Lynrock Lake LP 13F 持仓 · 2026年Q2
Lynrock Lake 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 15.84 亿美元。前几大持仓：TDC（13.89%）、PD（13.15%）、FIVN（11.25%）。本季前 25 大持仓中：新建仓 2 只、增持 7 只、减持 5 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TDC | TERADATA CORP DEL | $220.0M | 13.89% | 6.3M | 减持 |
| 2 | PD | PAGERDUTY INC | $208.3M | 13.15% | 0 | 持平 |
| 3 | FIVN | FIVE9 INC | $178.1M | 11.25% | 0 | 增持 |
| 4 | CMRC | COMMERCE.COM INC | $146.5M | 9.25% | 0 | 持平 |
| 5 | RPD | RAPID7 INC | $143.7M | 9.08% | 0 | 增持 |
| 6 | RPD | RAPID7 INC | $139.5M | 8.81% | 0 | 增持 |
| 7 | EGHT | 8X8 INC NEW | $135.8M | 8.57% | 0 | 增持 |
| 8 | YEXT | YEXT INC | $88.8M | 5.61% | 19.0M | 增持 |
| 9 | ALLT | ALLOT LTD | $88.6M | 5.59% | 10.0M | 持平 |
| 10 | PEGA | PEGASYSTEMS INC | $53.4M | 3.37% | 1.8M | 新建仓 |
| 11 | RDCM | RADCOM LTD | $36.8M | 2.32% | 2.6M | 减持 |
| 12 | PD | PAGERDUTY INC | $35.7M | 2.26% | 3.7M | 增持 |
| 13 | TTGT | TECHTARGET INC | $31.5M | 1.99% | 8.8M | 增持 |
| 14 | BL | BLACKLINE INC | $29.9M | 1.89% | 1.1M | 新建仓 |
| 15 | CMRC | COMMERCE.COM INC | $27.4M | 1.73% | 9.3M | 持平 |
| 16 | AIOT | POWERFLEET INC | $5.4M | 0.34% | 1.4M | 持平 |
| 17 | QTI | QT IMAGING HLDGS INC | $4.5M | 0.29% | 1.1M | 减持 |
| 18 | OSPN | ONESPAN INC | $4.3M | 0.27% | 300,666 | 持平 |
| 19 | CMRC | COMMERCE.COM INC | $2.2M | 0.14% | 0 | 持平 |
| 20 | SQNS | SEQUANS COMMUNICATIONS S A | $906,664 | 0.06% | 266,666 | 持平 |
| 21 | GIWWU | GIGCAPITAL8 CORP | $509,000 | 0.03% | 50,000 | 持平 |
| 22 | GIXXU | GIGCAPITAL9 CORP | $518,500 | 0.03% | 50,000 | 持平 |
| 23 | MRAM | EVERSPIN TECHNOLOGIES INC | $468,415 | 0.03% | 19,372 | 减持 |
| 24 | SVCO | SILVACO GROUP INC | $551,600 | 0.03% | 40,000 | 减持 |
| 25 | GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR