2026 Q1 Portfolio Activity
In 2026 Q1, Lynrock Lake LP maintained a portfolio of 31 distinct positions. The most significant new addition was ZOOMINFO TECHNOLOGIES INC, now representing 0.85% of the total fund value. They heavily accumulated shares in PAGERDUTY INC, increasing the position by 10084.5%. Conversely, Lynrock Lake LP completely exited their position in PAGERDUTY INC.
Position History
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Total Positions
31
Quarter
2026 Q1
Top Holding
TDC (16.4%)
Top 10 Concentration
90.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-31 of 31
Lynrock Lake LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TDC
TERADATA CORP D...
|
Technology | 16.40% | 18.90% |
#1
Prev: #1
|
6.5 | -61,990 | -0.7% |
P
S
|
9,354,676 | $239,760,346 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
PAGERDUTY INC
|
|
Bond/Debt | 13.72% | 11.23% |
#2
Prev: #2
|
8.0 | 43,422,000 | 24.4% |
P
S
|
221,717,000 | $200,598,456 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
N/A
FIVE9 INC
|
|
Bond/Debt | 11.11% | 6.77% |
#3
3
Prev: #6
|
8.0 | 72,400,000 | 63.6% |
P
S
|
186,219,000 | $162,476,078 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
N/A
COMMERCE.COM IN...
|
|
Bond/Debt | 9.93% | 9.89% |
#4
1
Prev: #3
|
5.5 | no change | no change |
P
S
|
150,000,000 | $145,218,750 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
N/A
8X8 INC NEW
|
|
Bond/Debt | 9.14% | 6.54% |
#5
2
Prev: #7
|
6.7 | 31,291,000 | 28.0% |
P
S
|
143,221,000 | $133,644,241 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
N/A
RAPID7 INC
|
|
Bond/Debt | 8.30% | 8.25% |
#6
2
Prev: #4
|
3.8 | -3,500,000 | -2.7% |
P
S
|
128,522,000 | $121,324,790 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
N/A
RAPID7 INC
|
|
Bond/Debt | 7.60% | 4.95% |
#7
2
Prev: #9
|
6.0 | 49,762,000 | 60.7% |
P
S
|
131,786,000 | $111,029,725 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
YEXT
YEXT INC
|
Technology | 4.78% | 8.04% |
#8
3
Prev: #5
|
4.4 | 3,056,223 | 20.2% |
P
S
|
18,188,607 | $69,844,251 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ONTF
ON24 INC
|
Technology | 4.60% | 4.35% |
#9
1
Prev: #10
|
2.8 | no change | no change |
P
S
|
8,293,974 | $67,181,189 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ALLT
ALLOT LTD
|
Technology | 4.56% | 6.49% |
#10
2
Prev: #8
|
2.8 | no change | no change |
P
S
|
10,011,295 | $66,675,225 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RDCM
RADCOM LTD
|
Communication Services | 2.63% | 2.11% |
#11
2
Prev: #13
|
3.6 | 724,891 | 29.7% |
P
S
|
3,166,666 | $38,506,659 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TTGT
TECHTARGET INC
|
Technology | 2.13% | 1.21% |
#12
3
Prev: #15
|
3.9 | 4,627,337 | 136.7% |
P
S
|
8,013,250 | $31,091,410 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BIGC
COMMERCE.COM IN...
|
Unknown | 1.69% | 2.52% |
#13
1
Prev: #12
|
1.7 | no change | no change |
P
S
|
9,266,666 | $24,741,998 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GTM
ZOOMINFO TECHNO...
|
Technology | 0.85% | — |
#14
Prev: #—
|
3.8 | 2,066,666 | — |
NEW
|
2,066,666 | $12,358,663 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MRAM
EVERSPIN TECHNO...
|
Technology | 0.58% | 1.06% |
#15
2
Prev: #17
|
0.2 | -766,069 | -44.1% |
P
S
|
969,635 | $8,523,092 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PD
PAGERDUTY INC
|
Technology | 0.58% | 0.33% |
#16
4
Prev: #20
|
3.2 | 979,962 | 253.4% |
P
S
|
1,366,666 | $8,486,996 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
QT IMAGING HLDG...
|
|
Unknown | 0.46% | — |
#17
Prev: #—
|
3.7 | 1,154,588 | — |
NEW
|
1,154,588 | $6,777,432 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
AIOT
POWERFLEET INC
|
Technology | 0.30% | 0.67% |
#18
Prev: #18
|
0.1 | -490,582 | -25.7% |
P
S
|
1,417,873 | $4,367,049 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OSPN
ONESPAN INC
|
Technology | 0.22% | 0.37% |
#19
Prev: #19
|
0.1 | -131,774 | -30.5% |
P
S
|
300,666 | $3,166,013 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SVCO
SILVACO GROUP I...
|
Technology | 0.15% | 0.13% |
#20
4
Prev: #24
|
0.1 | -157,347 | -33.3% |
P
S
|
315,417 | $2,233,152 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
COMMERCE.COM IN...
|
|
Bond/Debt | 0.15% | 0.14% |
#21
2
Prev: #23
|
0.6 | 50,000 | 2.3% |
P
S
|
2,227,000 | $2,171,325 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
SQNS
SEQUANS COMMUNI...
|
Technology | 0.05% | 0.03% |
#22
4
Prev: #26
|
3.0 | 172,959 | 184.6% |
P
S
|
266,666 | $674,665 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
GIGCAPITAL9 COR...
|
|
Unknown | 0.03% | — |
#24
Prev: #—
|
3.5 | 50,000 | — |
NEW
|
50,000 | $486,870 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
N/A
GIGCAPITAL8 COR...
|
|
Unknown | 0.03% | — |
#23
Prev: #—
|
3.5 | 50,000 | — |
NEW
|
50,000 | $486,870 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
MITK
MITEK SYS INC
|
Technology | 0.00% | 0.32% |
#25
4
Prev: #21
|
0.0 | -463,100 | -99.9% |
P
S
|
666 | $8,991 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
OSS
ONE STOP SYS IN...
|
Technology | 0.00% | 0.32% |
#26
4
Prev: #22
|
0.0 | -665,252 | -99.9% |
P
S
|
666 | $5,042 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LTRX
LANTRONIX INC
|
Technology | 0.00% | 0.10% |
#27
2
Prev: #25
|
0.0 | -266,000 | -99.8% |
P
S
|
666 | $3,490 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XPER
XPERI INC
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #27) |
0.0 | -44,717 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JAMF
JAMF HLDG CORP
|
Unknown | 0.00% | 1.17% |
Sold All 😨
(Was: #16) |
0.0 | -1,366,666 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
VARONIS SYS INC
|
|
Bond/Debt | 0.00% | 1.50% |
Sold All 😨
(Was: #14) |
0.0 | -24,500,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
N/A
JAMF HLDG CORP
|
|
Bond/Debt | 0.00% | 2.60% |
Sold All 😨
(Was: #11) |
0.0 | -39,842,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-31 of 31 holdings