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True Wind Capital Management, L.P.

hedge fundUpdated 56 days ago

Managed by True Wind Capital Management, L.P. • Latest filing Q2 2026

Portfolio value
$225.8M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
3.8%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table
PeriodPortfolio value
Q1 2023$200.1M
Q2 2023$246.7M
Q3 2023$248.1M
Q4 2023$337.4M
Q1 2024$195.6M
Q2 2024$202.1M
Q3 2024$243.7M
Q4 2024$350.4M
Q1 2025$290.1M
Q2 2025$236.4M
Q3 2025$272.8M
Q4 2025$261.6M
Q1 2026$200.4M
Q2 2026$225.8M

Top holdings

2 positions as of Q2 2026

View filing
C

CELLEBRITE DI LTD

Unchanged
Value
$202.4M
Shares
13.86M
% Port
89.61%
L

OPEN LENDING CORP

Unchanged
Value
$23.5M
Shares
7.55M
% Port
10.39%

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