True Wind Capital Management, L.P. — Q2 2025 13F-HR

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Q2 2025 · 13F-HR

True Wind Capital Management, L.P.holdings as filed

Filed 2025-07-24 · accession 0000950123-25-006590

$236.4M

Reported value

Positions

2025-06-30

Period end

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The Brief · True Wind Capital Management, L.P. · Q2 2025

AI · grounded in 13F

True Wind Capital Management, L.P. established a new position in CLBT valued at $221.8M. The fund also added a new position in LPRO totaling $14.6M. These two holdings comprise the fund's entire portfolio, bringing total assets under management to $236.4M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
M2197Q107	CLBT	CELLEBRITE DI LTD	$221.8M	93.8%	13,861,007	Common	SHARED
68373J104	LPRO	OPEN LENDING CORP	$14.6M	6.19%	7,545,144	Common	SHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.