Back to CYPRESS POINT INVESTMENT MANAGEMENT LP
CYPRESS POINT INVESTMENT MANAGEMENT LP
Q2 2026 13F filing
Updated 28 days ago33 disclosed positions worth $551.7M
Portfolio value
$551.7M
Total holdings
33
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-13
Full holdings
Every line item disclosed in 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% | — |
| 21 | S SAIL SAILPOINT INC | $12.6M | 861.6K | 2.29% | — |
| 22 | V VRTX VERTEX INC | $10.9M | 952.2K | 1.98% | — |
| 23 | P PL PLANET LABS PBC | $10.4M | 313.6K | 1.88% | — |
| 24 | W W WAYFAIR INC | $10.1M | 108.8K | 1.82% | — |
| 25 | D DDOG DATADOG INC | $8.8M | 33.7K | 1.59% | — |
| 26 | M MDB MONGODB INC | $8.7M | 25.9K | 1.57% | — |
| 27 | S SOFI SOFI TECHNOLOGIES INC | $8.7M | 483.6K | 1.57% | — |
| 28 | C CVLT COMMVAULT SYS INC | $8.6M | 60.9K | 1.56% | — |
| 29 | N NCNO NCINO INC | $8M | 492.3K | 1.46% | — |
| 30 | A ADSK AUTODESK INC | $7.9M | 40.5K | 1.43% | — |
| 31 | V VEEV VEEVA SYS INC | $6.8M | 38.2K | 1.23% | — |
| 32 | N NET CLOUDFLARE INC | $6.5M | 26.4K | 1.17% | — |
| 33 | N NBIS NEBIUS GROUP N.V. | $1.8M | 6.6K | 0.33% | — |