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Lynrock Lake LP

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1734341
Institutional-grade research for retail investors

Sector Allocation

  • Technology97.7%$1.5B
  • Communication Services2.0%$31.5M
  • Healthcare0.3%$4.5M
  • Other0.0%$518,500
  • Financials0.0%$509,000

AUM History

13fpro.ai/research/fund/lynrock-lake-lp-1734341

Conviction and streaks

Diversifying · top 10 = 88.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

TDC$TDCConviction hold13.9% weight · held 10 quartersPD$PDConviction hold13.2% weight · held 5 quartersCMRC$CMRCConviction hold9.3% weight · held 8 quartersRPD$RPDConviction hold9.1% weight · held 5 quartersRPD$RPDConviction hold8.8% weight · held 4 quartersYEXT$YEXTAccumulating+185% shares · 9 quarters runningEGHT$EGHTAccumulating+117% shares · 6 quarters runningTTGT$TTGTAccumulating+1136% shares · 6 quarters runningRPD$RPDAccumulating+2142% shares · 4 quarters runningFIVN$FIVNAccumulating+2008% shares · 3 quarters runningMRAM$MRAMTrimming-99% shares · 3 quarters runningTDC$TDCTrimming-33% shares · 2 quarters runningSVCO$SVCOTrimming-92% shares · 2 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/lynrock-lake-lp-1734341

Lynrock Lake LP 13F holdings — Q2 2026

$1.6B portfolio (+8.3% QoQ) · 27 holdings · Q2 2026 13F · top 10 are 89% of the stock portfolio

All holdings — Lynrock Lake LP (Q2 2026)

27 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
RDCM$RDCMRADCOM LTD$36.8M-18%
PD$PDPagerDuty, Inc.$35.7M+171%
TTGT$TTGTTechTarget, Inc.$31.5M+9%
BL$BLBLACKLINE, INC.$29.9MNew
CMRC$CMRCCommerce.com, Inc.$27.4M—
AIOT$AIOTPowerfleet, Inc.$5.4M—
QTI$QTIQT IMAGING HOLDINGS, INC.$4.5M-4%
OSPN$OSPNOneSpan Inc.$4.3M—
CMRC$CMRCCommerce.com, Inc.note$2.2M—
SQNS$SQNSSEQUANS COMMUNICATIONSadr$907K—
SVCO$SVCOSilvaco Group, Inc.$552K-87%
— GIGCAPITAL9 CORP - UNIT 12/01/2030lp unit$519K—
GIW$GIWGigCapital8 Corp.lp unit$509K—
MRAM$MRAMEVERSPIN TECHNOLOGIES INC.$468K-98%
MITK$MITKMITEK SYSTEMS INC$13K—

What changed in Q2 2026

Against the previous quarter's 13F: 2 new, 7 added to, 5 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

  • PEGA$PEGAPEGASYSTEMS INC$53.4M

    first bought this quarter

  • BL$BLBLACKLINE, INC.$29.9M

    first bought this quarter

Added to (7)

  • RPD$RPDRapid7, Inc.+28%

    now $143.7M · held 5 qtrs, 5 adds in a row

  • FIVN$FIVNFive9, Inc.+8%

    now $178.1M · held 3 qtrs, 3 adds in a row

  • YEXT$YEXTYext, Inc.+5%

    now $88.8M · held 10+ qtrs, 7 adds in a row

  • TTGT$TTGTTechTarget, Inc.+9%

    now $31.5M · held 10+ qtrs, 5 adds in a row

  • EGHT$EGHT8X8 INC /DE/+1%

    now $135.8M · held 10+ qtrs, 6 adds in a row

+2 more in the Excel export

Trimmed (5)

  • TDC$TDCTERADATA CORP /DE/-32%

    now $220.0M · held 10+ qtrs

  • MRAM$MRAMEVERSPIN TECHNOLOGIES INC.-98%

    now $468K · held 7 qtrs, 3 trims in a row

  • RDCM$RDCMRADCOM LTD-18%

    now $36.8M · held 10+ qtrs

  • SVCO$SVCOSilvaco Group, Inc.-87%

    now $552K · held 9 qtrs, 2 trims in a row

  • QTI$QTIQT IMAGING HOLDINGS, INC.-4%

    now $4.5M · held 2 qtrs

Sold out (2)

  • ONTF$ONTFON24 INC.was $67.2M

    held 9+ qtrs

  • GTM$GTMZoomInfo Technologies Inc.was $12.4M

    held 1 qtr

Firm AUM (Form ADV): $2.9B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Lynrock Lake LP has filed, 30 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Lynrock Lake?

Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Lynrock Lake's top 20 holdings: 54/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

+31.1%

Value-weighted move of the 10 largest stock positions

Turnover

10%

Last quarter; 49% over the last 4

Top 10 weight

89%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

83%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Lynrock Lake LP disclosed 27 positions worth $1.6B in its Form 13F-HR for Q2 2026, led by $TDC (TERADATA CORP /DE/) at 13.9% of the equity portfolio, followed by $PD and $FIVN. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $PEGA and a full exit from $ONTF. The portfolio is most concentrated in Technology (97.7% of disclosed assets). All figures are sourced directly from Lynrock Lake LP’s Form 13F-HR filing with the SEC under CIK 1734341.

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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 an AI quality ranking built from its SEC filings (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.