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Lynrock Lake LP
Lynrock Lake LP is a hedge fund headquartered in Rye Brook, NY, founded in November 2017 by Cynthia Paul. The firm manages discretionary assets totaling approximately $2.58 billion as of March 2024, with 7 employees. Lynrock Lake serves a small number of institutional clients and specializes in long-term, fundamentally-driven, value-oriented investments across corporate credit, convertible bonds, and equities, primarily in the technology, media, and telecommunications sectors.
Investment Strategy
Lynrock Lake employs a long-term, fundamentally-driven, value-oriented investment strategy focused on corporate credit, convertible bonds, and equities. The firm targets companies in the technology, media, and telecommunications sectors that demonstrate potential for revenue growth. Their approach is rooted in rigorous fundamental analysis and aims to generate attractive, risk-adjusted returns by identifying compelling opportunities across public and private markets.
Latest 13F Filing Activity
Lynrock Lake LP filed their most recent 13F report on Jun 30, 2025 disclosing 19 equity positions with a total 13F market value of $1B. The fund increased holdings in Gopro Inc., Allot LTD, Yext Inc. among other positions. Lynrock Lake LP reduced exposure to Vimeo Inc., Powerfleet Inc., Teradata Corp. Del among others.
Top Holdings
Equity Positions (19)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TDC | TERADATA CORP DEL | 18.54% | $210.1M | 9,416,666 | $26.43 | $22.31 | -$1.6M |
Y YEXT | YEXT INC | 9.01% | $102.1M | 12,010,893 | $6.11 | $8.50 | +$30.1M |
A ALLT | ALLOT LTD | 7.56% | $85.7M | 10,018,661 | $7.71 | $8.55 | +$35.6M |
V VMEO | VIMEO INC | 5.52% | $62.5M | 15,482,666 | $3.98 | $4.04 | -$17.5M |
O ONTF | ON24 INC | 3.97% | $45.0M | 8,293,974 | $13.87 | $5.43 | +$5.2M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
| Senior Research Analyst | Stamford, CT , United States | ||
| Trader | New Vernon, NJ , United States |
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