Lynrock Lake LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Lynrock Lake LP disclosed 30 US equity positions worth $1.1bn in its Q2 2025 13F filing. The largest position was TDC at 18.5% of the reported book, followed by BIGCOMMERCE HLDGS INC and YEXT. Against the Q1 2025 filing, it opened 6 new positions, added to 11 and reduced 4 among the top 30 holdings.
What did Lynrock Lake LP own in Q2 2025? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TDC TERADATA CORP DEL | Technology | 18.5% | $210.1m | 9,416,666 | 0% | held |
| 2 | BIGCOMMERCE HLDGS INC | 12.7% | $143.6m | 150,000,000 | 0% | held | |
| 3 | YEXT YEXT INC | Technology | 9.0% | $102.1m | 12,010,893 | 3% | added |
| 4 | WT WISDOMTREE INC | 8.8% | $99.8m | 89,095,000 | -25% | reduced | |
| 5 | ALLT ALLOT LTD | Technology | 7.6% | $85.7m | 10,018,661 | 14% | added |
| 6 | 8X8 INC NEW | 6.3% | $70.9m | 83,820,000 | 16% | added | |
| 7 | VMEO* VIMEO INC | 5.5% | $62.5m | 15,482,666 | 2% | added | |
| 8 | ONTF ON24 INC | 4.0% | $45.0m | 8,293,974 | 8% | added | |
| 9 | PROS HOLDINGS INC | 4.0% | $44.9m | 41,502,000 | – | new | |
| 10 | CMRC BIGCOMMERCE HLDGS INC | Technology | 3.5% | $39.9m | 7,977,487 | 31% | added |
| 11 | GPRO GOPRO INC | Technology | 3.5% | $39.4m | 42,888,000 | 3075% | added |
| 12 | RDCM RADCOM LTD | Communication Services | 2.7% | $30.8m | 2,266,666 | 0% | held |
| 13 | SNAP SNAP INC | 2.4% | $27.7m | 30,470,000 | -28% | reduced | |
| 14 | PD PAGERDUTY INC | 1.8% | $20.2m | 21,090,000 | – | new | |
| 15 | TTGT TECHTARGET INC | Technology | 1.7% | $18.8m | 2,414,964 | 126% | added |
| 16 | AIOT POWERFLEET INC | Technology | 1.3% | $15.2m | 3,535,208 | 0% | held |
| 17 | WISDOMTREE INC | 1.1% | $12.3m | 9,000,000 | 0% | held | |
| 18 | MRAM EVERSPIN TECHNOLOGIES INC | Technology | 1.0% | $11.7m | 1,861,248 | 17% | added |
| 19 | VERINT SYSTEMS INC | 1.0% | $11.5m | 12,000,000 | – | new | |
| 20 | PROS HOLDINGS INC | 0.7% | $7.7m | 8,145,000 | -78% | reduced | |
| 21 | OSS ONE STOP SYS INC | 0.6% | $7.3m | 2,049,374 | -1% | reduced | |
| 22 | RAPID7 INC | 0.6% | $6.7m | 7,500,000 | – | new | |
| 23 | SEQUANS COMMUNICATIONS S A | 0.5% | $6.0m | 4,074,164 | 17% | added | |
| 24 | MITK MITEK SYS INC | Technology | 0.5% | $5.6m | 568,877 | 0% | held |
| 25 | OSPN ONESPAN INC | Technology | 0.2% | $2.8m | 169,409 | 1% | added |
| 26 | BIGCOMMERCE HLDGS INC | 0.2% | $2.0m | 2,177,000 | 0% | held | |
| 27 | JAMF JAMF HLDG CORP | 0.2% | $1.7m | 181,127 | – | new | |
| 28 | SVCO SILVACO GROUP INC | 0.1% | $960.4k | 203,481 | 0% | held | |
| 29 | LTRX LANTRONIX INC | Technology | 0.0% | $191.3k | 66,666 | 0% | held |
| 30 | PRO PROS HOLDINGS INC | 0.0% | $156.5k | 9,993 | – | new |
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.