True Wind Capital Management, L.P.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), True Wind Capital Management, L.P. reported 2 stock positions worth $243.7 million. Its top holding was Cellebrite Di (CLBT) at 81.1% of the portfolio, followed by Open Lending (LPRO, 18.9%). Compared with Q2 2024, it reduced 1. The biggest sale was Cellebrite Di (CLBT, shares −12%).

Most Recent 13F
Q2 2026
Location
San Francisco, CA
CIK
0001824827
Portfolio Value
$243.7M (Q3 2024)
SEC Filing
0000950123-24-011231 ↗ filed Nov 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $195.6M Q1 2024 Q2 2024: $202.1M Q2 2024 Q3 2024: $243.7M $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 · $243.7M
CLBT Cellebrite Di Ltd. 81.05% 11,730,621 $197.5M Reduce -12.4%
LPRO Open Lending Corp. 18.95% 7,545,144 $46.2M No change

Portfolio Sells Q2 2024 → Q3 2024
CLBT Cellebrite Di Ltd. Reduce -12.4% 81.05% +1.89

Portfolio Buys Q2 2024 → Q3 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