Lynwood Price Capital Management as of March 31, 2026
Portfolio Holdings for Lynwood Price Capital Management
Lynwood Price Capital Management holds 14 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Adr (TSM) | 12.7 | $24M | 70k | 337.95 | |
| McKesson Corporation (MCK) | 10.9 | $20M | 23k | 865.36 | |
| Amazon (AMZN) | 9.8 | $18M | 88k | 208.27 | |
| Lpl Financial Holdings (LPLA) | 9.6 | $18M | 60k | 300.83 | |
| TransDigm Group Incorporated (TDG) | 9.5 | $18M | 15k | 1158.96 | |
| Kkr & Co (KKR) | 8.7 | $16M | 175k | 92.50 | |
| Microsoft Corporation (MSFT) | 8.4 | $16M | 42k | 370.17 | |
| Uber Technologies (UBER) | 7.9 | $15M | 204k | 71.93 | |
| Amphenol Corp Com Cla (APH) | 7.1 | $13M | 105k | 126.35 | |
| NVIDIA Corporation (NVDA) | 5.2 | $9.8M | 56k | 174.40 | |
| Perimeter Solutions (PRM) | 4.6 | $8.5M | 350k | 24.42 | |
| Visa (V) | 2.8 | $5.3M | 18k | 302.24 | |
| Marriott Intl Com Cla (MAR) | 1.8 | $3.4M | 11k | 327.07 | |
| Spotify Technology Sa (SPOT) | 1.0 | $1.8M | 3.7k | 484.91 |
