StockDriftsStockDriftsTop 2 True Wind Capital Management, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CLBT | CELLEBRITE DI LTD | 89.61% | 13.86M | $202.4M | +0.00%(+0) | $10.30(+54.48%) | 2026-06-30 | |
| LPRO | OPEN LENDING CORP | 10.39% | 7.55M | $23.5M | +0.00%(+0) | $29.27(-89.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.46% | +24.07% | — | — | -21.30% |
| Top 20 Holdings Unweighted | -0.62% | -1.86% | — | — | -33.40% |
True Wind Capital Management, L.P. reports $225.84M in US-listed equity holdings across 2 positions in its most recent 13F filing. Its largest disclosed positions are CLBT (89.6%) and LPRO (10.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +24.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from True Wind Capital Management, L.P.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1824827). View True Wind Capital Management, L.P.’s 13F filings on SEC