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True Wind Capital Management, L.P. — 13F Holdings & Portfolio

CIK 1824827 · latest 13F-HR filed 2026-05-06

Backtest portfolio

True Wind Capital Management, L.P. manages $200.4M in 13F-reported U.S. long-equity assets across 2 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CLBT (95.29%), LPRO (4.71%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$200.4M

Long-equity book

Holdings

2

Distinct positions

Period

2026-03-31

Filed 2026-05-06

Q/Q Activity

+0 / −0 / ↑0 / ↓2

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

  • CELLEBRITE DI LTD-$58.9M -23.6%
  • OPEN LENDING CORP-$2.3M -19.4%
Show all 2 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CELLEBRITE DI LTD CLBT M2197Q107 $191.0M 95.29% 13,861,007 SH
2 OPEN LENDING CORP LPRO 68373J104 $9.4M 4.71% 7,545,144 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-06 $200.4M 2 0001193125-26-209228
2025-12-31 2026-01-23 $261.6M 2 0001193125-26-021226