LYNWOOD PRICE CAPITAL MANAGEMENT LP
AUSTIN TX · SEC CIK 0002046605
$2.07亿2026Q2 申报市值
13持仓数
91.5%前十大占比 · 第一大 15.8%
2 / 3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
RPRX 新建仓+$801.80万
APH 加仓+$665.78万
NVDA 加仓+$592.77万
GOOGL 新建仓+$571.79万
V 加仓+$442.59万
2026Q2 卖出最多 按季末市值估算
LPLA 清仓-$1,789.94万
MSFT 清仓-$1,554.71万
UBER 减仓-$484.92万
AMZN 减仓-$191.98万
SPOT 清仓-$176.99万
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 |
|---|---|---|---|---|---|---|---|---|
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -59,500 | -100.0% | -$1,789.94万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -42,000 | -100.0% | -$1,554.71万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -3,650 | -100.0% | -$176.99万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $389.12万 | 1.88% | 10,500 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $571.79万 | 2.76% | 16,000 | 16,000 | — | $571.79万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $801.80万 | 3.87% | 143,000 | 143,000 | — | $801.80万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $988.59万 | 4.77% | 137,000 | -67,200 | -32.9% | -$484.92万 | 减仓 |
| V | VISA INC | $1,042.99万 | 5.04% | 30,400 | 12,900 | 73.7% | $442.59万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $1,526.27万 | 7.37% | 428,125 | 78,125 | 22.3% | $278.52万 | 加仓 |
| KKR | KKR & CO INC | $1,552.23万 | 7.50% | 169,125 | -5,875 | -3.4% | -$53.92万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,713.27万 | 8.27% | 85,625 | 29,625 | 52.9% | $592.77万 | 加仓 |
| AMZN | AMAZON COM INC | $1,893.49万 | 9.14% | 79,445 | -8,055 | -9.2% | -$191.98万 | 减仓 |
| MCK | MCKESSON CORP | $2,158.75万 | 10.42% | 28,570 | 5,170 | 22.1% | $390.65万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $2,281.12万 | 11.02% | 17,125 | 1,925 | 12.7% | $256.42万 | 加仓 |
| APH | AMPHENOL CORP NEW | $2,517.14万 | 12.16% | 142,760 | 37,760 | 36.0% | $665.78万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $3,271.35万 | 15.80% | 68,500 | -1,500 | -2.1% | -$71.64万 | 减仓 |