Lynrock Lake LP

hedge fundUpdated 27 days ago

Managed by Lynrock Lake Lp • Latest filing Q2 2026

Portfolio value

$1.6B

Q2 2026

Filings

17

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

-7.6%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 17 quarters

Show data table

Period	Portfolio value
Q2 2022	$2B
Q3 2022	$2.2B
Q4 2022	$2.1B
Q1 2023	$2.1B
Q2 2023	$2.4B
Q3 2023	$2.3B
Q4 2023	$1.8B
Q1 2024	$1.9B
Q2 2024	$1.5B
Q3 2024	$1.3B
Q4 2024	$1.5B
Q1 2025	$1B
Q2 2025	$1.1B
Q3 2025	$1.2B
Q4 2025	$1.5B
Q1 2026	$1.5B
Q2 2026	$1.6B

Top holdings

27 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	T TDC TERADATA CORP DEL	$220M	6.35M	13.89%	—
2	? N/A PAGERDUTY INC	$208.3M	221.72M	13.15%	—
3	? N/A FIVE9 INC	$178.1M	200.22M	11.25%	—
4	? N/A COMMERCE.COM INC	$146.5M	150.00M	9.25%	—
5	? N/A RAPID7 INC	$143.7M	168.11M	9.08%	—
6	? N/A RAPID7 INC	$139.5M	144.56M	8.81%	—
7	? N/A 8X8 INC NEW	$135.8M	145.32M	8.57%	—
8	? N/A YEXT INC	$88.8M	19.02M	5.61%	—
9	A ALLT ALLOT LTD	$88.6M	10.01M	5.59%	—
10	P PEGA PEGASYSTEMS INC	$53.4M	1.78M	3.37%	—
11	R RDCM RADCOM LTD	$36.8M	2.61M	2.32%	—
12	P PD PAGERDUTY INC	$35.7M	3.70M	2.26%	—
13	? N/A TECHTARGET INC	$31.5M	8.75M	1.99%	—
14	B BL BLACKLINE INC	$29.9M	1.07M	1.89%	—
15	B BH COMMERCE.COM INC	$27.4M	9.27M	1.73%	—
16	A AIOT POWERFLEET INC	$5.4M	1.42M	0.34%	—
17	Q QTIWW QT IMAGING HLDGS INC	$4.5M	1.11M	0.29%	—
18	O OSPN ONESPAN INC	$4.3M	300.7K	0.27%	—
19	? N/A COMMERCE.COM INC	$2.2M	2.23M	0.14%	—
20	S SQNS SEQUANS COMMUNICATIONS S A	$907K	266.7K	0.06%	—

T

TERADATA CORP DEL

Value

$220M

Shares

6.35M

% Port

13.89%

?

2.N/A

PAGERDUTY INC

Value

$208.3M

Shares

221.72M

% Port

13.15%

?

3.N/A

FIVE9 INC

Value

$178.1M

Shares

200.22M

% Port

11.25%

?

4.N/A

COMMERCE.COM INC

Value

$146.5M

Shares

150.00M

% Port

9.25%

?

5.N/A

RAPID7 INC

Value

$143.7M

Shares

168.11M

% Port

9.08%

?

6.N/A

RAPID7 INC

Value

$139.5M

Shares

144.56M

% Port

8.81%

?

7.N/A

8X8 INC NEW

Value

$135.8M

Shares

145.32M

% Port

8.57%

?

8.N/A

YEXT INC

Value

$88.8M

Shares

19.02M

% Port

5.61%

A

ALLOT LTD

Value

$88.6M

Shares

10.01M

% Port

5.59%

P

PEGASYSTEMS INC

Value

$53.4M

Shares

1.78M

% Port

3.37%

R

RADCOM LTD

Value

$36.8M

Shares

2.61M

% Port

2.32%

P

12.PD

PAGERDUTY INC

Value

$35.7M

Shares

3.70M

% Port

2.26%

?

13.N/A

TECHTARGET INC

Value

$31.5M

Shares

8.75M

% Port

1.99%

B

14.BL

BLACKLINE INC

Value

$29.9M

Shares

1.07M

% Port

1.89%

B

15.BH

COMMERCE.COM INC

Value

$27.4M

Shares

9.27M

% Port

1.73%

A

POWERFLEET INC

Value

$5.4M

Shares

1.42M

% Port

0.34%

Q

QT IMAGING HLDGS INC

Value

$4.5M

Shares

1.11M

% Port

0.29%

O

ONESPAN INC

Value

$4.3M

Shares

300.7K

% Port

0.27%

?

19.N/A

COMMERCE.COM INC

Value

$2.2M

Shares

2.23M

% Port

0.14%

S

SEQUANS COMMUNICATIONS S A

Value

$907K

Shares

266.7K

% Port

0.06%

View full portfolio (27 holdings) →

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