Lynwood Price Capital Management as of June 30, 2025
Portfolio Holdings for Lynwood Price Capital Management
Lynwood Price Capital Management holds 15 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 13.0 | $26M | 53k | 497.41 | |
| Amazon (AMZN) | 11.3 | $23M | 104k | 219.39 | |
| Kkr & Co (KKR) | 10.8 | $22M | 164k | 133.03 | |
| TransDigm Group Incorporated (TDG) | 10.6 | $21M | 14k | 1520.64 | |
| Lpl Financial Holdings (LPLA) | 10.1 | $20M | 54k | 374.97 | |
| McKesson Corporation (MCK) | 9.4 | $19M | 26k | 732.78 | |
| salesforce (CRM) | 6.2 | $13M | 46k | 272.69 | |
| S&p Global (SPGI) | 6.2 | $12M | 24k | 527.29 | |
| Uber Technologies (UBER) | 5.4 | $11M | 117k | 93.30 | |
| Iqvia Holdings (IQV) | 4.2 | $8.4M | 53k | 157.59 | |
| Visa Com Cla (V) | 4.1 | $8.3M | 24k | 355.05 | |
| Nasdaq Omx (NDAQ) | 4.0 | $8.0M | 90k | 89.42 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 1.9 | $3.7M | 17k | 226.49 | |
| Brown & Brown (BRO) | 1.8 | $3.6M | 33k | 110.87 | |
| Shift4 Pmts Cla (FOUR) | 1.0 | $2.0M | 20k | 99.11 |
