True Wind Capital Management, L.P. Portfolio Holdings
Q3 2025•2 long positions•$272.8M portfolio value
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Holding2 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $256.8M 94.16% | — | 5.67% 13.9M shares | — | — | $4.5B Mid Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $15.9M 5.84% | — | 6.38% 7.5M shares | — | — | $249.3M Micro Cap | Q4 2021 Held for 3y 11m |
