Lynrock Lake LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Lynrock Lake LP disclosed 27 US equity positions worth $1.6bn in its Q2 2026 13F filing. The largest position was TDC at 13.9% of the reported book, followed by PD and FIVE9 INC. Against the Q1 2026 filing, it opened 2 new positions, added to 7 and reduced 5 among the top 27 holdings.
What did Lynrock Lake LP own in Q2 2026? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TDC TERADATA CORP DEL | Technology | 13.9% | $220.0m | 6,349,030 | -32% | reduced |
| 2 | PD PAGERDUTY INC | 13.2% | $208.3m | 221,717,000 | 0% | held | |
| 3 | FIVE9 INC | 11.2% | $178.1m | 200,219,000 | 8% | added | |
| 4 | COMMERCE.COM INC | 9.2% | $146.5m | 150,000,000 | 0% | held | |
| 5 | RAPID7 INC | 9.1% | $143.7m | 168,109,000 | 28% | added | |
| 6 | RAPID7 INC | 8.8% | $139.5m | 144,564,000 | 12% | added | |
| 7 | 8X8 INC NEW | 8.6% | $135.8m | 145,318,000 | 1% | added | |
| 8 | YEXT YEXT INC | Technology | 5.6% | $88.8m | 19,015,087 | 5% | added |
| 9 | ALLT ALLOT LTD | Technology | 5.6% | $88.6m | 10,011,295 | 0% | held |
| 10 | PEGA PEGASYSTEMS INC | Technology | 3.4% | $53.4m | 1,782,640 | – | new |
| 11 | RDCM RADCOM LTD | Communication Services | 2.3% | $36.8m | 2,608,752 | -18% | reduced |
| 12 | PD PAGERDUTY INC | Technology | 2.3% | $35.7m | 3,704,439 | 171% | added |
| 13 | TTGT TECHTARGET INC | Technology | 2.0% | $31.5m | 8,751,835 | 9% | added |
| 14 | BL BLACKLINE INC | Technology | 1.9% | $29.9m | 1,066,666 | – | new |
| 15 | CMRC COMMERCE.COM INC | Technology | 1.7% | $27.4m | 9,266,666 | 0% | held |
| 16 | AIOT POWERFLEET INC | Technology | 0.3% | $5.4m | 1,417,873 | 0% | held |
| 17 | QT IMAGING HLDGS INC | 0.3% | $4.5m | 1,112,201 | -4% | reduced | |
| 18 | OSPN ONESPAN INC | Technology | 0.3% | $4.3m | 300,666 | 0% | held |
| 19 | COMMERCE.COM INC | 0.1% | $2.2m | 2,227,000 | 0% | held | |
| 20 | SEQUANS COMMUNICATIONS S A | 0.1% | $906.7k | 266,666 | 0% | held | |
| 21 | SVCO SILVACO GROUP INC | 0.0% | $551.6k | 40,000 | -87% | reduced | |
| 22 | GIGCAPITAL9 CORP | 0.0% | $518.5k | 50,000 | 0% | held | |
| 23 | GIGCAPITAL8 CORP | 0.0% | $509.0k | 50,000 | 0% | held | |
| 24 | MRAM EVERSPIN TECHNOLOGIES INC | Technology | 0.0% | $468.4k | 19,372 | -98% | reduced |
| 25 | MITK MITEK SYS INC | Technology | 0.0% | $13.4k | 666 | 0% | held |
| 26 | OSS ONE STOP SYS INC | 0.0% | $12.1k | 666 | 0% | held | |
| 27 | LTRX LANTRONIX INC | Technology | 0.0% | $3.9k | 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.