Arkolith/Funds/True Wind Capital Management, L.P.

True Wind Capital Management, L.P.

CIK 1824827
Holdings as of Jun 30, 2026·disclosed Jul 16, 2026·~16-day 13F lag·13F-HR
Active Filer

True Wind Capital Management, L.P. holds a concentrated book of 2 stocks worth $225.8M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). Their largest long position is Cellebrite Di Ltd at 90% of the equity book.

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holdings, largest changes, and filing provenance.
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Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Information Technology
90%
Financials
10%

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.

Funds with the most overlap

Other tracked managers holding the same core names as True Wind Capital Management, L.P.

Manager / fundShared namesTheir $ in those
FMR LLC2 / 2$117.2M
BlackRock, Inc.2 / 2$55.2M
RENAISSANCE TECHNOLOGIES LLC2 / 2$40.3M
Portolan Capital Management, LLC2 / 2$38.7M
MORGAN STANLEY2 / 2$29.8M
Ken Griffin2 / 2$20.0M
Bank of New York Mellon Corp2 / 2$18.8M
RAYMOND JAMES FINANCIAL INC2 / 2$18.5M

Ranked by how many of True Wind Capital Management, L.P.'s top 2 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2 positions
#SecurityValueShares% PortLast moveHistory
1Cellebrite Di Ltd
ORDINARY SHARES
$202.4M13.86M
89.6%
—Held
2Open Lending Corp
COM
$23.5M7.55M
10.4%
—Held
Showing all 2 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 16, 20262$225.8M13F-HR
Q1 2026Mar 31, 2026May 6, 20262$200.4M13F-HR
Q4 2025Dec 31, 2025Jan 23, 20262$261.6M13F-HR
Q3 2025Sep 30, 2025Oct 23, 20252$272.8M13F-HR
Q2 2025Jun 30, 2025Jul 24, 20252$236.4M13F-HR
Q1 2025Mar 31, 2025Apr 30, 20252$290.1M13F-HR
Q4 2024Dec 31, 2024Feb 5, 20252$350.4M13F-HR
Q3 2024Sep 30, 2024Nov 13, 20242$243.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.