LYNWOOD PRICE CAPITAL MANAGEMENT LP
AUSTIN TX · SEC CIK 0002046605
$1.86亿2026Q1 申报市值
14持仓数
89.8%前十大占比 · 第一大 12.7%
2 / 0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
APH 加仓+$530.67万
MAR 新建仓+$343.42万
KKR 加仓+$323.75万
PRM 加仓+$256.41万
V 加仓+$211.57万
2026Q1 卖出最多 按季末市值估算
MCK 减仓-$501.91万
MSFT 减仓-$388.68万
LPLA 减仓-$315.87万
TDG 减仓-$266.56万
UBER 减仓-$221.54万
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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2,365.65万 | 12.71% | 70,000 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $2,024.94万 | 10.88% | 23,400 | -5,800 | -19.9% | -$501.91万 | 减仓 |
| AMZN | AMAZON COM INC | $1,822.36万 | 9.79% | 87,500 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $1,789.94万 | 9.62% | 59,500 | -10,500 | -15.0% | -$315.87万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1,761.62万 | 9.46% | 15,200 | -2,300 | -13.1% | -$266.56万 | 减仓 |
| KKR | KKR & CO INC | $1,618.75万 | 8.70% | 175,000 | 35,000 | 25.0% | $323.75万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,554.71万 | 8.35% | 42,000 | -10,500 | -20.0% | -$388.68万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,468.81万 | 7.89% | 204,200 | -30,800 | -13.1% | -$221.54万 | 减仓 |
| APH | AMPHENOL CORP NEW | $1,326.67万 | 7.13% | 105,000 | 42,000 | 66.7% | $530.67万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $976.64万 | 5.25% | 56,000 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $854.70万 | 4.59% | 350,000 | 105,000 | 42.9% | $256.41万 | 加仓 |
| V | VISA INC | $528.92万 | 2.84% | 17,500 | 7,000 | 66.7% | $211.57万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $343.42万 | 1.84% | 10,500 | 10,500 | — | $343.42万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $176.99万 | 0.95% | 3,650 | 3,650 | — | $176.99万 | 新建仓 |