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Lynch Investment Planning, LLC
hedge fundUpdated 9 days agoManaged by Lynch Investment Planning, Llc • Latest filing Q3 2026
Portfolio value
$136.3M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
42.8%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $104.4M |
| Q1 2026 | $111.3M |
| Q2 2026 | $130.2M |
| Q3 2026 | $136.3M |
Top holdings
233 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $16M | 183.6K | 11.72% | Trimmed(-13.0%) | |
| 2 | $14.3M | 18.7K | 10.46% | Added(+3.5%) | |
| 3 | $11.3M | 148.2K | 8.31% | Added(+11.6%) | |
| 4 | ? N/A DFA INVT DIMENSIONS GROUP IN | $9.9M | 236.1K | 7.26% | — |
| 5 | $8.8M | 91.1K | 6.47% | Added(+6.6%) | |
| 6 | $7.8M | 25.7K | 5.73% | Added(+8.9%) | |
| 7 | $6.4M | 47.3K | 4.72% | Added(+7.2%) | |
| 8 | $5.7M | 11.1K | 4.16% | Added(+1.6%) | |
| 9 | $5.4M | 57.0K | 3.96% | Trimmed(-8.4%) | |
| 10 | $5.2M | 24.1K | 3.82% | Added(+58.3%) | |
| 11 | $4.9M | 65.6K | 3.63% | Added(+1.4%) | |
| 12 | $3.3M | 22.6K | 2.43% | Added(+2.6%) | |
| 13 | $2.5M | 7.5K | 1.83% | Trimmed(-3.3%) | |
| 14 | $2.4M | 6.2K | 1.75% | Trimmed(-12.8%) | |
| 15 | $2.4M | 6.9K | 1.73% | Trimmed(-2.2%) | |
| 16 | $1.6M | 2.2K | 1.18% | Trimmed(-10.0%) | |
| 17 | $1.5M | 3.0K | 1.12% | Trimmed(-3.5%) | |
| 18 | $1.4M | 20.1K | 1.06% | Trimmed(-4.5%) | |
| 19 | $1.2M | 4.7K | 0.86% | Trimmed(-4.1%) | |
| 20 | $1.2M | 23.4K | 0.86% | Trimmed(-7.3%) |