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Lynrock Lake LP

CIK:0001734341
Hedge Fund
$3B AUM
30 holdings
Rye Brook, NY, United States
Founded:2017
7 employees
Latest filing:Jun 30, 2025

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 Buys
G
GPROGOPRO INC
+$38.5M
A
ALLTALLOT LTD
+$35.6M
Y
YEXTYEXT INC
+$30.1M
O
ONTFON24 INC
+$5.2M
R
RDCMRADCOM LTD
+$4.9M
Top Sells
V
VMEOVIMEO INC
-$17.5M
A
AIOTPOWERFLEET INC
-$4.2M
J
JAMFJAMF HLDG CORP
+$1.7M
T
TDCTERADATA CORP DEL
-$1.6M
S
SQNSSEQUANS COMMUNICATIONS S A
-$1.3M

Top Holdings

T
TDCTERADATA CORP DEL
+18.5%$210.1M
Y
YEXTYEXT INC
+9.0%$102.1M
A
ALLTALLOT LTD
+7.6%$85.7M
V
VMEOVIMEO INC
+5.5%$62.5M
O
ONTFON24 INC
+4.0%$45.0M

Equity Positions (19)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
TERADATA CORP DEL18.54%$210.1M9,416,666$26.43$22.31-$1.6M
YEXT INC9.01%$102.1M12,010,893$6.11$8.50+$30.1M
ALLOT LTD7.56%$85.7M10,018,661$7.71$8.55+$35.6M
VIMEO INC5.52%$62.5M15,482,666$3.98$4.04-$17.5M
ON24 INC3.97%$45.0M8,293,974$13.87$5.43+$5.2M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+21.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.7%
COMPUTER COMMUNICATIONS EQUIPMENT
+8.6%
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
+8.4%
COMPUTER PERIPHERAL EQUIPMENT, NEC
+3.1%

Investment Team (2)

NameRoleLocationLinkedIn
Joseph Cognetti
Joseph Cognetti
Senior Research AnalystStamford, CT , United States
Robert Ryon
Robert Ryon
TraderNew Vernon, NJ , United States