本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
LYNWOOD PRICE CAPITAL MANAGEMENT LP (CIK 2046605) reported $207.1M across 13 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: TSM ($32.7M, 15.80%), APH ($25.2M, 12.16%), TDG ($22.8M, 11.02%), MCK ($21.6M, 10.42%), AMZN ($18.9M, 9.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $32.7M | 15.80% | 68,500 | Trimmed |
| 2 | APH | AMPHENOL CORP NEW | $25.2M | 12.16% | 142,760 | Added |
| 3 | TDG | TRANSDIGM GROUP INC | $22.8M | 11.02% | 17,125 | Added |
| 4 | MCK | MCKESSON CORP | $21.6M | 10.42% | 28,570 | Added |
| 5 | AMZN | AMAZON COM INC | $18.9M | 9.14% | 79,445 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $17.1M | 8.27% | 85,625 | Added |
| 7 | KKR | KKR & CO INC | $15.5M | 7.50% | 169,125 | Trimmed |
| 8 | PRM | PERIMETER SOLUTIONS INC | $15.3M | 7.37% | 428,125 | Added |
| 9 | V | VISA INC | $10.4M | 5.04% | 30,400 | Added |
| 10 | UBER | UBER TECHNOLOGIES INC | $9.9M | 4.77% | 137,000 | Trimmed |
| 11 | RPRX | ROYALTY PHARMA PLC | $8.0M | 3.87% | 143,000 | New |
| 12 | GOOGL | ALPHABET INC | $5.7M | 2.76% | 16,000 | New |
| 13 | MAR | MARRIOTT INTL INC NEW | $3.9M | 1.88% | 10,500 | Hold |
| 14 | LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | Exited |
| 15 | MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | Exited |
| 16 | SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30