Lynrock Lake LP
13F Reported Value
ⓘ$1.5B
Holdings
27
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Lynrock Lake LP disclosed 27 positions worth $1.5B in its Form 13F-HR for Q1 2026, led by $TDC (TERADATA CORP /DE/) at 16.4% of the equity portfolio, followed by $PD and $FIVN. During the quarter the fund opened 3 new positions and exited 4 — including a new stake in $GTM. The portfolio is most concentrated in Technology (97.3% of disclosed assets). All figures are sourced directly from Lynrock Lake LP’s Form 13F-HR filing with the SEC under CIK 1734341.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 69.0#388
Quality
$239.8M9,354,676 sh - 66.6#515
Quality
$200.6M221,717,000 sh - 58.1#1,007
Quality
$162.5M186,219,000 sh - 43.7
Quality
$145.2M150,000,000 sh - 45.1
Quality
$133.6M143,221,000 sh - 52.4
Quality
$121.3M128,522,000 sh - 52.4
Quality
$111.0M131,786,000 sh - 55.0
Quality
$69.8M18,188,607 sh - 21.2
Quality
$67.2M8,293,974 sh - —
Quality
$66.7M10,011,295 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TERADATA CORP /DE/$TDC | 69.0#388 | $239.8M | 9,354,676 |
 PagerDuty, Inc.$PD | 66.6#515 | $200.6M | 221,717,000 |
 Five9, Inc.$FIVN | 58.1#1,007 | $162.5M | 186,219,000 |
 Commerce.com, Inc.$CMRC | 43.7 | $145.2M | 150,000,000 |
 8X8 INC /DE/$EGHT | 45.1 | $133.6M | 143,221,000 |
 Rapid7, Inc.$RPD | 52.4 | $121.3M | 128,522,000 |
| Rapid7, Inc.$RPD | 52.4 | $111.0M | 131,786,000 |
 Yext, Inc.$YEXT | 55.0 | $69.8M | 18,188,607 |
 ON24 INC.$ONTF | 21.2 | $67.2M | 8,293,974 |
 Allot Ltd.$ALLT | — | $66.7M | 10,011,295 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lynrock Lake LP's 27 positions.
Showing top 10 of 27 holdings.
Sector Allocation
Technology
$1.4B
Communication Services
$31.1M
Healthcare
$6.8M
Financials
$486,870
Other
$486,870
Full Holdings — Lynrock Lake LP (Q1 2026)
All 27 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TDC | TERADATA CORP /DE/ | $239.8M | 16.4% | -1% | 69 |
| 2 | $PD | PagerDuty, Inc. | $200.6M | 13.7% | +24% | 66.6 |
| 3 | $FIVN | Five9, Inc. | $162.5M | 11.1% | +64% | 58.1 |
| 4 | $CMRC | Commerce.com, Inc. | $145.2M | 9.9% | +0% | 43.7 |
| 5 | $EGHT | 8X8 INC /DE/ | $133.6M | 9.1% | +28% | 45.1 |
| 6 | $RPD | Rapid7, Inc. | $121.3M | 8.3% | -3% | 52.4 |
| 7 | $RPD | Rapid7, Inc. | $111.0M | 7.6% | +61% | 52.4 |
| 8 | $YEXT | Yext, Inc. | $69.8M | 4.8% | +20% | 55 |
| 9 | $ONTF | ON24 INC. | $67.2M | 4.6% | +0% | 21.2 |
| 10 | $ALLT | Allot Ltd. | $66.7M | 4.6% | +0% | — |
| 11 |  $RDCM | RADCOM LTD | $38.5M | 2.6% | +30% | — |
| 12 |  $TTGT | TechTarget, Inc. | $31.1M | 2.1% | +137% | 19.5 |
| 13 | $CMRC | Commerce.com, Inc. | $24.7M | 1.7% | +0% | 43.7 |
| 14 |  $GTM | ZoomInfo Technologies Inc. | $12.4M | 0.8% | NEW | 57 |
| 15 |  $MRAM | EVERSPIN TECHNOLOGIES INC. | $8.5M | 0.6% | -44% | 25.3 |
| 16 | $PD | PagerDuty, Inc. | $8.5M | 0.6% | +253% | 66.6 |
| 17 |  $QTI | QT IMAGING HOLDINGS, INC. | $6.8M | 0.5% | NEW | — |
| 18 |  $AIOT | Powerfleet, Inc. | $4.4M | 0.3% | -26% | 44.8 |
| 19 |  $OSPN | OneSpan Inc. | $3.2M | 0.2% | -30% | 58 |
| 20 |  $SVCO | Silvaco Group, Inc. | $2.2M | 0.1% | -33% | 30.4 |
| 21 | $CMRC | Commerce.com, Inc. | $2.2M | 0.1% | +2% | 43.7 |
| 22 |  $SQNS | SEQUANS COMMUNICATIONS | $674,665 | 0.1% | +185% | — |
| 23 |  $GIW | GigCapital8 Corp. | $486,870 | 0.0% | +0% | — |
| 24 | — | GIGCAPITAL9 CORP | $486,870 | 0.0% | NEW | — |
| 25 |  $MITK | MITEK SYSTEMS INC | $8,991 | 0.0% | -100% | 56.2 |
| 26 |  $OSS | ONE STOP SYSTEMS, INC. | $5,042 | 0.0% | -100% | 19.5 |
| 27 |  $LTRX | LANTRONIX INC | $3,490 | 0.0% | -100% | 29.8 |
New Positions (3)
Exited Positions (4)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Lynrock Lake LP including:
Track Lynrock Lake LP's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Lynrock Lake LP and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Lynrock Lake LP
13F Pro is an AI hedge fund tracker and stock research platform. For Lynrock Lake LP (SEC CIK: 1734341), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Lynrock Lake LP's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.