LYNWOOD PRICE CAPITAL MANAGEMENT LP 13F Holdings

CIK 0002046605 · AUSTIN, TX

As of Jun 30, 2025, LYNWOOD PRICE CAPITAL MANAGEMENT LP reported 15 positions worth $201.1M in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology52,500$26.1M12.98%
AMAZON.COM INCAMZNEquity104,000$22.8M11.34%
KKR & CO INCKKRFinancial Services164,000$21.8M10.85%
TRANSDIGM GROUP INCTDGIndustrials14,000$21.3M10.58%
LPL FINANCIAL HOLDINGS INCLPLAFinancial Services54,000$20.2M10.07%
MCKESSON CORPMCKHealthcare25,800 8.9M9.40%
SALESFORCE INCCRMTechnology46,060 2.6M6.24%
S&P GLOBAL INCSPGIFinancial Services23,500 2.4M6.16%
UBER TECHNOLOGIES INCUBERTechnology117,000 0.9M5.43%
IQVIA HOLDINGS INCIQVHealthcare53,079$8.4M4.16%
VISA INC-CLASS A SHARESVFinancial Services23,500$8.3M4.15%
NASDAQ INCNDAQFinancial Services89,663$8.0M3.99%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology16,500$3.7M1.86%
BROWN & BROWN INCBROFinancial Services32,800$3.6M1.81%
SHIFT4 PAYMENTS INCFOURTechnology20,000$2.0M0.99%