account_balance
Investment manager · 13F filer · SEC CIK 2046605
Lynwood Price Capital Management LP
Reported value$193Mas of Sep 30, 2026
Positions13 1 new, 1 sold out
Top 10 weight95.1%TSM alone is 15%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
14.7%Trimmed −9%
MCKMcKesson Corp
12.3%Trimmed −3%
APHAmphenol Corp
12.1%Trimmed −3%
NVDANVIDIA Corp
11.9%Added +17%
TDGTransDigm Group INC
9.4%Trimmed −3%
AMZNAmazon.com Inc
8.0%Trimmed −23%
GOOGLAlphabet Inc.
7.9%Added +175%
PRMPerimeter Group Inc.
7.6%Added +30%
KKRKKR & Co. Inc.
5.8%Trimmed −28%
RPRXRoyalty Pharma PLC
5.5%Added +28%
VVisa Inc.
2.0%
TKOTKO Group Holdings, Inc.
1.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
14.7%Trimmed −9%
MCKMcKesson Corp
12.3%Trimmed −3%
APHAmphenol Corp
12.1%
NVDANVIDIA Corp
11.9%
TDGTransDigm Group INC
9.4%−3%
AMZNAmazon.com Inc
8.0%
GOOGLAlphabet Inc.
7.9%+175%
PRMPerimeter Group Inc.
7.6%+30%
KKR5.8%RPRX5.5%V2.0%TKOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 14.7% Trimmed −9%MCK McKesson Corp 12.3% Trimmed −3%APH Amphenol Corp 12.1% Trimmed −3%NVDA NVIDIA Corp 11.9% Added +17%TDG TransDigm Group INC 9.4% Trimmed −3%AMZN Amazon.com Inc 8.0% Trimmed −23%GOOGL Alphabet Inc. 7.9% Added +175%PRM Perimeter Group Inc. 7.6% Added +30%KKR KKR & Co. Inc. 5.8% Trimmed −28%RPRX Royalty Pharma PLC 5.5% Added +28%V Visa Inc. 2.0% Trimmed −64%TKO TKO Group Holdings, Inc. 1.4% New
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.