True Wind Capital Management, L.P.
•CIK: 1824827•Filing: Q4 2025
**True Wind Capital Management, L.P.** is a focused investment manager overseeing $262M in assets. The firm maintains a concentrated portfolio, currently holding just two positions. Its largest allocation is significantly weighted toward BACRP at $249.9M, representing approximately 95.5% of its stated holdings. The remaining capital is deployed in LPRO at $11.7M, indicating a highly concentrated, conviction-driven investment approach.
Total AUM
$261.6M
QoQ Performance
-4.1%
Positions
2
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
CLBT
CLBT95.5%
LPRO4.5%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023