True Wind Capital Management, L.P.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 24, 2024), True Wind Capital Management, L.P. reported 2 stock positions worth $195.6 million. Its top holding was Cellebrite Di (CLBT) at 75.8% of the portfolio, followed by Open Lending (LPRO, 24.2%). Compared with Q4 2023, it sold out of 1. The biggest sale was an exit from Rover (ROVR).

Most Recent 13F
Q2 2026
Location
San Francisco, CA
CIK
0001824827
Portfolio Value
$195.6M (Q1 2024)
SEC Filing
0000950123-24-003476 ↗ filed Apr 24, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $195.6M $195.6M Q1 2024 Q2 2024: $202.1M Q2 2024 Q3 2024: $243.7M Q3 2024 Q4 2024: $350.4M Q4 2024 Q1 2025: $290.1M Q1 2025 Q2 2025: $236.4M Q2 2025 Q3 2025: $272.8M Q3 2025 Q4 2025: $261.6M Q4 2025 Q1 2026: $200.4M Q1 2026 Q2 2026: $225.8M Q2 2026

Holdings 2 stocks · $195.6M
CLBT Cellebrite Di Ltd. 75.85% 13,387,500 $148.3M No change
LPRO Open Lending Corp. 24.15% 7,545,144 $47.2M No change

Portfolio Sells Q4 2023 → Q1 2024
ROVR Rover Group Inc. Sold out 0.00% −46.61

Portfolio Buys Q4 2023 → Q1 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 2$225.8MCLBT, LPRO
Q1 2026 2$200.4MCLBT, LPRO
Q4 2025 2$261.6MCLBT, LPRO
Q3 2025 2$272.8MCLBT, LPRO
Q2 2025 2$236.4MCLBT, LPRO
Q1 2025 2$290.1MCLBT, LPRO
Q4 2024 2$350.4MCLBT, LPRO
Q3 2024 2$243.7MCLBT, LPRO
Q2 2024 2$202.1MCLBT, LPRO
Q1 2024 2$195.6MCLBT, LPRO