2026 Q2 Portfolio Activity
In 2026 Q2, True Wind Capital Management, L.P. maintained a portfolio of 2 distinct positions.
Position History
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Total Positions
2
Quarter
2026 Q2
Top Holding
CLBT (89.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-2 of 2
True Wind Capital Management, L.P. Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CLBT
CELLEBRITE DI L...
|
Technology | 89.61% | 95.29% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
13,861,007 | $202,370,702 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
LPRO
OPEN LENDING CO...
|
Financial Services | 10.39% | 4.71% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
7,545,144 | $23,465,398 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 |
Showing 1-2 of 2 holdings