TWCM
True Wind Capital Management Portfolio holdings
AUM
$236M
This Quarter Return
+26.54%
1 Year Return
+18.75%
3 Year Return
+176.79%
5 Year Return
–
10 Year Return
–
AUM
$350M
AUM Growth
+$350M
(+44%)
Cap. Flow
+$46.9M
Cap. Flow
% of AUM
13.39%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Cellebrite
CLBT
|
$46.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 87.14% |
| 2 | Financials | 12.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Cellebrite
CLBT
$4.04B
| $305M | 87.14% |
13,861,007
+2,130,386
| +18% | +$46.9M |
|
2
Open Lending Corp
LPRO
$264M
| $45M | 12.86% |
7,545,144
| – | – |
|