13F HOLDINGS REPORT
LYNWOOD PRICE CAPITAL MANAGEMENT LP
Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0002046605-25-000004
Total Value
$201.1M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 52,500 | $26.1M | 12.98% |
| 2 | AMAZON COM INC | AMZN | 104,000 | $22.8M | 11.34% |
| 3 | KKR & CO INC | KKRT | 164,000 | $21.8M | 10.85% |
| 4 | TRANSDIGM GROUP INC | TDG | 14,000 | $21.3M | 10.58% |
| 5 | LPL FINL HLDGS INC | 50212V100 | 54,000 | $20.2M | 10.07% |
| 6 | MCKESSON CORP | MCK | 25,800 | $18.9M | 9.40% |
| 7 | SALESFORCE INC | CRM | 46,060 | $12.6M | 6.24% |
| 8 | S&P GLOBAL INC | SPGI | 23,500 | $12.4M | 6.16% |
| 9 | UBER TECHNOLOGIES INC | UBER | 117,000 | $10.9M | 5.43% |
| 10 | IQVIA HLDGS INC | IQV | 53,079 | $8.4M | 4.16% |
| 11 | VISA INC | V | 23,500 | $8.3M | 4.15% |
| 12 | NASDAQ INC | NDAQ | 89,663 | $8.0M | 3.99% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 16,500 | $3.7M | 1.86% |
| 14 | BROWN & BROWN INC | BRO | 32,800 | $3.6M | 1.81% |
| 15 | SHIFT4 PMTS INC | 82452J109 | 20,000 | $2.0M | 0.99% |