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CYPRESS POINT INVESTMENT MANAGEMENT LP
hedge fundUpdated 28 days agoManaged by Cypress Point Investment Management Lp • Latest filing Q2 2026
Portfolio value
$551.7M
Q2 2026
Filings
3
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 3 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $465M |
| Q1 2026 | $424.5M |
| Q2 2026 | $551.7M |
Top holdings
33 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BAND BANDWIDTH INC | $49.1M | 775.6K | 8.90% | — |
| 2 | S SRAD SPORTRADAR GROUP AG | $29.9M | 1.99M | 5.41% | — |
| 3 | Q QTWO Q2 HLDGS INC | $26.4M | 548.9K | 4.79% | — |
| 4 | C COUR COURSERA INC | $25.7M | 4.55M | 4.65% | — |
| 5 | G GENI GENIUS SPORTS LIMITED | $25.2M | 4.15M | 4.56% | — |
| 6 | F FRSH FRESHWORKS INC | $25.1M | 2.48M | 4.55% | — |
| 7 | B BLND BLEND LABS INC | $24.4M | 14.30M | 4.43% | — |
| 8 | S SNOW SNOWFLAKE INC | $23.7M | 93.2K | 4.30% | — |
| 9 | S S SENTINELONE INC | $21.5M | 1.27M | 3.90% | — |
| 10 | P PAY PAYMENTUS HOLDINGS INC | $21.3M | 881.1K | 3.86% | — |
| 11 | T TTAN SERVICETITAN INC | $21.2M | 300.4K | 3.85% | — |
| 12 | P PCOR PROCORE TECHNOLOGIES INC | $20.8M | 513.2K | 3.78% | — |
| 13 | U U UNITY SOFTWARE INC | $19.7M | 690.1K | 3.57% | — |
| 14 | D DKNG DRAFTKINGS INC NEW | $18.9M | 748.6K | 3.43% | — |
| 15 | F FROG JFROG LTD | $17.3M | 190.8K | 3.14% | — |
| 16 | A ALKT ALKAMI TECHNOLOGY INC | $17M | 937.0K | 3.08% | — |
| 17 | E ESTC ELASTIC N V | $15.6M | 274.0K | 2.83% | — |
| 18 | C CONE COMPASS INC | $13.2M | 1.07M | 2.39% | — |
| 19 | A AKAM AKAMAI TECHNOLOGIES INC | $13.2M | 111.3K | 2.39% | — |
| 20 | D DT DYNATRACE INC | $12.7M | 289.0K | 2.30% | — |