CYPRESS FUNDS LLC

CIK 1081198 · View on SEC EDGAR ↗

Portfolio value
$314.1M
#5,058 of 9,443 by 13F value · top 53.6%
Positions
14
As of
June 30, 2026

Portfolio value QoQ: -21.0% 13F does not disclose cash

Top 10 holdings weight
84.86%
Top 25 holdings weight
100.00%
Positions above 1%
14
Effective number of positions
11.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $117,341,276

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 77.8% still held

New positions
0
Increased
0
Decreased
14
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+2.7%

Annualized: +1.8%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 22.1%

Sector breakdown

Technology
49.2%
Retail
21.6%
Financial Services
13.1%
Communication Services
9.7%
Industrials
6.4%

Full portfolio 14 positions

Type Streak 8Q trend
AMZN Amazon.com, Inc. - Common Stock $47,318,117 15.07% 198,532 $-9,798,056 Down ×2
NVDA NVIDIA Corporation - Common Stock $36,943,817 11.76% 184,636 $-6,985,101 Down ×2
MSFT Microsoft Corporation - Common Stock $33,372,234 10.62% 89,465 $-12,039,111 Down ×2
AVGO Broadcom Inc. - Common Stock $24,785,311 7.89% 65,613 $-3,039,638 Down ×2
MA Mastercard Incorporated Common Stock $21,709,358 6.91% 42,269 $-7,297,404 Down ×2
FICO Fair Isaac Corporation Common Stock $21,178,670 6.74% 17,726 $-4,744,404 Down ×2
CDNS Cadence Design Systems, Inc. - Common Stock $21,162,794 6.74% 56,386 $-362,683 Down ×2
WMT Walmart Inc. - Common Stock $20,635,519 6.57% 182,196 $-10,693,481 Down ×2
TDG Transdigm Group Incorporated Common Stock $20,055,194 6.39% 15,056 $-3,921,370 Down ×2
SPGI S&P Global Inc. Common Stock $19,380,689 6.17% 47,588 $-8,533,099 Down ×2
META Meta Platforms, Inc. - Class A Common Stock $17,642,243 5.62% 31,320 $-7,028,003 Down ×2
FWONK Liberty Media Corporation - Series C Liberty Formula One Common Stock $12,890,043 4.10% 135,485 $-2,872,410 Down ×1
AAPL Apple Inc. - Common Stock $10,038,477 3.20% 34,692 $-1,969,597 Down ×2
TYL Tyler Technologies, Inc. Common Stock $6,979,265 2.22% 23,864 $-4,250,114 Down ×2

Top movers (QoQ)

Security Action Shares Δ Value Δ
MSFT Trimmed -33K -$12.0M
WMT Trimmed -70K -$10.7M
AMZN Trimmed -76K -$9.8M
SPGI Trimmed -18K -$8.5M
MA Trimmed -16K -$7.3M
META Trimmed -12K -$7.0M
NVDA Trimmed -67K -$7.0M
FICO Trimmed -7K -$4.7M
TYL Trimmed -9K -$4.3M
TDG Trimmed -6K -$3.9M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
ASML March 31, 2026 13,927 $14,899,940 32.7%