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TWCM
True Wind Capital Management Portfolio holdings
AUM
$200M
1-Year Est. Return
30.56%
This Fund
S&P 500
1 Year Est. Return
-30.56%
AUM
$200M
AUM Growth
-$61.2M
(-23%)
Holding
2
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 95.29% |
| 2 | Financials | 4.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Cellebrite
CLBT
$3.2B
| $191M | 95.29% |
13,861,007
|
|
||
2
Open Lending Corp
LPRO
$368M
| $9.43M | 4.71% |
7,545,144
|
|