LYNWOOD PRICE CAPITAL MANAGEMENT LP — 13F holdings

LYNWOOD PRICE CAPITAL MANAGEMENT LP reported 13 holdings worth $207M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $32.7M (15.8%)
2. APH AMPHENOL CORP NEW — $25.2M (12.2%)
3. TDG TRANSDIGM GROUP INC — $22.8M (11.0%)
4. MCK MCKESSON CORP — $21.6M (10.4%)
5. AMZN AMAZON COM INC — $18.9M (9.1%)
6. NVDA NVIDIA CORPORATION — $17.1M (8.3%)
7. KKR KKR & CO INC — $15.5M (7.5%)
8. PRM PERIMETER SOLUTIONS INC — $15.3M (7.4%)
9. V Visa Inc — $10.4M (5.0%)
10. UBER UBER TECHNOLOGIES INC — $9.89M (4.8%)