Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LYNWOOD PRICE CAPITAL MANAGEMENT LP (CIK 2046605) reported $186.1M across 14 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($23.7M, 12.71%), MCK ($20.2M, 10.88%), AMZN ($18.2M, 9.79%), LPLA ($17.9M, 9.62%), TDG ($17.6M, 9.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $23.7M | 12.71% | 70,000 | Hold |
| 2 | MCK | MCKESSON CORP | $20.2M | 10.88% | 23,400 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $18.2M | 9.79% | 87,500 | Hold |
| 4 | LPLA | LPL FINL HLDGS INC | $17.9M | 9.62% | 59,500 | Trimmed |
| 5 | TDG | TRANSDIGM GROUP INC | $17.6M | 9.46% | 15,200 | Trimmed |
| 6 | KKR | KKR & CO INC | $16.2M | 8.70% | 175,000 | Added |
| 7 | MSFT | MICROSOFT CORP | $15.5M | 8.35% | 42,000 | Trimmed |
| 8 | UBER | UBER TECHNOLOGIES INC | $14.7M | 7.89% | 204,200 | Trimmed |
| 9 | APH | AMPHENOL CORP NEW | $13.3M | 7.13% | 105,000 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $9.8M | 5.25% | 56,000 | Hold |
| 11 | PRM | PERIMETER SOLUTIONS INC | $8.5M | 4.59% | 350,000 | Added |
| 12 | V | VISA INC | $5.3M | 2.84% | 17,500 | Added |
| 13 | MAR | MARRIOTT INTL INC NEW | $3.4M | 1.84% | 10,500 | New |
| 14 | SPOT | SPOTIFY TECHNOLOGY S A | $1.8M | 0.95% | 3,650 | New |
Source: SEC Form 13F filings · as of 2026-03-31