Lynwood Price Capital Management
Lynwood Price Capital Management reported 13 stocks worth $207M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are TSM (15.8%), APH (12.2%) and TDG (11.0%). Compared with Q1 2026, the fund opened new positions in RPRX and GOOGL, added to APH, TDG and MCK, trimmed TSM, AMZN and KKR and sold out of LPLA, MSFT and SPOT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TSM Taiwan Semiconductor Mfg Ltd | $32.7M | 15.8% | 69K | −1,500 (−2%) | 5 of 7 | |
| 2 |  APH Amphenol Corp New | $25.2M | 12.2% | 143K | +38K (+36%) | 3 of 7 | |
| 3 |  TDG Transdigm Group Inc | $22.8M | 11.0% | 17K | +1,925 (+13%) | 7 of 7 | |
| 4 |  MCK Mckesson Corp | $21.6M | 10.4% | 29K | +5,170 (+22%) | 7 of 7 | |
| 5 |  AMZN Amazon Com Inc | $18.9M | 9.1% | 79K | −8,055 (−9%) | 7 of 7 | |
| 6 |  NVDA Nvidia Corporation | $17.1M | 8.3% | 86K | +30K (+53%) | 3 of 7 | |
| 7 |  KKR KKR & Co Inc | $15.5M | 7.5% | 169K | −5,875 (−3%) | 7 of 7 | |
| 8 |  PRM Perimeter Solutions Inc | $15.3M | 7.4% | 428K | +78K (+22%) | 3 of 7 | |
| 9 |  V Visa Inc | $10.4M | 5.0% | 30K | +13K (+74%) | 7 of 7 | |
| 10 |  UBER Uber Technologies Inc | $9.9M | 4.8% | 137K | −67K (−33%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lynwood Price Capital Management 13F FAQ
What does Lynwood Price Capital Management own?
Lynwood Price Capital Management reported 13 stocks worth $207M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are TSM (15.8%), APH (12.2%) and TDG (11.0%). The table above lists every position in the filing (the top 10 without an account).
What did Lynwood Price Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 6 added to, 4 trimmed and 3 sold out. New positions include RPRX and GOOGL. It sold all of LPLA, MSFT and SPOT.
When will Lynwood Price Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Lynwood Price Capital Management's portfolio worth?
The Q2 2026 filing reports $207M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.