Lynrock Lake LP logo

Lynrock Lake LP

Hedge FundMulti-Strategy

Lynrock Lake LP is a Multi-Strategy Hedge Fund based in Rye Brook, NY led by Cynthia Lynn Paul, reporting $2.5B in AUM as of Q3 2025 with 85% Technology concentration, 94% concentrated in top 10 holdings, 27% allocation to TDC, and 85% technology allocation.

CIOCynthia Lynn Paul
Portfolio Value
$755.7M
Positions
19
Top Holding
TDC at 26.8%
Last Reported
Q3 2025
Address2 International Drive, Suite 130, Rye Brook, NY, 10573, United States

Top Holdings

Largest long holdings in Lynrock Lake LP's portfolio (93.7% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Software - Infrastructure
Technology
$202.6M
26.80%
9.96%
9.4M shares
Software - Application
Technology
$120.0M
15.88%
9.32%
15.5M shares
Software - Infrastructure
Technology
$105.9M
14.02%
-$77.9K
Sold
21.77%
10.0M shares
4
Yext logo
Yext
YEXT
Software - Infrastructure
Technology
$104.5M
13.83%
+$2.2M
Bought
9.96%
12.3M shares
5
ON24 logo
ON24
ONTF
Software - Application
Technology
$47.4M
6.28%
19.60%
8.3M shares
Unknown
Unknown
$41.7M
5.52%
+$1.9M
Bought
10.35%
8.4M shares
7
Radcom logo
Radcom
RDCM
Telecommunications Services
Communication Services
$32.8M
4.35%
+$217.4
Bought
14.14%
2.3M shares
Internet Content & Information
Communication Services
$18.1M
2.40%
+$4.1M
Bought
4.37%
3.1M shares
Unknown
Unknown
$17.4M
2.30%
-$1.2M
Sold
2.48%
3.3M shares
Semiconductors
Technology
$17.3M
2.29%
8.23%
1.9M shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Lynrock Lake LP's latest filing

See all changes
Market Value
$755.7M
Prior: $686.0M
Q/Q Change
+10.17%
+$69.7M
Net Flows % of MV
-1.48%
Turnover Ratio
5.46%
New Purchases
1 stocks
$424.6K
Added To
8 stocks
+$35.2M
Sold Out Of
1 stocks
$39.4M
Reduced Holdings
4 stocks
-$7.5M

Increased Positions

PositionShares Δ
1
Xperi logo
Xperi
XPER
New
+6,004.16%
+467.48%
+300.0%
5
OneSpan logo
+122.34%

Decreased Positions

PositionShares Δ
1
GoPro logo
GoPro
GPRO
Sold
-77.0%
-29.55%
-6.3%
-0.07%

Analytics

Portfolio insights and performance metrics for Lynrock Lake LP

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Sector Allocation

Technology: 85.30%TechnologyCommunication Services: 6.70%
Technology
85.30%
Communication Services
6.70%

Market Cap Distribution

Mid Cap ($2B - $10B): 26.80%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 58.78%Small Cap ($300M - $2B)Micro Cap ($50M - $300M): 14.30%Micro Cap ($50M - $300M)N/A (ETF or Unknown): 0.12%
Mid Cap ($2B - $10B)
26.80%
Small Cap ($300M - $2B)
58.78%
Micro Cap ($50M - $300M)
14.30%
N/A (ETF or Unknown)
0.12%

Portfolio Concentration

Top 10 Holdings %
93.66%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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