LYNWOOD PRICE CAPITAL MANAGEMENT LP

AUSTIN, TX · CIK 2046605 · 13F filing filed 2026-08-07

SEC-registered investment adviser since 2024 · limited partnership

Assets managed$207.9m
Staff3 · 3 in investment roles
Main clients (by assets)Private funds 86%, Mutual funds and ETFs 14%
Private funds1 (1 hedge) · $177.8m gross assets
Form ADV · 2026-02-27SEC adviser record

Legal entityLYNWOOD PRICE CAPITAL MANAGEMENT LP (US)

Kindhedge funds
Others nearbyAustin, TX, Dallas, TX

As an employer

Offices in1 country
Private fundshedge 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Austin, TX (main office)United States	United States	about 1
Dallas, TXUnited States	United States	2

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$207.1m reported value +11.2% vs Q1 2026

13positions

91.5%in top 10

2 new 6 added 4 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	68,500	$32.7m15.80%	15.80%	Reduced -1.5k	-1,500 -2.1%
2	AMPHENOL CORP CL A APH	APH	142,760	$25.2m12.16%	12.16%	Added +37.8k	+37,760 36.0%
3	TRANSDIGM GROUP INC COM TDG	TDG	17,125	$22.8m11.02%	11.02%	Added +1.9k	+1,925 12.7%
4	MCKESSON CORP COM MCK	MCK	28,570	$21.6m10.42%	10.42%	Added +5.2k	+5,170 22.1%
5	AMAZON COM INC COM AMZN	AMZN	79,445	$18.9m9.14%	9.14%	Reduced -8.1k	-8,055 -9.2%
6	NVIDIA CORPORATION COM NVDA	NVDA	85,625	$17.1m8.27%	8.27%	Added +29.6k	+29,625 52.9%
7	KKR & CO INC COM KKR	KKR	169,125	$15.5m7.50%	7.50%	Reduced -5.9k	-5,875 -3.4%
8	PERIMETER SOLUTIONS INC COMMON STOCK PRM	PRM	428,125	$15.3m7.37%	7.37%	Added +78.1k	+78,125 22.3%
9	VISA INC COM CL A V	V	30,400	$10.4m5.04%	5.04%	Added +12.9k	+12,900 73.7%
10	UBER TECHNOLOGIES INC COM UBER	UBER	137,000	$9.9m4.77%	4.77%	Reduced -67.2k	-67,200 -32.9%
11	ROYALTY PHARMA PLC SHS CLASS A RPRX	RPRX	143,000	$8.0m3.87%	3.87%	New
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	16,000	$5.7m2.76%	2.76%	New
13	MARRIOTT INTL INC NEW CL A MAR	MAR	10,500	$3.9m1.88%	1.88%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LPL FINL HLDGS INC LPLA	LPLA	59,500	$17.9m59.5k shares
MICROSOFT CORP MSFT	MSFT	42,000	$15.5m42.0k shares
SPOTIFY TECHNOLOGY S A SPOT	SPOT	3,650	$1.8m3.6k shares