True Wind Capital Management, L.P. — 13F Holdings & Portfolio
CIK 1824827 · latest 13F-HR filed 2026-10-27
True Wind Capital Management, L.P. manages $156.1M in 13F-reported U.S. long-equity assets across 1 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are CLBT (100.00%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 0 new positions and exited 1; 0 existing positions rose in reported value and 1 fell.
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.
Long-equity book
Distinct positions
Filed 2026-10-27
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 30, 2026.
SUITE 2100
SAN FRANCISCO, CA 94111
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| CLAMMER 2007 JOINT REVOCABLE TRUST Control | FAMILY INVESTMENT PARTNER since Jun 2016 | 25–50% | Domestic Entity |
| CLAMMER, ADAM, HERBERT Control | LIMITED PARTNER & MANAGING PARTNER since Apr 2014 | Less than 5% | Individual |
| GREENE FAMILY TRUST DATED 12/27/95 Control | FAMILY INVESTMENT PARTNER since Jun 2016 | 25–50% | Domestic Entity |
| GREENE, JAMES, HARRISON Control | LIMITED PARTNER & CHAIR since Sep 2015 | Less than 5% | Individual |
| Kelly, Nima, Jacobs Control | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER since Sep 2021 | Less than 5% | Individual |
| LAVELLE, ERIN Control | CHIEF FINANCIAL OFFICER since Mar 2026 | Less than 5% | Individual |
| THE GREENE 2000 FAMILY TRUST AGREEMENT Control | FAMILY INVESTMENT PARTNER since Oct 2018 | 10–25% | Domestic Entity |
| TRUE WIND CAPITAL MANAGEMENT GP, LLC Control | GENERAL PARTNER since Oct 2018 | Less than 5% | Domestic Entity |
| KATHERINE GREGSON HARBIN CLAMMER DELAWARE TRUST | FAMILY INVESTMENT PARTNER since Jun 2016 | 5–10% | Domestic Entity |
| CLAMMER 2007 JOINT REVOCABLE TRUST Control Indirect owner via TRUE WIND CAPITAL MANAGEMENT GP, LLC | FAMILY INVESTMENT MEMBER since Oct 2018 | 25–50% | Domestic Entity |
| CLAMMER, ADAM, HERBERT Control Indirect owner via CLAMMER 2007 JOINT REVOCABLE TRUST | TRUSTEE since Sep 2007 | General partner, trustee or manager | Individual |
| CLAMMER, ADAM, HERBERT Control Indirect owner via KATHERINE GREGSON HARBIN CLAMMER DELAWARE TRUST | TRUSTEE since Apr 2015 | General partner, trustee or manager | Individual |
| GREENE FAMILY TRUST DATED 12/27/95 Control Indirect owner via TRUE WIND CAPITAL MANAGEMENT GP, LLC | FAMILY INVESTMENT MEMBER since Oct 2018 | 25–50% | Domestic Entity |
| GREENE, JAMES, HARRISON Control Indirect owner via GREENE FAMILY TRUST DATED 12/27/95 | TRUSTEE since Dec 1995 | General partner, trustee or manager | Individual |
| HARBIN, KATHERINE, GREGSON Control Indirect owner via CLAMMER 2007 JOINT REVOCABLE TRUST | TRUSTEE since Sep 2007 | General partner, trustee or manager | Individual |
| HARBIN, THOMAS, SHELOR Control Indirect owner via KATHERINE GREGSON HARBIN CLAMMER DELAWARE TRUST | TRUSTEE since Apr 2015 | General partner, trustee or manager | Individual |
| JANETSCHEK, WILLIAM, JOSEPH Control Indirect owner via THE GREENE 2000 FAMILY TRUST AGREEMENT | TRUSTEE since Jan 2000 | General partner, trustee or manager | Individual |
| KATHERINE GREGSON HARBIN CLAMMER DELAWARE TRUST Control Indirect owner via TRUE WIND CAPITAL MANAGEMENT GP, LLC | FAMILY INVESTMENT MEMBER since Oct 2018 | General partner, trustee or manager | Domestic Entity |
| SCHUTT, CHARLES, PORTER Control Indirect owner via KATHERINE GREGSON HARBIN CLAMMER DELAWARE TRUST | TRUSTEE since Apr 2015 | General partner, trustee or manager | Individual |
| THE GREENE 2000 FAMILY TRUST AGREEMENT Control Indirect owner via TRUE WIND CAPITAL MANAGEMENT GP, LLC | FAMILY INVESTMENT MEMBER since Oct 2018 | General partner, trustee or manager | Domestic Entity |
Ownership & leadership changes · 7 filings with changes since Sep 10, 2015
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedCLAMMER, ADAM, HERBERT · title LIMITED PARTNER & CO-CHIEF EXECUTIVE OFFICER → LIMITED PARTNER & MANAGING PARTNER
- ChangedGREENE, JAMES, HARRISON · title LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER → LIMITED PARTNER & CHAIR
- No longer listedGREENE, MARRITJE, VANARSDALE · TRUSTEE · General partner, trustee or manager · indirect via GREENE FAMILY TRUST DATED 12/27/95 · control person · listed since Dec 1995
- No longer listedMICHELSON, MICHAEL, WILLIAM · TRUSTEE · General partner, trustee or manager · indirect via THE GREENE 2000 FAMILY TRUST AGREEMENT · control person · listed since Jan 2000
- AddedKelly, Nima, Jacobs · CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER · Less than 5% · control person
- ChangedGREENE, JAMES, HARRISON · title LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER → LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER
- AddedCLAMMER 2007 JOINT REVOCABLE TRUST · FAMILY INVESTMENT MEMBER · 25–50% · indirect via TRUE WIND CAPITAL MANAGEMENT GP, LLC · control person
- AddedGREENE FAMILY TRUST DATED 12/27/95 · FAMILY INVESTMENT MEMBER · 25–50% · indirect via TRUE WIND CAPITAL MANAGEMENT GP, LLC · control person
- AddedJANETSCHEK, WILLIAM, JOSEPH · TRUSTEE · General partner, trustee or manager · indirect via THE GREENE 2000 FAMILY TRUST AGREEMENT · control person
- AddedKATHERINE GREGSON HARBIN CLAMMER DELAWARE TRUST · FAMILY INVESTMENT MEMBER · General partner, trustee or manager · indirect via TRUE WIND CAPITAL MANAGEMENT GP, LLC · control person
- AddedMICHELSON, MICHAEL, WILLIAM · TRUSTEE · General partner, trustee or manager · indirect via THE GREENE 2000 FAMILY TRUST AGREEMENT · control person
- AddedTHE GREENE 2000 FAMILY TRUST AGREEMENT · FAMILY INVESTMENT PARTNER · 10–25% · control person
- AddedTHE GREENE 2000 FAMILY TRUST AGREEMENT · FAMILY INVESTMENT MEMBER · General partner, trustee or manager · indirect via TRUE WIND CAPITAL MANAGEMENT GP, LLC · control person
- AddedTRUE WIND CAPITAL MANAGEMENT GP, LLC · GENERAL PARTNER · Less than 5% · control person
- ChangedCLAMMER 2007 JOINT REVOCABLE TRUST · title MEMBER → FAMILY INVESTMENT PARTNER
- ChangedCLAMMER, ADAM, HERBERT · title MANAGING MEMBER → LIMITED PARTNER & CO-CHIEF EXECUTIVE OFFICER
- ChangedGREENE FAMILY TRUST DATED 12/27/95 · title MEMBER → FAMILY INVESTMENT PARTNER; ownership 50–75% → 25–50%
- ChangedGREENE, JAMES, HARRISON · title MANAGING MEMBER & CHIEF COMPLIANCE OFFICER → LIMITED PARTNER, CO-CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER
- ChangedKATHERINE GREGSON HARBIN CLAMMER DELAWARE TRUST · title MEMBER → FAMILY INVESTMENT PARTNER
- AddedLAVELLE, ERIN · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedCLAMMER 2007 JOINT REVOCABLE TRUST · MEMBER · 25–50% · control person
- AddedCLAMMER, ADAM, HERBERT · TRUSTEE · General partner, trustee or manager · indirect via CLAMMER 2007 JOINT REVOCABLE TRUST · control person
- AddedCLAMMER, ADAM, HERBERT · TRUSTEE · General partner, trustee or manager · indirect via KATHERINE GREGSON HARBIN CLAMMER DELAWARE TRUST · control person
- AddedGREENE FAMILY TRUST DATED 12/27/95 · MEMBER · 50–75% · control person
- AddedGREENE, JAMES, HARRISON · TRUSTEE · General partner, trustee or manager · indirect via GREENE FAMILY TRUST DATED 12/27/95 · control person
- AddedGREENE, MARRITJE, VANARSDALE · TRUSTEE · General partner, trustee or manager · indirect via GREENE FAMILY TRUST DATED 12/27/95 · control person
- AddedHARBIN, KATHERINE, GREGSON · TRUSTEE · General partner, trustee or manager · indirect via CLAMMER 2007 JOINT REVOCABLE TRUST · control person
- AddedHARBIN, THOMAS, SHELOR · TRUSTEE · General partner, trustee or manager · indirect via KATHERINE GREGSON HARBIN CLAMMER DELAWARE TRUST · control person
- AddedKATHERINE GREGSON HARBIN CLAMMER DELAWARE TRUST · MEMBER · 5–10%
- AddedSCHUTT, CHARLES, PORTER · TRUSTEE · General partner, trustee or manager · indirect via KATHERINE GREGSON HARBIN CLAMMER DELAWARE TRUST · control person
- ChangedCLAMMER, ADAM, HERBERT · ownership 50–75% → Less than 5%
- ChangedGREENE, JAMES, HARRISON · ownership 50–75% → Less than 5%
- ChangedGREENE, JAMES, HARRISON · title MANAGING MEMBER → MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
- ListedCLAMMER, ADAM, HERBERT · MANAGING MEMBER · 50–75% · control person
- ListedGREENE, JAMES, HARRISON · MANAGING MEMBER · 50–75% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
True Wind Capital Management, L.P. Holdings (2026-09-30)
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 | $156.1M | 100.00% | 13,861,007 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-27 | $156.1M | 1 | 0001193125-26-434195 |
| 2026-06-30 | 2026-07-16 | $225.8M | 2 | 0001193125-26-306149 |
| 2026-03-31 | 2026-05-06 | $200.4M | 2 | 0001193125-26-209228 |
| 2025-12-31 | 2026-01-23 | $261.6M | 2 | 0001193125-26-021226 |
SAN FRANCISCO, CA 94111