US equity positions worth $1.0bn in its Q1 2025 13F filing. The largest position was TDC at 20.4% of the reported book, followed by BIGCOMMERCE HLDGS INC and WT. Against the Q4 2024 filing, it opened 2 new positions, added to 9 and reduced 5 among the top 26 holdings.
What did Lynrock Lake LP own in Q1 2025? Top 26 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | TDC TERADATA CORP DEL | Technology | 20.4% | $211.7m | 9,416,666 | 38% | added |
| 2 | BIGCOMMERCE HLDGS INC | 14.1% | $146.4m | 150,000,000 | 0% | held | |
| 3 | WT WISDOMTREE INC | 11.7% | $122.2m | 118,695,000 | 0% | held | |
| 4 | VMEO* VIMEO INC | 7.7% | $80.0m | 15,217,094 | 9% | added | |
| 5 | YEXT YEXT INC | Technology | 6.9% | $72.0m | 11,680,363 | 9% | added |
| 6 | 8X8 INC NEW | 5.8% | $60.8m | 72,087,000 | 8% | added | |
| 7 | ALLT ALLOT LTD | Technology | 4.8% | $50.1m | 8,768,666 | 0% | held |
| 8 | ONTF ON24 INC | 3.8% | $39.8m | 7,659,474 | 4% | added | |
| 9 | GOPRO INC | 3.7% | $38.4m | 42,888,000 | 0% | held | |
| 10 | SNAP SNAP INC | 3.6% | $38.0m | 42,470,000 | -64% | reduced | |
| 11 | CMRC BIGCOMMERCE HLDGS INC | Technology | 3.4% | $35.0m | 6,075,807 | 17% | added |
| 12 | PROS HOLDINGS INC | 3.3% | $34.5m | 36,500,000 | 97% | added | |
| 13 | RDCM RADCOM LTD | Communication Services | 2.5% | $25.9m | 2,266,666 | 0% | held |
| 14 | AIOT POWERFLEET INC | Technology | 1.9% | $19.4m | 3,535,208 | -7% | reduced |
| 15 | TTGT TECHTARGET INC | Technology | 1.5% | $15.8m | 1,066,666 | 51% | added |
| 16 | WISDOMTREE INC | 1.0% | $10.5m | 9,000,000 | 0% | held | |
| 17 | FIVE9 INC | 0.8% | $8.1m | 9,500,000 | – | new | |
| 18 | MRAM EVERSPIN TECHNOLOGIES INC | Technology | 0.8% | $8.1m | 1,586,370 | 132% | added |
| 19 | SEQUANS COMMUNICATIONS S A | 0.7% | $7.3m | 3,471,164 | 0% | held | |
| 20 | OSS ONE STOP SYS INC | 0.5% | $4.8m | 2,066,666 | 0% | held | |
| 21 | MITK MITEK SYS INC | Technology | 0.5% | $4.7m | 568,877 | -27% | reduced |
| 22 | OSPN ONESPAN INC | Technology | 0.2% | $2.5m | 167,053 | -54% | reduced |
| 23 | BIGCOMMERCE HLDGS INC | 0.2% | $2.0m | 2,177,000 | -62% | reduced | |
| 24 | SVCO SILVACO GROUP INC | 0.1% | $927.9k | 203,481 | 0% | held | |
| 25 | GPRO GOPRO INC | Technology | 0.1% | $895.3k | 1,350,607 | – | new |
| 26 | LTRX LANTRONIX INC | Technology | 0.0% | $166.0k | 66,666 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.