True Wind Capital Management, L.P.
San Francisco, CA
$226m in 2 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 5.7% of the portfolio this quarter.
Value
$226m
Stocks
2
Top 10 share
100.0%
Turnover
5.7%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Open Lending
- Share
- 10.4%
- Value
- $23m
- Shares
- 7,545,144
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Cellebrite DICLBT | 89.6% | $202m | 13,861,007 | Held |
| Open Lending | 10.4% | $23m | 7,545,144 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 4.5% since 30 June 2025.
Where the money is
Technology89.6%
Other10.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.