CYPRESS POINT INVESTMENT MANAGEMENT LP

CIK 2058475 · View on SEC EDGAR ↗

Portfolio value
$551.7M
#3,543 of 9,443 by 13F value · top 37.5%
Positions
33
As of
June 30, 2026

Portfolio value QoQ: +30.0% 13F does not disclose cash

Top 10 holdings weight
49.34%
Top 25 holdings weight
89.67%
Positions above 1%
32
Effective number of positions
25.4

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

Turnover Q2 2026: 27.98% Est. buys $136,588,279 · sells $157,733,249

New positions
5
Increased
15
Decreased
13
Closed
4
On this page

Performance vs S&P 500

Tracked Q4 2025–Q2 2026
+0.8%
S&P 500 total return (same window)
+8.7%
Excess return
-7.9%

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: 97.6% · Options excluded: 0.0%

Sector breakdown

Technology
60.3%
Consumer Discretionary
13.4%
Telecommunication
8.9%
Financial Services
5.4%
Diversified Consumer Services
4.7%
Real Estate
2.4%
Industrials
1.9%
Retail
1.8%
Health Care
1.2%

Full portfolio 33 positions

Type Streak 8Q trend
BAND Bandwidth Inc. - Class A Common Stock $49,094,277 8.90% 775,581 $20,881,671 Down ×1
SRAD Sportradar Group AG - Class A Ordinary Shares $29,860,629 5.41% 1,994,698 $2,231,711 Up ×2
QTWO Q2 Holdings, Inc. Common Stock $26,403,485 4.79% 548,929 $3,189,071 Up ×2
COUR Coursera, Inc. Common Stock $25,671,853 4.65% 4,551,747 Up ×1
GENI Genius Sports Limited Ordinary Shares $25,159,981 4.56% 4,151,812 $7,633,709 Up ×2
FRSH Freshworks Inc. - Class A Common Stock $25,111,647 4.55% 2,481,388 $4,800,661 Down ×1
BLND Blend Labs, Inc. Class A Common Stock $24,448,597 4.43% 14,297,425 $-264,595 Down ×1
SNOW Snowflake Inc. Common Stock $23,709,220 4.30% 93,160 $14,309,967 Up ×2
S SentinelOne, Inc. Class A Common Stock $21,497,426 3.90% 1,266,790 $4,095,954 Down ×2
PAY Paymentus Holdings, Inc. Class A Common Stock $21,287,738 3.86% 881,115 $-38,940 Up ×2
TTAN ServiceTitan, Inc. - Class A Common Stock $21,240,860 3.85% 300,394 $-4,371,723 Down ×1
PCOR Procore Technologies, Inc. Common Stock $20,846,306 3.78% 513,203 $-6,834,262 Up ×2
U Unity Software Inc. Common Stock $19,722,201 3.57% 690,070 $18,061,519 Up ×1
DKNG DraftKings Inc. - Class A Common Stock $18,910,874 3.43% 748,649 $12,378,607 Up ×1
FROG JFrog Ltd. - Ordinary shares $17,337,178 3.14% 190,770 $-4,435,338 Down ×1
ALKT Alkami Technology, Inc. - Common Stock $16,978,168 3.08% 936,985 Up ×1
ESTC Elastic N.V. Ordinary Shares $15,625,191 2.83% 274,030 $12,714 Down ×1
COMP Compass, Inc. Class A Common Stock $13,199,598 2.39% 1,070,527 $7,552,923 Up ×2
AKAM Akamai Technologies, Inc. - Common Stock $13,160,556 2.39% 111,332 $1,997,251 Up ×2
DT Dynatrace, Inc. Common Stock $12,690,034 2.30% 289,001 $1,427,960 Down ×1
SAIL SailPoint, Inc. - Common Stock $12,613,502 2.29% 861,578 $5,632,725 Up ×2
VERX Vertex, Inc. - Class A Common Stock $10,931,394 1.98% 952,212 $4,559,531 Up ×2
PL Planet Labs PBC Class A Common Stock $10,388,508 1.88% 313,568 $-1,618,728 Down ×2
W Wayfair Inc. Class A Common Stock $10,056,405 1.82% 108,812 $1,714,337 Down ×1
DDOG Datadog, Inc. - Class A Common Stock $8,771,008 1.59% 33,688 $-4,857,628 Down ×1
MDB MongoDB, Inc. - Class A Common Stock $8,687,382 1.57% 25,863 $820,474 Down ×1
SOFI SoFi Technologies, Inc. - Common Stock $8,671,665 1.57% 483,640 $4,331,756 Up ×2
CVLT Commvault Systems, Inc. - Common Stock $8,624,412 1.56% 60,851 Up ×1
NCNO nCino, Inc. - Common Stock $8,049,579 1.46% 492,329 $3,927,667 Up ×1
ADSK Autodesk, Inc. - Common Stock $7,877,315 1.43% 40,517 Up ×1
VEEV Veeva Systems Inc. Class A Common Stock $6,785,743 1.23% 38,236 Up ×1
NET Cloudflare, Inc. Class A Common Stock $6,480,788 1.17% 26,422 $1,336,525 Up ×1
NBIS Nebius Group N.V. - Class A Ordinary Shares $1,833,769 0.33% 6,640 $-993,172 Down ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
COUR $25,671,853 4,551,747 4.65%
ALKT $16,978,168 936,985 3.08%
CVLT $8,624,412 60,851 1.56%
ADSK $7,877,315 40,517 1.43%
VEEV $6,785,743 38,236 1.23%

Top movers (QoQ)

Security Action Shares Δ Value Δ
BAND Trimmed -808K +$20.9M
SNOW Bought more +31K +$14.3M
DKNG Bought more +447K +$12.4M
GENI Bought more +196K +$7.6M
COMP Bought more +298K +$7.6M
PCOR Bought more +28K -$6.8M
SAIL Bought more +334K +$5.6M
DDOG Trimmed -82K -$4.9M
FRSH Trimmed -48K +$4.8M
VERX Bought more +416K +$4.6M

1 position hidden (data completeness check)

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
UDMY June 30, 2026 4,589,648 $21,204,174 No longer tracked
CXM March 31, 2026 2,266,342 $17,612,569 18.7%
DOCU March 31, 2026 225,430 $15,621,352 28.5%
GTM March 31, 2026 1,493,867 $15,192,627 -35.2%
GWRE June 30, 2026 48,589 $7,266,971 47.5%
WK June 30, 2026 102,698 $6,123,882 51.8%
NTSK March 31, 2026 150,919 $2,652,452 65.5%
ABNB June 30, 2026 12,491 $1,577,363 29.2%