TWCM
True Wind Capital Management Portfolio holdings
AUM
$236M
This Quarter Return
+3.95%
1 Year Return
+18.75%
3 Year Return
+176.79%
5 Year Return
–
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(+3.3%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 79.17% |
| 2 | Financials | 20.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Cellebrite
CLBT
$4B
| $160M | 79.17% |
13,387,500
| – | – |
|
2
Open Lending Corp
LPRO
$264M
| $42.1M | 20.83% |
7,545,144
| – | – |
|