LYNWOOD PRICE CAPITAL MANAGEMENT LP Diversified Active

Name: LYNWOOD PRICE CAPITAL MANAGEMENT LP Q1 2026 13F Filing | 13F Explorer
Creator: LYNWOOD PRICE CAPITAL MANAGEMENT LP
Published: 2026-04-22

Location: Austin, TX

CIK: 0002046605 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 22, 2026

Total Value: $186M (100.0% shares, 0.0% debt)

Holdings (14)

TSM TAIWAN SEMICONDUCTOR MFG LTD 12.7%

Value $23.66M Shares 70,000 Est. Cost $270.89 Unrealized —

MCK MCKESSON CORP 10.9%

Value $20.25M Shares 23,400 Est. Cost $612.77 Unrealized +42.9%

AMZN AMAZON COM INC 9.8%

Value $18.22M Shares 87,500 Est. Cost $207.87 Unrealized +9.1%

LPLA LPL FINL HLDGS INC 9.6%

Value $17.9M Shares 59,500 Est. Cost $323.51 Unrealized +10.3%

TDG TRANSDIGM GROUP INC 9.5%

Value $17.62M Shares 15,200 Est. Cost $1274.11 Unrealized +6.9%

KKR KKR & CO INC 8.7%

Value $16.19M Shares 175,000 Est. Cost $135.15 Unrealized -15.1%

MSFT MICROSOFT CORP 8.4%

Value $15.55M Shares 42,000 Est. Cost $417.74 Unrealized +4.0%

UBER UBER TECHNOLOGIES INC 7.9%

Value $14.69M Shares 204,200 Est. Cost $81.43 Unrealized -3.3%

APH AMPHENOL CORP NEW 7.1%

Value $13.27M Shares 105,000 Est. Cost $138.68 Unrealized +5.6%

NVDA NVIDIA CORPORATION 5.2%

Value $9.766M Shares 56,000 Est. Cost $186.13 Unrealized +0.3%

PRM PERIMETER SOLUTIONS INC 4.6%

Value $8.547M Shares 350,000 Est. Cost $25.86 Unrealized +5.4%

V VISA INC 2.8%

Value $5.289M Shares 17,500 Est. Cost $328.61 Unrealized +0.2%

MAR MARRIOTT INTL INC NEW 1.8%

Value $3.434M Shares 10,500 Est. Cost $330.79 Unrealized 0.0%

SPOT SPOTIFY TECHNOLOGY S A 1.0%

Value $1.77M Shares 3,650 Est. Cost $497.31 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MFG LTD	70,000	$23.66M	12.7%	$270.89	—	ADR	874039100
MCK	MCKESSON CORP	23,400	$20.25M	10.9%	$612.77	+42.9%	COM	58155Q103
AMZN	AMAZON COM INC	87,500	$18.22M	9.8%	$207.87	+9.1%	COM	023135106
LPLA	LPL FINL HLDGS INC	59,500	$17.9M	9.6%	$323.51	+10.3%	COM	50212V100
TDG	TRANSDIGM GROUP INC	15,200	$17.62M	9.5%	$1274.11	+6.9%	COM	893641100
KKR	KKR & CO INC	175,000	$16.19M	8.7%	$135.15	-15.1%	COM	48251W104
MSFT	MICROSOFT CORP	42,000	$15.55M	8.4%	$417.74	+4.0%	COM	594918104
UBER	UBER TECHNOLOGIES INC	204,200	$14.69M	7.9%	$81.43	-3.3%	COM	90353T100
APH	AMPHENOL CORP NEW	105,000	$13.27M	7.1%	$138.68	+5.6%	COM CLA	032095101
NVDA	NVIDIA CORPORATION	56,000	$9.766M	5.2%	$186.13	+0.3%	COM	67066G104
PRM	PERIMETER SOLUTIONS INC	350,000	$8.547M	4.6%	$25.86	+5.4%	COM	71385M107
V	VISA INC	17,500	$5.289M	2.8%	$328.61	+0.2%	COM	92826C839
MAR	MARRIOTT INTL INC NEW	10,500	$3.434M	1.8%	$330.79	0.0%	COM CLA	571903202
SPOT	SPOTIFY TECHNOLOGY S A	3,650	$1.77M	1.0%	$497.31	0.0%	COM	L8681T102