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 $272.8 Millions as of 30 Sep, 2025.

The top stock holdings of True Wind Capital Management, L.P. are CLBT, LPRO. The fund has invested 94.2% of it's portfolio in CELLEBRITE DI LTD and 5.8% of portfolio in OPEN LENDING CORP.

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

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	94.2
Financial Services	5.8

Market Cap. Distribution

Category	%
UNALLOCATED	94.2
SMALL-CAP	5.8

Stocks belong to which Index?

Index	%
Others	94.2
RUSSELL 2000	5.8

Top 5 Winners (%)		%
LPRO	open lending corp	8.8 %

Top 5 Winners ($)		$
LPRO	open lending corp	1.3 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

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 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
CLBT	cellebrite di ltd	94.16	13,861,000	256,844,000	unchanged	0.00

LPRO	open lending corp	5.84	7,545,140	15,920,300	unchanged	0.00