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CYPRESS POINT INVESTMENT MANAGEMENT LP 13F holdings

Filed 2026-08-13 · CYPRESS POINT INVESTMENT MANAGEMENT LP · 33 positions · $551.7M

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TickerCompanySharesValue% of portfolio
BANDBANDWIDTH INC775.6K$49.1M8.9%
—SPORTRADAR GROUP AG2.0M$29.9M5.4%
QTWOQ2 HLDGS INC548.9K$26.4M4.8%
COURCOURSERA INC4.6M$25.7M4.7%
—GENIUS SPORTS LIMITED4.2M$25.2M4.6%
FRSHFRESHWORKS INC2.5M$25.1M4.6%
BLNDBLEND LABS INC14.3M$24.4M4.4%
SNOWSNOWFLAKE INC93.2K$23.7M4.3%
SSENTINELONE INC1.3M$21.5M3.9%
PAYPAYMENTUS HOLDINGS INC881.1K$21.3M3.9%
TTANSERVICETITAN INC300.4K$21.2M3.8%
PCORPROCORE TECHNOLOGIES INC513.2K$20.8M3.8%
UUNITY SOFTWARE INC690.1K$19.7M3.6%
DKNGDRAFTKINGS INC NEW748.6K$18.9M3.4%
FROGJFROG LTD190.8K$17.3M3.1%
ALKTALKAMI TECHNOLOGY INC937.0K$17.0M3.1%
ESTCELASTIC N V274.0K$15.6M2.8%
COMPCOMPASS INC1.1M$13.2M2.4%
AKAMAKAMAI TECHNOLOGIES INC111.3K$13.2M2.4%
DTDYNATRACE INC289.0K$12.7M2.3%
SAILSAILPOINT INC861.6K$12.6M2.3%
VERXVERTEX INC952.2K$10.9M2.0%
PLPLANET LABS PBC313.6K$10.4M1.9%
WWAYFAIR INC108.8K$10.1M1.8%
DDOGDATADOG INC33.7K$8.8M1.6%
MDBMONGODB INC25.9K$8.7M1.6%
SOFISOFI TECHNOLOGIES INC483.6K$8.7M1.6%
CVLTCOMMVAULT SYS INC60.9K$8.6M1.6%
NCNONCINO INC492.3K$8.0M1.5%
ADSKAUTODESK INC40.5K$7.9M1.4%
VEEVVEEVA SYS INC38.2K$6.8M1.2%
NETCLOUDFLARE INC26.4K$6.5M1.2%
NBISNEBIUS GROUP N.V.6.6K$1.8M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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