Lynrock Lake LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Lynrock Lake LP disclosed 28 US equity positions worth $1.5bn in its Q4 2025 13F filing. The largest position was TDC at 18.9% of the reported book, followed by PD and COMMERCE.COM INC. Against the Q3 2025 filing, it opened 5 new positions, added to 11 and reduced 5 among the top 28 holdings.
What did Lynrock Lake LP own in Q4 2025? Top 28 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | TDC TERADATA CORP DEL | Technology | 18.9% | $286.6m | 9,416,666 | 0% | held |
| 2 | PD PAGERDUTY INC | 11.2% | $170.4m | 178,295,000 | 90% | added | |
| 3 | COMMERCE.COM INC | 9.9% | $150.0m | 150,000,000 | 0% | held | |
| 4 | RAPID7 INC | 8.2% | $125.1m | 132,022,000 | 2415% | added | |
| 5 | YEXT YEXT INC | Technology | 8.0% | $122.0m | 15,132,384 | 23% | added |
| 6 | FIVE9 INC | 6.8% | $102.7m | 113,819,000 | – | new | |
| 7 | 8X8 INC NEW | 6.5% | $99.1m | 111,930,000 | 2% | added | |
| 8 | ALLT ALLOT LTD | Technology | 6.5% | $98.4m | 10,011,295 | 0% | held |
| 9 | RAPID7 INC | 4.9% | $75.0m | 82,024,000 | 397% | added | |
| 10 | ONTF ON24 INC | 4.4% | $66.0m | 8,293,974 | 0% | held | |
| 11 | JAMF HLDG CORP | 2.6% | $39.4m | 39,842,000 | – | new | |
| 12 | CMRC COMMERCE.COM INC | Technology | 2.5% | $38.2m | 9,266,666 | 11% | added |
| 13 | RDCM RADCOM LTD | Communication Services | 2.1% | $31.9m | 2,441,775 | 8% | added |
| 14 | VARONIS SYS INC | 1.5% | $22.8m | 24,500,000 | – | new | |
| 15 | TTGT TECHTARGET INC | Technology | 1.2% | $18.3m | 3,385,913 | 8% | added |
| 16 | JAMF JAMF HLDG CORP | 1.2% | $17.8m | 1,366,666 | 33% | added | |
| 17 | MRAM EVERSPIN TECHNOLOGIES INC | Technology | 1.1% | $16.1m | 1,735,704 | -7% | reduced |
| 18 | AIOT POWERFLEET INC | Technology | 0.7% | $10.2m | 1,908,455 | -42% | reduced |
| 19 | OSPN ONESPAN INC | Technology | 0.4% | $5.6m | 432,440 | 15% | added |
| 20 | PD PAGERDUTY INC | Technology | 0.3% | $5.1m | 386,704 | – | new |
| 21 | MITK MITEK SYS INC | Technology | 0.3% | $4.9m | 463,766 | -18% | reduced |
| 22 | OSS ONE STOP SYS INC | 0.3% | $4.8m | 665,918 | -54% | reduced | |
| 23 | COMMERCE.COM INC | 0.1% | $2.1m | 2,177,000 | 0% | held | |
| 24 | SVCO SILVACO GROUP INC | 0.1% | $1.9m | 472,764 | 132% | added | |
| 25 | LTRX LANTRONIX INC | Technology | 0.1% | $1.6m | 266,666 | 0% | held |
| 26 | GIGCAPITAL8 CORP | 0.0% | $509.0k | 50,000 | – | new | |
| 27 | SEQUANS COMMUNICATIONS S A | 0.0% | $420.7k | 93,707 | 0% | held | |
| 28 | XPER XPERI INC | Technology | 0.0% | $262.0k | 44,717 | -32% | reduced |
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.