Lynwood Price Capital Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Lynwood Price Capital Management LP disclosed 14 US equity positions worth $186.1m in its Q1 2026 13F filing. The largest position was TSM at 12.7% of the reported book, followed by MCK and AMZN.
What did Lynwood Price Capital Management LP own in Q1 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 12.7% | $23.7m | 70,000 | – | |
| 2 | MCK MCKESSON CORP | Healthcare | 10.9% | $20.2m | 23,400 | – | |
| 3 | AMZN AMAZON COM INC | Consumer Cyclical | 9.8% | $18.2m | 87,500 | – | |
| 4 | LPLA LPL FINL HLDGS INC | Financial Services | 9.6% | $17.9m | 59,500 | – | |
| 5 | TDG TRANSDIGM GROUP INC | Industrials | 9.5% | $17.6m | 15,200 | – | |
| 6 | KKR KKR & CO INC | Financial Services | 8.7% | $16.2m | 175,000 | – | |
| 7 | MSFT MICROSOFT CORP | Technology | 8.4% | $15.5m | 42,000 | – | |
| 8 | UBER UBER TECHNOLOGIES INC | Technology | 7.9% | $14.7m | 204,200 | – | |
| 9 | APH AMPHENOL CORP NEW | Technology | 7.1% | $13.3m | 105,000 | – | |
| 10 | NVDA NVIDIA CORPORATION | Technology | 5.2% | $9.8m | 56,000 | – | |
| 11 | PRM PERIMETER SOLUTIONS INC | Basic Materials | 4.6% | $8.5m | 350,000 | – | |
| 12 | V VISA INC | Financial Services | 2.8% | $5.3m | 17,500 | – | |
| 13 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 1.8% | $3.4m | 10,500 | – | |
| 14 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 1.0% | $1.8m | 3,650 | – |
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.