Lynrock Lake LP
RYE BROOK NY · SEC CIK 0001734341
$15.84亿2026Q2 申报市值
27持仓数
88.6%前十大占比 · 第一大 13.9%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PEGA 新建仓+$5,342.57万
RPD 加仓+$3,105.51万
BL 新建仓+$2,994.13万
PD 加仓+$2,255.95万
RPD 加仓+$1,548.05万
2026Q2 卖出最多 按季末市值估算
TDC 减仓-$1.04亿
ON24 INC 清仓-$6,718.12万
MRAM 减仓-$2,297.74万
GTM 清仓-$1,235.87万
RADCOM LTD 减仓-$786.66万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | ON24 INC | $0 | 0.00% | 0 | -8,293,974 | -100.0% | -$6,718.12万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,066,666 | -100.0% | -$1,235.87万 | 清仓 |
| LTRX | LANTRONIX INC | $3,916 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| OSS | ONE STOP SYS INC | $1.21万 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| MITK | MITEK SYS INC | $1.34万 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $46.84万 | 0.03% | 19,372 | -950,263 | -98.0% | -$2,297.74万 | 减仓 |
| — | GIGCAPITAL8 CORP | $50.90万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| — | GIGCAPITAL9 CORP | $51.85万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| SVCO | SILVACO GROUP INC | $55.16万 | 0.03% | 40,000 | -275,417 | -87.3% | -$379.80万 | 减仓 |
| — | SEQUANS COMMUNICATIONS S A | $90.67万 | 0.06% | 266,666 | 0 | 0.0% | — | 不变 |
| — | COMMERCE.COM INC | $218.97万 | 0.14% | 2,227,000 | 0 | 0.0% | — | 不变 |
| OSPN | ONESPAN INC | $431.46万 | 0.27% | 300,666 | 0 | 0.0% | — | 不变 |
| — | QT IMAGING HLDGS INC | $452.67万 | 0.29% | 1,112,201 | -42,387 | -3.7% | -$17.25万 | 减仓 |
| AIOT | POWERFLEET INC | $543.05万 | 0.34% | 1,417,873 | 0 | 0.0% | — | 不变 |
| CMRC | COMMERCE.COM INC | $2,742.93万 | 1.73% | 9,266,666 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $2,994.13万 | 1.89% | 1,066,666 | 1,066,666 | — | $2,994.13万 | 新建仓 |
| — | TECHTARGET INC | $3,150.66万 | 1.99% | 8,751,835 | 738,585 | 9.2% | $265.89万 | 加仓 |
| PD | PAGERDUTY INC | $3,574.78万 | 2.26% | 3,704,439 | 2,337,773 | 171.1% | $2,255.95万 | 加仓 |
| — | RADCOM LTD | $3,678.34万 | 2.32% | 2,608,752 | -557,914 | -17.6% | -$786.66万 | 减仓 |
| PEGA | PEGASYSTEMS INC | $5,342.57万 | 3.37% | 1,782,640 | 1,782,640 | — | $5,342.57万 | 新建仓 |
| ALLT | ALLOT LTD | $8,860.00万 | 5.59% | 10,011,295 | 0 | 0.0% | — | 不变 |
| YEXT | YEXT INC | $8,880.05万 | 5.61% | 19,015,087 | 826,480 | 4.5% | $385.97万 | 加仓 |
| — | 8X8 INC NEW | $1.36亿 | 8.57% | 145,318,000 | 2,097,000 | 1.5% | $195.95万 | 加仓 |
| RPD | RAPID7 INC | $1.40亿 | 8.81% | 144,564,000 | 16,042,000 | 12.5% | $1,548.05万 | 加仓 |
| RPD | RAPID7 INC | $1.44亿 | 9.08% | 168,109,000 | 36,323,000 | 27.6% | $3,105.51万 | 加仓 |
| — | COMMERCE.COM INC | $1.46亿 | 9.25% | 150,000,000 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC | $1.78亿 | 11.25% | 200,219,000 | 14,000,000 | 7.5% | $1,245.51万 | 加仓 |
| PD | PAGERDUTY INC | $2.08亿 | 13.15% | 221,717,000 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $2.20亿 | 13.89% | 6,349,030 | -3,005,646 | -32.1% | -$1.04亿 | 减仓 |