Fund Universe

← Fund Universe

☆True Wind Capital Management, L.P.

CIK 0001824827 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.865
AUM ($M)
226
Positions
2
Turnover
0.06
Top-10 wt
100%
Herfindahl
0.814
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 2 positions · portfolio value $226M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆CLBT funds › CELLEBRITE DI LTD HOLD — 89.6% -5.7% 202.4 13,861,007 +0 5 —
☆LPRO funds › OPEN LENDING CORP HOLD — 10.4% +5.7% 23.5 7,545,144 +0 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 226 2 0.06 100% 0.814 0.865 — in
2026Q1 200 2 0.00 100% 0.910 0.903 — in
2025Q4 262 2 0.01 100% 0.915 0.896 — in
2025Q3 273 2 0.00 100% 0.890 0.908 — in
2025Q2 236 2 0.01 100% 0.884 0.909 — entered
2025Q1 290 2 0.00 100% 0.867 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status