Lynwood Price Capital Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Lynwood Price Capital Management LP disclosed 13 US equity positions worth $207.1m in its Q2 2026 13F filing. The largest position was TSM at 15.8% of the reported book, followed by APH and TDG. Against the Q1 2026 filing, it opened 2 new positions, added to 6 and reduced 4 among the top 13 holdings.
What did Lynwood Price Capital Management LP own in Q2 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 15.8% | $32.7m | 68,500 | -2% | reduced |
| 2 | APH AMPHENOL CORP NEW | Technology | 12.2% | $25.2m | 142,760 | 36% | added |
| 3 | TDG TRANSDIGM GROUP INC | Industrials | 11.0% | $22.8m | 17,125 | 13% | added |
| 4 | MCK MCKESSON CORP | Healthcare | 10.4% | $21.6m | 28,570 | 22% | added |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 9.1% | $18.9m | 79,445 | -9% | reduced |
| 6 | NVDA NVIDIA CORPORATION | Technology | 8.3% | $17.1m | 85,625 | 53% | added |
| 7 | KKR KKR & CO INC | Financial Services | 7.5% | $15.5m | 169,125 | -3% | reduced |
| 8 | PRM PERIMETER SOLUTIONS INC | Basic Materials | 7.4% | $15.3m | 428,125 | 22% | added |
| 9 | V VISA INC | Financial Services | 5.0% | $10.4m | 30,400 | 74% | added |
| 10 | UBER UBER TECHNOLOGIES INC | Technology | 4.8% | $9.9m | 137,000 | -33% | reduced |
| 11 | RPRX ROYALTY PHARMA PLC | Healthcare | 3.9% | $8.0m | 143,000 | – | new |
| 12 | GOOGL ALPHABET INC | Communication Services | 2.8% | $5.7m | 16,000 | – | new |
| 13 | MAR MARRIOTT INTL INC NEW | Consumer Cyclical | 1.9% | $3.9m | 10,500 | 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.