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CIK: 0001734341
Total reported value
$1.6B
$1.6B
26 檔
39.9%
According to the latest 13F quarterly dataset, Lynrock Lake LP managed an equity portfolio of $1.6B at the end of Q1 2025, spanning 26 distinct U.S. exchange-listed positions.
In Q1 2025, Lynrock Lake LP adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 32 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TDC | Teradata CORP | Stock-Tech | 20.35% | -2.51% | +37.58% | |
| 2 | CMRC 7.5 10-01-28Bond | Commerce.com Inc | Bond | 14.08% | -0.68% | — | |
| 3 | WT 3.25 06-15-26Bond | Wisdomtree Investments | Bond | 11.75% | — | — | |
| 4 | VMEO* | Vimeo Inc | Stock-Other | 7.70% | — | +8.89% | |
| 5 | YEXT | Yext Inc | Stock-Other | 6.92% | +0.83% | +9.46% | |
| 6 | EGHT 4 02-01-28Bond | 8x8 Inc | Bond | 5.85% | -0.57% | +7.85% | |
| 7 | ALLT | Allot Ltd. | Stock-Other | 4.81% | +1.04% | — | |
| 8 | ONTF | On24 Inc | Stock-Other | 3.83% | -4.60% | EXIT | |
| 9 | GPRO 1.25 11-15-25Bond | Gopro Inc | Bond | 3.69% | — | — | |
| 10 | SNAP 0 05-01-27Bond | Snap Inc | Bond | 3.65% | — | -64.00% | |
| 11 | CMRC | Commerce.com Inc | Stock-Other | 3.36% | +0.04% | +17.10% | |
| 12 | PRO 2.25 09-15-27Bond | Pros Holdings Inc | Bond | 3.32% | — | +97.30% | |
| 13 | ✓ | Radcom LTD New | Stock-Other | 2.49% | -0.31% | — | |
| 14 | AIOT | Powerfleet Inc | Stock-Other | 1.87% | +0.04% | -7.17% | |
| 15 | TTGT | Techtarget Inc | Stock-Other | 1.52% | -0.14% | +50.67% | |
| 16 | WT 5.75 08-15-28Bond | Wisdomtree Inc | Bond | 1.01% | — | — | |
| 17 | FIVN 1 03-15-29Bond | Five9 Inc | Bond | 0.78% | +0.14% | — | |
| 18 | MRAM | Everspin Technologies Inc | Stock-Other | 0.78% | -0.55% | +131.97% | |
| 19 | ✓ | Sequans Communications S A | Stock-Other | 0.70% | — | — | |
| 20 | OSS | One Stop Systems Inc | Stock-Other | 0.46% | — | — | |
| 21 | MITK | Mitek Systems Inc | Stock-Other | 0.45% | — | -26.96% | |
| 22 | OSPN | Onespan Inc | Stock-Other | 0.24% | +0.05% | -54.45% | |
| 23 | CMRC 0.25 10-01-26Bond | Commerce.com Inc | Bond | 0.19% | -0.01% | -61.70% | |
| 24 | SVCO | Silvaco Group Inc | Stock-Other | 0.09% | -0.12% | — | |
| 25 | GPRO | Gopro Inc-class A | Stock-Other | 0.09% | — | — | |
| 26 | LTRX | Lantronix Inc | Stock-Other | 0.02% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TDC | Teradata CORP | +3.7% | +37.58% | Add |
| 2 | ✓ | Radcom LTD New | +1.9% | — | Add |
| 3 | AIOT | Powerfleet Inc | +1.7% | -7.17% | Add |
| 4 | LTRX | Lantronix Inc | -0.1% | — | Trim |
| 5 | GPRO | Gopro Inc-class A | -1.2% | — | Trim |
| 6 | ALLT | Allot Ltd. | -4.8% | — | Add |
| 7 | CAMP 2 08-01-25Bond | Calamp CORP | — | EXIT | Sold out |
| 8 | RMBS | Rambus Inc | — | EXIT | Sold out |
| 9 | QUOT 1.75 12-01-22Bond | Quotient Technology Inc | — | EXIT | Sold out |
| 10 | VECO 3.5 01-15-25Bond | Veeco Instruments Inc | — | EXIT | Sold out |
| 11 | CMRC 7.5 10-01-28Bond | Commerce.com Inc | — | NEW | New buy |
| 12 | WT 3.25 06-15-26Bond | Wisdomtree Investments | — | NEW | New buy |
| 13 | VECO 2.7 01-15-23Bond | Veeco Instruments Inc | — | EXIT | Sold out |
| 14 | VMEO* | Vimeo Inc | — | NEW | New buy |
| 15 | YEXT | Yext Inc | — | NEW | New buy |
| 16 | EGHT 4 02-01-28Bond | 8x8 Inc | — | NEW | New buy |
| 17 | ONTF | On24 Inc | — | NEW | New buy |
| 18 | GPRO 1.25 11-15-25Bond | Gopro Inc | — | NEW | New buy |
| 19 | SNAP 0 05-01-27Bond | Snap Inc | — | NEW | New buy |
| 20 | ABT2EUR | Absolute Software Corporatio | — | EXIT | Sold out |
| 21 | CMRC | Commerce.com Inc | — | NEW | New buy |
| 22 | PRO 2.25 09-15-27Bond | Pros Holdings Inc | — | NEW | New buy |
| 23 | RMBS 1.375 02-01-23Bond | Rambus Inc | — | EXIT | Sold out |
| 24 | SQNS | Sequans Communications S.A. | — | EXIT | Sold out |
| 25 | BOX | Box Inc - Class A | — | EXIT | Sold out |
| 26 | TTGT | Techtarget Inc | — | NEW | New buy |
| 27 | ASUR | Asure Software Inc | — | EXIT | Sold out |
| 28 | CVLT | Commvault Systems Inc | — | EXIT | Sold out |
| 29 | QUOTUSD | Quotient Technology Inc | — | EXIT | Sold out |
| 30 | BNFT 1.25 12-15-23Bond | Benefitfocus Inc | — | EXIT | Sold out |
| 31 | WT 5.75 08-15-28Bond | Wisdomtree Inc | — | NEW | New buy |
| 32 | FEYECHF | Mandiant Inc | — | EXIT | Sold out |
| 33 | FIVN 1 03-15-29Bond | Five9 Inc | — | NEW | New buy |
| 34 | MRAM | Everspin Technologies Inc | — | NEW | New buy |
| 35 | DSPGEUR | Dsp Group Inc | — | EXIT | Sold out |
| 36 | ✓ | Sequans Communications S A | — | NEW | New buy |
| 37 | MX | Magnachip Semiconductor CORP | — | EXIT | Sold out |
| 38 | CLDR | Cloudera Inc | — | EXIT | Sold out |
| 39 | CYBE1EUR | Cyberoptics CORP | — | EXIT | Sold out |
| 40 | OSS | One Stop Systems Inc | — | NEW | New buy |
| 41 | MITK | Mitek Systems Inc | — | NEW | New buy |
| 42 | SWCHF | Sierra Wireless Inc | — | EXIT | Sold out |
| 43 | VECO | Veeco Instruments Inc | — | EXIT | Sold out |
| 44 | 6SS | Servicesource International | — | EXIT | Sold out |
| 45 | OSPN | Onespan Inc | — | NEW | New buy |
| 46 | CMRC 0.25 10-01-26Bond | Commerce.com Inc | — | NEW | New buy |
| 47 | ✓ | Lightning Emotors, Inc | — | EXIT | Sold out |
| 48 | AIRG | Airgain Inc | — | EXIT | Sold out |
| 49 | ONTO | Onto Innovation Inc | — | EXIT | Sold out |
| 50 | SVCO | Silvaco Group Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Lynrock Lake LP reported a total U.S. public equity portfolio value of $1.6B across 26 disclosed positions in Q1 2025.
During Q1 2025, Lynrock Lake LP's top holdings by market value included TDC (20.4%)、CMRC 7.5 10-01-28 (14.1%)、WT 3.25 06-15-26 (11.8%). The largest single position, TDC, represented 20.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TDC, CMRC 7.5 10-01-28, WT 3.25 06-15-26) accounted for 39.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
CMRC 7.5 10-01-28
市值: $146.4M
Top Position Liquidated / Trimmed
CAMP 2 08-01-25
前期市值: $202.0M
In Q1 2025, Lynrock Lake LP made 58 total portfolio adjustments, initiating 20 new buys, adding to 4 positions, trimming 2 holdings, and fully liquidating 32 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.