Lynrock Lake LP
Lynrock Lake LP reported 20 US-listed holdings worth $629.5 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Teradata Corp. (34.9%), Yext Inc. (14.1%) and Allot Ltd (14.1%). Against the quarter before, it opened 2 positions, added to 3, trimmed 5 and sold out of 2.
The 14 largest of its 20 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +26.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Pegasystems Inc. PEGA$53.4 million
- Blackline, Inc. BL$29.9 million
Added to 3
- Pagerduty Inc. PD+2.3 million shares · +171%
- Yext Inc. YEXT+826,480 shares · +5%
- Techtarget Inc. TTGT+738,585 shares · +9%
Trimmed 5
- Teradata Corp. TDC-3.0 million shares · -32%
- Everspin Technologies Inc. MRAM-950,263 shares · -98%
- Radcom Ltd RDCM-557,914 shares · -18%
- Silvaco Group Inc. SVCO-275,417 shares · -87%
- QT Imaging Hldgs Inc. QTI-42,387 shares · -4%
Sold out of 2
- ON24 Inc. ONTF$67.2 million last quarter
- ZoomInfo Technologies Inc. GTM$12.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Teradata Corp. TDC | 6.3M | $220.0 million | 34.95% | -3.0M |
| Yext Inc. YEXT | 19.0M | $88.8 million | 14.11% | +826.5K |
| Allot Ltd ALLT | 10.0M | $88.6 million | 14.08% | no change |
| Pegasystems Inc. PEGA | 1.8M | $53.4 million | 8.49% | new |
| Radcom Ltd RDCM | 2.6M | $36.8 million | 5.84% | -557.9K |
| Pagerduty Inc. PD | 3.7M | $35.7 million | 5.68% | +2.3M |
| Techtarget Inc. TTGT | 8.8M | $31.5 million | 5.01% | +738.6K |
| Blackline, Inc. BL | 1.1M | $29.9 million | 4.76% | new |
| Bigcommerce Hldgs Inc. CMRC | 9.3M | $27.4 million | 4.36% | no change |
| Powerfleet Inc. AIOT | 1.4M | $5.4 million | 0.86% | no change |
| QT Imaging Hldgs Inc. QTI | 1.1M | $4.5 million | 0.72% | -42.4K |
| Onespan Inc. OSPN | 300.7K | $4.3 million | 0.69% | no change |
| Sequans Communications SA SQNS | 266.7K | $906,664 | 0.14% | no change |
| Silvaco Group Inc. SVCO | 40.0K | $551,600 | 0.09% | -275.4K |
| GIGCAPITAL9 Corp. GIXXU | 50.0K | $518,500 | 0.08% | no change |
| GIGCAPITAL8 Corp. GIWWU | 50.0K | $509,000 | 0.08% | no change |
| Everspin Technologies Inc. MRAM | 19.4K | $468,415 | 0.07% | -950.3K |
| Mitek Sys Inc. MITK | 666 | $13,407 | 0.00% | no change |
| One Stop System OSS | 666 | $12,108 | 0.00% | no change |
| Lantronix Inc. LTRX | 666 | $3,916 | 0.00% | no change |