StockDriftsStockDriftsTop 20 Lynrock Lake LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TDC | TERADATA CORP DEL | 13.89% | 6.35M | $220.0M | -32.13%(-3.01M) | $28.63(-3.33%) | 2026-06-30 | |
| YEXT | YEXT INC | 5.61% | 19.02M | $88.8M | +4.54%(+826.48K) | $6.48(-8.54%) | 2026-06-30 | |
| ALLT | ALLOT LTD | 5.59% | 10.01M | $88.6M | +0.00%(+0) | $7.64(+0.09%) | 2026-06-30 | |
| PEGA | PEGASYSTEMS INC | 3.37% | 1.78M | $53.4M | new | $20.26(+59.51%) | 2026-06-30 | |
| RDCM | RADCOM LTD | 2.32% | 2.61M | $36.8M | -17.62%(-557.91K) | $11.55(-9.21%) | 2026-06-30 | |
| PD | PAGERDUTY INC | 2.26% | 3.70M | $35.7M | +171.06%(+2.34M) | $12.35(-3.62%) | 2026-06-30 | |
| TTGT | TECHTARGET INC | 1.99% | 8.75M | $31.5M | +9.22%(+738.59K) | $9.83(-60.84%) | 2026-06-30 | |
| BL | BLACKLINE INC | 1.89% | 1.07M | $29.9M | new | $32.28(-5.42%) | 2026-06-30 | |
| CMRC | COMMERCE.COM INC | 1.73% | 9.27M | $27.4M | +0.00%(+0) | $10.72(-79.56%) | 2026-06-30 | |
| AIOT | POWERFLEET INC | 0.34% | 1.42M | $5.4M | +0.00%(+0) | $6.42(-51.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +1.14% | +3.45% | -4.21% | -19.34% |
| Top 20 Holdings Unweighted | +6.99% | +22.47% | -2.97% | -13.98% |
Lynrock Lake LP reports $1.58B in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are TDC (13.9%), YEXT (5.6%) and ALLT (5.6%). The top 20 holdings account for 39.73% of reported assets. Its disclosed equity book has returned +3.45% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lynrock Lake LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1734341). View Lynrock Lake LP’s 13F filings on SEC