Lynwood Price Capital Management as of Dec. 31, 2025
Portfolio Holdings for Lynwood Price Capital Management
Lynwood Price Capital Management holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.4 | $25M | 53k | 483.62 | |
| Lpl Financial Holdings (LPLA) | 12.2 | $25M | 70k | 357.17 | |
| McKesson Corporation (MCK) | 11.7 | $24M | 29k | 820.29 | |
| TransDigm Group Incorporated (TDG) | 11.3 | $23M | 18k | 1329.85 | |
| Taiwan Semiconductor Mfg Adr (TSM) | 10.4 | $21M | 70k | 303.89 | |
| Amazon (AMZN) | 9.8 | $20M | 88k | 230.82 | |
| Uber Technologies (UBER) | 9.3 | $19M | 235k | 81.71 | |
| Kkr & Co (KKR) | 8.7 | $18M | 140k | 127.48 | |
| NVIDIA Corporation (NVDA) | 5.1 | $10M | 56k | 186.50 | |
| Amphenol Corp Com Cla (APH) | 4.1 | $8.5M | 63k | 135.14 | |
| Perimeter Solutions (PRM) | 3.3 | $6.7M | 245k | 27.53 | |
| Visa (V) | 1.8 | $3.7M | 11k | 350.71 |
