Lynwood Price Capital Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$186.1M
Q ending 2026-03-31
Prior quarter
$205.5M
Q ending 2025-12-31
Change
-9.4% QoQ · +6.1% YoY
Positions
14
reported holdings
Largest positions
All 14 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Mfg Ltd | TSM | Shares | $23.7M | 70K |
| Mckesson Corp | MCK | Shares | $20.2M | 23K |
| Amazon Com Inc | AMZN | Shares | $18.2M | 88K |
| Lpl Finl Hldgs Inc | LPLA | Shares | $17.9M | 60K |
| Transdigm Group Inc | TDG | Shares | $17.6M | 15K |
| Kkr & Co Inc | KKR | Shares | $16.2M | 175K |
| Microsoft Corp | MSFT | Shares | $15.5M | 42K |
| Uber Technologies Inc | UBER | Shares | $14.7M | 204K |
| Amphenol Corp New | APH | Shares | $13.3M | 105K |
| Nvidia Corporation | NVDA | Shares | $9.8M | 56K |
| Perimeter Solutions Inc | PRM | Shares | $8.5M | 350K |
| Visa Inc | V | Shares | $5.3M | 18K |
| Marriott Intl Inc New | MAR | Shares | $3.4M | 11K |
| Spotify Technology S A | Shares | $1.8M | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.