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LYNWOOD PRICE CAPITAL MANAGEMENT LP
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $192,673,748
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TAIWAN SEMICONDUCTOR MFG LTD · ADR · 874039100 · shares: $28,352,209
- MCKESSON CORP · COM · 58155Q103 · shares: $23,710,304
- AMPHENOL CORP NEW · COM CLA · 032095101 · shares: $23,394,936
- NVIDIA CORPORATION · COM · 67066G104 · shares: $22,872,257
- TRANSDIGM GROUP INC · COM · 893641100 · shares: $18,025,290
- AMAZON COM INC · COM · 023135106 · shares: $15,322,725
- ALPHABET INC · COM CLA · 02079K305 · shares: $15,139,520
- PERIMETER SOLUTIONS INC · COM · 71385M107 · shares: $14,594,440
- KKR & CO INC · COM · 48251W104 · shares: $11,159,143
- ROYALTY PHARMA PLC · COM CLA · G7709Q104 · shares: $10,679,880
Reported holdings
13 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG LTD | ADR | 874039100 | — | 62,150 shares | $28,352,209 |
| MCKESSON CORP | COM | 58155Q103 | — | 27,770 shares | $23,710,304 |
| AMPHENOL CORP NEW | COM CLA | 032095101 | — | 277,520 shares | $23,394,936 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 100,150 shares | $22,872,257 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 16,650 shares | $18,025,290 |
| AMAZON COM INC | COM | 023135106 | — | 61,500 shares | $15,322,725 |
| ALPHABET INC | COM CLA | 02079K305 | — | 44,000 shares | $15,139,520 |
| PERIMETER SOLUTIONS INC | COM | 71385M107 | — | 554,500 shares | $14,594,440 |
| KKR & CO INC | COM | 48251W104 | — | 122,225 shares | $11,159,143 |
| ROYALTY PHARMA PLC | COM CLA | G7709Q104 | — | 183,000 shares | $10,679,880 |
| VISA INC | COM | 92826C839 | — | 10,900 shares | $3,916,697 |
| TKO GROUP HOLDINGS INC | COM CLA | 87256C101 | — | 15,400 shares | $2,767,688 |
| MARRIOTT INTL INC NEW | COM CLA | 571903202 | — | 7,700 shares | $2,738,659 |