CYPRESS POINT INVESTMENT MANAGEMENT LP
CIK 2058475 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $551.7M
- Posisi
- 33
- Per tanggal
- 30 Juni 2026
#3.543 dari 9.443 berdasarkan nilai 13F · top 37.5%
Nilai portofolio QoQ: +30.0% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 49,34%
- Bobot 25 kepemilikan teratas
- 89,67%
- Posisi di atas 1%
- 32
- Jumlah posisi efektif
- 25,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 27,98% Perkiraan pembelian $136.588.279 · penjualan $157.733.249
- Posisi baru
- 5
- Meningkat
- 15
- Menurun
- 13
- Tertutup
- 4
Di halaman ini
- Kinerja vs S&P Bagaimana portofolio 13F manajer ini berkinerja terhadap S&P 500.
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Kinerja vs S&P 500
Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.
Cakupan yang dapat dihargai: 97,6% · Opsi dikecualikan: 0,0%
Rincian sektor
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%
Portofolio lengkap 33 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| BAND Bandwidth Inc. - Class A Common Stock | $49.094.277 | 8,90% | 775.581 | $20.881.671 | Turun ×1 | ||
| SRAD Sportradar Group AG - Class A Ordinary Shares | $29.860.629 | 5,41% | 1.994.698 | $2.231.711 | Naik ×2 | ||
| QTWO Q2 Holdings, Inc. Common Stock | $26.403.485 | 4,79% | 548.929 | $3.189.071 | Naik ×2 | ||
| COUR Coursera, Inc. Common Stock | $25.671.853 | 4,65% | 4.551.747 | Naik ×1 | |||
| GENI Genius Sports Limited Ordinary Shares | $25.159.981 | 4,56% | 4.151.812 | $7.633.709 | Naik ×2 | ||
| FRSH Freshworks Inc. - Class A Common Stock | $25.111.647 | 4,55% | 2.481.388 | $4.800.661 | Turun ×1 | ||
| BLND Blend Labs, Inc. Class A Common Stock | $24.448.597 | 4,43% | 14.297.425 | $-264.595 | Turun ×1 | ||
| SNOW Snowflake Inc. Common Stock | $23.709.220 | 4,30% | 93.160 | $14.309.967 | Naik ×2 | ||
| S SentinelOne, Inc. Class A Common Stock | $21.497.426 | 3,90% | 1.266.790 | $4.095.954 | Turun ×2 | ||
| PAY Paymentus Holdings, Inc. Class A Common Stock | $21.287.738 | 3,86% | 881.115 | $-38.940 | Naik ×2 | ||
| TTAN ServiceTitan, Inc. - Class A Common Stock | $21.240.860 | 3,85% | 300.394 | $-4.371.723 | Turun ×1 | ||
| PCOR Procore Technologies, Inc. Common Stock | $20.846.306 | 3,78% | 513.203 | $-6.834.262 | Naik ×2 | ||
| U Unity Software Inc. Common Stock | $19.722.201 | 3,57% | 690.070 | $18.061.519 | Naik ×1 | ||
| DKNG DraftKings Inc. - Class A Common Stock | $18.910.874 | 3,43% | 748.649 | $12.378.607 | Naik ×1 | ||
| FROG JFrog Ltd. - Ordinary shares | $17.337.178 | 3,14% | 190.770 | $-4.435.338 | Turun ×1 | ||
| ALKT Alkami Technology, Inc. - Common Stock | $16.978.168 | 3,08% | 936.985 | Naik ×1 | |||
| ESTC Elastic N.V. Ordinary Shares | $15.625.191 | 2,83% | 274.030 | $12.714 | Turun ×1 | ||
| COMP Compass, Inc. Class A Common Stock | $13.199.598 | 2,39% | 1.070.527 | $7.552.923 | Naik ×2 | ||
| AKAM Akamai Technologies, Inc. - Common Stock | $13.160.556 | 2,39% | 111.332 | $1.997.251 | Naik ×2 | ||
| DT Dynatrace, Inc. Common Stock | $12.690.034 | 2,30% | 289.001 | $1.427.960 | Turun ×1 | ||
| SAIL SailPoint, Inc. - Common Stock | $12.613.502 | 2,29% | 861.578 | $5.632.725 | Naik ×2 | ||
| VERX Vertex, Inc. - Class A Common Stock | $10.931.394 | 1,98% | 952.212 | $4.559.531 | Naik ×2 | ||
| PL Planet Labs PBC Class A Common Stock | $10.388.508 | 1,88% | 313.568 | $-1.618.728 | Turun ×2 | ||
| W Wayfair Inc. Class A Common Stock | $10.056.405 | 1,82% | 108.812 | $1.714.337 | Turun ×1 | ||
| DDOG Datadog, Inc. - Class A Common Stock | $8.771.008 | 1,59% | 33.688 | $-4.857.628 | Turun ×1 | ||
| MDB MongoDB, Inc. - Class A Common Stock | $8.687.382 | 1,57% | 25.863 | $820.474 | Turun ×1 | ||
| SOFI SoFi Technologies, Inc. - Common Stock | $8.671.665 | 1,57% | 483.640 | $4.331.756 | Naik ×2 | ||
| CVLT Commvault Systems, Inc. - Common Stock | $8.624.412 | 1,56% | 60.851 | Naik ×1 | |||
| NCNO nCino, Inc. - Common Stock | $8.049.579 | 1,46% | 492.329 | $3.927.667 | Naik ×1 | ||
| ADSK Autodesk, Inc. - Common Stock | $7.877.315 | 1,43% | 40.517 | Naik ×1 | |||
| VEEV Veeva Systems Inc. Class A Common Stock | $6.785.743 | 1,23% | 38.236 | Naik ×1 | |||
| NET Cloudflare, Inc. Class A Common Stock | $6.480.788 | 1,17% | 26.422 | $1.336.525 | Naik ×1 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $1.833.769 | 0,33% | 6.640 | $-993.172 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| BAND | Dipangkas | -808K | +$20.9M |
| SNOW | Beli lebih banyak | +31K | +$14.3M |
| DKNG | Beli lebih banyak | +447K | +$12.4M |
| GENI | Beli lebih banyak | +196K | +$7.6M |
| COMP | Beli lebih banyak | +298K | +$7.6M |
| PCOR | Beli lebih banyak | +28K | -$6.8M |
| SAIL | Beli lebih banyak | +334K | +$5.6M |
| DDOG | Dipangkas | -82K | -$4.9M |
| FRSH | Dipangkas | -48K | +$4.8M |
| VERX | Beli lebih banyak | +416K | +$4.6M |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| UDMY | 30 Juni 2026 | 4.589.648 | $21.204.174 | Tidak lagi dilacak |
| CXM | 31 Maret 2026 | 2.266.342 | $17.612.569 | 18,7% |
| DOCU | 31 Maret 2026 | 225.430 | $15.621.352 | 28,5% |
| GTM | 31 Maret 2026 | 1.493.867 | $15.192.627 | -35,2% |
| GWRE | 30 Juni 2026 | 48.589 | $7.266.971 | 47,5% |
| WK | 30 Juni 2026 | 102.698 | $6.123.882 | 51,8% |
| NTSK | 31 Maret 2026 | 150.919 | $2.652.452 | 65,5% |
| ABNB | 30 Juni 2026 | 12.491 | $1.577.363 | 29,2% |