LYNWOOD PRICE CAPITAL MANAGEMENT LP
Top Portfolio Positions
14 positions ·
$186,141,378 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
70,000 | $23,656,500 | 12.71% | |
| MCK |
Mckesson Corp
Healthcare
|
23,400 | $20,249,424 | 10.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
87,500 | $18,223,625 | 9.79% | |
| LPLA |
LPL Financial Holdings Inc.
Financial Services
|
59,500 | $17,899,385 | 9.62% | |
| TDG |
TransDigm Group INC
Industrials
|
15,200 | $17,616,192 | 9.46% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
175,000 | $16,187,500 | 8.70% | |
| MSFT |
Microsoft Corp
Technology
|
42,000 | $15,547,140 | 8.35% | |
| UBER |
Uber Technologies, Inc
Technology
|
204,200 | $14,688,106 | 7.89% | |
| APH |
Amphenol Corp /De/
Technology
|
105,000 | $13,266,750 | 7.13% | |
| NVDA |
Nvidia Corp
Technology
|
56,000 | $9,766,400 | 5.25% |
Portfolio Trend
6 quarters · across all stocks
Holdings in PRM
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,547,000 | 350,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,744,850 | 245,000 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||