Lynrock Lake LP
RYE BROOK NY · SEC CIK 0001734341
$14.62亿2026Q1 申报市值
27持仓数
90.1%前十大占比 · 第一大 16.4%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FIVN 加仓+$6,316.90万
RPD 加仓+$4,192.45万
PD 加仓+$3,928.61万
8X8 INC NEW 加仓+$2,919.87万
TECHTARGET INC 加仓+$1,795.41万
2026Q1 卖出最多 按季末市值估算
JAMF HLDG CORP 清仓-$3,936.39万
VARONIS SYS INC 清仓-$2,280.95万
JAMF HLDG CORP 清仓-$1,778.03万
MRAM 减仓-$673.37万
MITK 减仓-$625.18万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -39,842,000 | -100.0% | -$3,936.39万 | 清仓 |
| — | VARONIS SYS INC | $0 | 0.00% | 0 | -24,500,000 | -100.0% | -$2,280.95万 | 清仓 |
| — | JAMF HLDG CORP | $0 | 0.00% | 0 | -1,366,666 | -100.0% | -$1,778.03万 | 清仓 |
| XPER | XPERI INC | $0 | 0.00% | 0 | -44,717 | -100.0% | -$26.20万 | 清仓 |
| LTRX | LANTRONIX INC | $3,490 | 0.00% | 666 | -266,000 | -99.8% | -$139.39万 | 减仓 |
| OSS | ONE STOP SYS INC | $5,042 | 0.00% | 666 | -665,252 | -99.9% | -$503.63万 | 减仓 |
| MITK | MITEK SYS INC | $8,991 | 0.00% | 666 | -463,100 | -99.9% | -$625.18万 | 减仓 |
| — | GIGCAPITAL8 CORP | $48.69万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| — | GIGCAPITAL9 CORP | $48.69万 | 0.03% | 50,000 | 50,000 | — | $48.69万 | 新建仓 |
| — | SEQUANS COMMUNICATIONS S A | $67.47万 | 0.05% | 266,666 | 172,959 | 184.6% | $43.76万 | 加仓 |
| — | COMMERCE.COM INC | $217.13万 | 0.15% | 2,227,000 | 50,000 | 2.3% | $4.88万 | 加仓 |
| SVCO | SILVACO GROUP INC | $223.32万 | 0.15% | 315,417 | -157,347 | -33.3% | -$111.40万 | 减仓 |
| OSPN | ONESPAN INC | $316.60万 | 0.22% | 300,666 | -131,774 | -30.5% | -$138.76万 | 减仓 |
| AIOT | POWERFLEET INC | $436.70万 | 0.30% | 1,417,873 | -490,582 | -25.7% | -$151.10万 | 减仓 |
| — | QT IMAGING HLDGS INC | $677.74万 | 0.46% | 1,154,588 | 1,154,588 | — | $677.74万 | 新建仓 |
| PD | PAGERDUTY INC | $848.70万 | 0.58% | 1,366,666 | 979,962 | 253.4% | $608.56万 | 加仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $852.31万 | 0.58% | 969,635 | -766,069 | -44.1% | -$673.37万 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $1,235.87万 | 0.85% | 2,066,666 | 2,066,666 | — | $1,235.87万 | 新建仓 |
| CMRC | COMMERCE.COM INC | $2,474.20万 | 1.69% | 9,266,666 | 0 | 0.0% | — | 不变 |
| — | TECHTARGET INC | $3,109.14万 | 2.13% | 8,013,250 | 4,627,337 | 136.7% | $1,795.41万 | 加仓 |
| — | RADCOM LTD | $3,850.67万 | 2.63% | 3,166,666 | 724,891 | 29.7% | $881.47万 | 加仓 |
| ALLT | ALLOT LTD | $6,667.52万 | 4.56% | 10,011,295 | 0 | 0.0% | — | 不变 |
| — | ON24 INC | $6,718.12万 | 4.60% | 8,293,974 | 0 | 0.0% | — | 不变 |
| YEXT | YEXT INC | $6,984.43万 | 4.78% | 18,188,607 | 3,056,223 | 20.2% | $1,173.59万 | 加仓 |
| RPD | RAPID7 INC | $1.11亿 | 7.60% | 131,786,000 | 49,762,000 | 60.7% | $4,192.45万 | 加仓 |
| RPD | RAPID7 INC | $1.21亿 | 8.30% | 128,522,000 | -3,500,000 | -2.7% | -$330.40万 | 减仓 |
| — | 8X8 INC NEW | $1.34亿 | 9.14% | 143,221,000 | 31,291,000 | 28.0% | $2,919.87万 | 加仓 |
| — | COMMERCE.COM INC | $1.45亿 | 9.93% | 150,000,000 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC | $1.62亿 | 11.11% | 186,219,000 | 72,400,000 | 63.6% | $6,316.90万 | 加仓 |
| PD | PAGERDUTY INC | $2.01亿 | 13.72% | 221,717,000 | 43,422,000 | 24.4% | $3,928.61万 | 加仓 |
| TDC | TERADATA CORP DEL | $2.40亿 | 16.40% | 9,354,676 | -61,990 | -0.7% | -$158.88万 | 减仓 |