13F HOLDINGS REPORT
LYNWOOD PRICE CAPITAL MANAGEMENT LP
Quarter ended Q4 2025 · Filed December 5, 2025 · Accession 0002046605-25-000007
Total Value
$199.6M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 52,500 | $27.2M | 13.62% |
| 2 | TRANSDIGM GROUP INC | TDG | 17,500 | $23.1M | 11.56% |
| 3 | MCKESSON CORP | MCK | 29,200 | $22.6M | 11.30% |
| 4 | AMAZON COM INC | AMZN | 91,000 | $20.0M | 10.01% |
| 5 | LPL FINL HLDGS INC | 50212V100 | 59,000 | $19.6M | 9.83% |
| 6 | KKR & CO INC | KKRT | 149,000 | $19.4M | 9.70% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 58,500 | $16.3M | 8.19% |
| 8 | UBER TECHNOLOGIES INC | UBER | 162,000 | $15.9M | 7.95% |
| 9 | S&P GLOBAL INC | SPGI | 22,800 | $11.1M | 5.56% |
| 10 | BROWN & BROWN INC | BRO | 88,000 | $8.3M | 4.13% |
| 11 | IQVIA HLDGS INC | IQV | 28,000 | $5.3M | 2.66% |
| 12 | NASDAQ INC | NDAQ | 60,000 | $5.3M | 2.66% |
| 13 | VISA INC | V | 14,000 | $4.8M | 2.39% |
| 14 | FAIR ISAAC CORP | FICO | 575 | $860,505 | 0.43% |