Cypress Point Investment Management
Latest statistics and disclosures from Cypress Point Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BAND, SRAD, QTWO, COUR, GENI, and represent 28.31% of Cypress Point Investment Management's stock portfolio.
- Added to shares of these 10 stocks: COUR (+$26M), U (+$18M), ALKT (+$17M), DKNG (+$11M), CVLT (+$8.6M), ADSK (+$7.9M), SNOW (+$7.8M), VEEV (+$6.8M), SRAD (+$5.2M), SAIL.
- Started 5 new stock positions in COUR, ADSK, CVLT, VEEV, ALKT.
- Reduced shares in these 10 stocks: BAND (-$51M), FROG (-$25M), DDOG (-$21M), Udemy (-$21M), TTAN (-$7.3M), , WK (-$6.1M), NBIS (-$5.7M), PL, ESTC.
- Sold out of its positions in ABNB, GWRE, Udemy, WK.
- Cypress Point Investment Management was a net seller of stock by $-21M.
- Cypress Point Investment Management has $552M in assets under management (AUM), dropping by 29.98%.
- Central Index Key (CIK): 0002058475
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Portfolio Holdings for Cypress Point Investment Management
Cypress Point Investment Management holds 33 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Bandwidth Com Cl A (BAND) | 8.9 | $49M | -51% | 776k | 63.30 |
|
| Sportradar Group Class A Ord Shs (SRAD) | 5.4 | $30M | +20% | 2.0M | 14.97 |
|
| Q2 Holdings (QTWO) | 4.8 | $26M | +11% | 549k | 48.10 |
|
| Coursera (COUR) | 4.7 | $26M | NEW | 4.6M | 5.64 |
|
| Genius Sports Shares Cl A (GENI) | 4.6 | $25M | +4% | 4.2M | 6.06 |
|
| Freshworks Class A Com (FRSH) | 4.6 | $25M | 2.5M | 10.12 |
|
|
| Blend Labs Cl A (BLND) | 4.4 | $24M | 14M | 1.71 |
|
|
| Snowflake Com Shs (SNOW) | 4.3 | $24M | +49% | 93k | 254.50 |
|
| Sentinelone Cl A (S) | 3.9 | $22M | -6% | 1.3M | 16.97 |
|
| Paymentus Holdings Com Cl A (PAY) | 3.9 | $21M | +4% | 881k | 24.16 |
|
| Servicetitan Shs Cl A (TTAN) | 3.8 | $21M | -25% | 300k | 70.71 |
|
| Procore Technologies (PCOR) | 3.8 | $21M | +5% | 513k | 40.62 |
|
| Unity Software (U) | 3.6 | $20M | +811% | 690k | 28.58 |
|
| Draftkings Com Cl A (DKNG) | 3.4 | $19M | +147% | 749k | 25.26 |
|
| Jfrog Ord Shs (FROG) | 3.1 | $17M | -58% | 191k | 90.88 |
|
| Alkami Technology (ALKT) | 3.1 | $17M | NEW | 937k | 18.12 |
|
| Elastic N V Ord Shs (ESTC) | 2.8 | $16M | -12% | 274k | 57.02 |
|
| Compass Cl A (COMP) | 2.4 | $13M | +38% | 1.1M | 12.33 |
|
| Akamai Technologies (AKAM) | 2.4 | $13M | +14% | 111k | 118.21 |
|
| Dynatrace Com New (DT) | 2.3 | $13M | -5% | 289k | 43.91 |
|
| Sailpoint (SAIL) | 2.3 | $13M | +63% | 862k | 14.64 |
|
| Vertex Cl A (VERX) | 2.0 | $11M | +77% | 952k | 11.48 |
|
| Planet Labs Pbc Com Cl A (PL) | 1.9 | $10M | -27% | 314k | 33.13 |
|
| Wayfair Cl A (W) | 1.8 | $10M | 109k | 92.42 |
|
|
| Datadog Cl A Com (DDOG) | 1.6 | $8.8M | -70% | 34k | 260.36 |
|
| Mongodb Cl A (MDB) | 1.6 | $8.7M | -19% | 26k | 335.90 |
|
| Sofi Technologies (SOFI) | 1.6 | $8.7M | +76% | 484k | 17.93 |
|
| CommVault Systems (CVLT) | 1.6 | $8.6M | NEW | 61k | 141.73 |
|
| Ncino (NCNO) | 1.5 | $8.0M | +78% | 492k | 16.35 |
|
| Autodesk (ADSK) | 1.4 | $7.9M | NEW | 41k | 194.42 |
|
| Veeva Sys Cl A Com (VEEV) | 1.2 | $6.8M | NEW | 38k | 177.47 |
|
| Cloudflare Cl A Com (NET) | 1.2 | $6.5M | +5% | 26k | 245.28 |
|
| Nebius Group Shs Class A (NBIS) | 0.3 | $1.8M | -75% | 6.6k | 276.17 |
|
Past Filings by Cypress Point Investment Management
SEC 13F filings are viewable for Cypress Point Investment Management going back to 2026
- Cypress Point Investment Management 2026 Q2 filed Aug. 13, 2026
- Cypress Point Investment Management 2026 Q1 filed May 15, 2026