Pathway Capital Management, LP
Pathway Capital Management, LP reported 4 US-listed holdings worth $19.5 million in its 13F for the quarter ended 30 September 2026, filed 29 October 2026. Its largest: Lyntris Inc (56.0%), Hinge Health Inc. (39.6%) and Netskope Inc. (3.0%). Against the quarter before, it opened 4 positions, added to 0, trimmed 0 and sold out of 4.
The 4 largest of its 4 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 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 +152.3% over the 8 quarters to 30 September 2026, against +32.9% 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 30 June 2026; a change under 0.1% of a position counts as held
Opened 4
- Lyntris Inc LYNX$10.9 million
- Hinge Health Inc. HNGE$7.7 million
- Netskope Inc. NTSK$579,235
- Unity Software Inc. U$271,611
Sold out of 4
- Rubrik, Inc. RBRK$12.8 million last quarter
- Robinhood Markets, Inc. HOOD$8.1 million last quarter
- ServiceTitan, Inc. TTAN$2.7 million last quarter
- Blend Labs Inc. BLND$366,297 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Lyntris Inc LYNX | 885.9K | $10.9 million | 56.02% | new |
| Hinge Health Inc. HNGE | 79.5K | $7.7 million | 39.61% | new |
| Netskope Inc. NTSK | 33.2K | $579,235 | 2.97% | new |
| Unity Software Inc. U | 6.6K | $271,611 | 1.39% | new |