13F HOLDINGS REPORT
LYNWOOD PRICE CAPITAL MANAGEMENT LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002073679-26-000024
Total Value
$205.5M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 52,500 | $25.4M | 12.35% |
| 2 | LPL FINL HLDGS INC | 50212V100 | 70,000 | $25.0M | 12.17% |
| 3 | MCKESSON CORP | MCK | 29,200 | $24.0M | 11.65% |
| 4 | TRANSDIGM GROUP INC | TDG | 17,500 | $23.3M | 11.32% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 70,000 | $21.3M | 10.35% |
| 6 | AMAZON COM INC | AMZN | 87,500 | $20.2M | 9.83% |
| 7 | UBER TECHNOLOGIES INC | UBER | 235,000 | $19.2M | 9.34% |
| 8 | KKR & CO INC | KKRT | 140,000 | $17.8M | 8.68% |
| 9 | NVIDIA CORPORATION | NVDA | 56,000 | $10.4M | 5.08% |
| 10 | AMPHENOL CORP NEW | 032095101 | 63,000 | $8.5M | 4.14% |
| 11 | PERIMETER SOLUTIONS INC | PRM | 245,000 | $6.7M | 3.28% |
| 12 | VISA INC | V | 10,500 | $3.7M | 1.79% |