Lynwood Price Capital Management as of June 30, 2026
Portfolio Holdings for Lynwood Price Capital Management
Lynwood Price Capital Management holds 13 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Adr (TSM) | 15.8 | $33M | 69k | 477.57 | |
| Amphenol Corp Com Cla (APH) | 12.2 | $25M | 143k | 176.32 | |
| TransDigm Group Incorporated (TDG) | 11.0 | $23M | 17k | 1332.04 | |
| McKesson Corporation (MCK) | 10.4 | $22M | 29k | 755.60 | |
| Amazon (AMZN) | 9.1 | $19M | 79k | 238.34 | |
| NVIDIA Corporation (NVDA) | 8.3 | $17M | 86k | 200.09 | |
| Kkr & Co (KKR) | 7.5 | $16M | 169k | 91.78 | |
| Perimeter Solutions (PRM) | 7.4 | $15M | 428k | 35.65 | |
| Visa (V) | 5.0 | $10M | 30k | 343.09 | |
| Uber Technologies (UBER) | 4.8 | $9.9M | 137k | 72.16 | |
| Royalty Pharma Com Cla (RPRX) | 3.9 | $8.0M | 143k | 56.07 | |
| Alphabet Com Cla (GOOGL) | 2.8 | $5.7M | 16k | 357.37 | |
| Marriott Intl Com Cla (MAR) | 1.9 | $3.9M | 11k | 370.59 |
