Lynwood Price Capital Management LP holds a focused book of 13 stocks worth $207.1M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Royalty Pharma PLC- CL A and trimmed Taiwan Semiconductor-SP ADR. Their largest long position is Taiwan Semiconductor-SP ADR at 16% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Lynwood Price Capital Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 2 / 13 | $4.4B |
| Balance Capital Partners L.P. | 2 / 13 | $102.8M |
| Altarock Partners LP | 4 / 13 | $2.8B |
| Voyager Global Management LP | 4 / 13 | $2.4B |
| Ketron Financial | 5 / 13 | $206.3M |
| Skye Global Management LP | 4 / 13 | $3.1B |
| Keywise Capital Management (HK) Ltd | 3 / 13 | $368.8M |
| Stockbridge Partners LLC | 6 / 13 | $2.4B |
Ranked by the share of each fund's own book sitting in the names it shares with Lynwood Price Capital Management LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor MFG Ltd ADR | $32.7M | 68.5K | 15.8% | ▼−2.1% Reduced · −2K sh | |
| 2 | Amphenol Corp New COM CLA | $25.2M | 142.8K | 12.2% | ▲+36% Added · +38K sh | |
| 3 | Transdigm Group Inc COM | $22.8M | 17.1K | 11.0% | ▲+13% Added · +2K sh | |
| 4 | McKesson Corp COM | $21.6M | 28.6K | 10.4% | ▲+22% Added · +5K sh | |
| 5 | Amazon Com Inc COM | $18.9M | 79.4K | 9.1% | ▼−9.2% Reduced · −8K sh | |
| 6 | Nvidia Corporation COM | $17.1M | 85.6K | 8.3% | ▲+53% Added · +30K sh | |
| 7 | KKR & Co Inc COM | $15.5M | 169.1K | 7.5% | ▼−3.4% Reduced · −6K sh | |
| 8 | Perimeter Solutions Inc COM | $15.3M | 428.1K | 7.4% | ▲+22% Added · +78K sh | |
| 9 | Visa Inc COM | $10.4M | 30.4K | 5.0% | ▲+74% Added · +13K sh | |
| 10 | Uber Technologies Inc COM | $9.9M | 137.0K | 4.8% | ▼−33% Reduced · −67K sh | |
| 11 | Royalty Pharma PLC COM CLA | $8.0M | 143.0K | 3.9% | ▲New New position | |
| 12 | Alphabet Inc COM CLA | $5.7M | 16.0K | 2.8% | ▲New New position | |
| 13 | Marriott Intl Inc New COM CLA | $3.9M | 10.5K | 1.9% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2046605/holdings"
Use Arkolith to show LYNWOOD PRICE CAPITAL MANAGEMENT LP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.