Latest True Wind Capital Management, L.P. Stock Portfolio

About True Wind Capital Management, L.P. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, True Wind Capital Management, L.P. reported an equity portfolio of $261.6 Millions as of 31 Dec, 2025.

The top stock holdings of True Wind Capital Management, L.P. are CLBT, LPRO. The fund has invested 95.5% of it's portfolio in CELLEBRITE DI LTD and 4.5% of portfolio in OPEN LENDING CORP.

True Wind Capital Management, L.P. Annual Return Estimates Vs S&P 500

Performance

New Buys

No new stocks were added by True Wind Capital Management, L.P.

Additions

No additions were made to existing positions by True Wind Capital Management, L.P.

Reductions

None of the existing positions were reduced by True Wind Capital Management, L.P.

Sold off

None of the stocks were completely sold off by True Wind Capital Management, L.P.

Sector Distribution

Sector	%
Others	95.5
Financial Services	4.5

Market Cap. Distribution

Category	%
UNALLOCATED	95.5
SMALL-CAP	4.5

Stocks belong to which Index?

Index	%
Others	95.5
RUSSELL 2000	4.5

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%
LPRO	open lending corp	-26.5 %
CLBT	cellebrite di ltd	-2.7 %

Top 5 Losers ($)		$
CLBT	cellebrite di ltd	-6.9 M
LPRO	open lending corp	-4.2 M

True Wind Capital Management, L.P. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of True Wind Capital Management, L.P.

Last Reported on: 23 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
CLBT	cellebrite di ltd	95.53	13,861,000	249,914,000	unchanged	0.00

LPRO	open lending corp	4.47	7,545,140	11,695,000	unchanged	0.00