The Cypress Funds
Latest statistics and disclosures from Cypress Funds's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, MSFT, NVDA, FICO, SPGI, and represent 52.22% of Cypress Funds's stock portfolio.
- Reduced shares in these 10 stocks: AMZN (-$20M), MSFT (-$19M), NVDA (-$15M), CMG (-$14M), FICO (-$13M), SPGI (-$11M), MA (-$11M), AVGO (-$10M), META (-$9.2M), WMT (-$8.9M).
- Sold out of its position in CMG.
- Cypress Funds was a net seller of stock by $-165M.
- Cypress Funds has $605M in assets under management (AUM), dropping by -20.78%.
- Central Index Key (CIK): 0001081198
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Portfolio Holdings for Cypress Funds
Cypress Funds holds 14 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 13.5 | $82M | -20% | 354k | 230.82 |
|
| Microsoft Corporation (MSFT) | 12.7 | $77M | -20% | 158k | 483.62 |
|
| NVIDIA Corporation (NVDA) | 10.0 | $61M | -20% | 324k | 186.50 |
|
| Fair Isaac Corporation (FICO) | 8.7 | $53M | -19% | 31k | 1690.62 |
|
| S&p Global (SPGI) | 7.3 | $44M | -19% | 85k | 522.59 |
|
| Mastercard Cl A (MA) | 7.1 | $43M | -19% | 75k | 570.88 |
|
| Broadcom (AVGO) | 6.6 | $40M | -20% | 116k | 346.10 |
|
| Meta Platforms Cl A (META) | 6.1 | $37M | -20% | 56k | 660.09 |
|
| Wal-Mart Stores (WMT) | 6.0 | $36M | -19% | 325k | 111.41 |
|
| TransDigm Group Incorporated (TDG) | 5.9 | $36M | -19% | 27k | 1329.85 |
|
| Apple (AAPL) | 5.3 | $32M | -19% | 119k | 271.86 |
|
| Cadence Design Systems (CDNS) | 5.2 | $31M | -20% | 100k | 312.58 |
|
| Tyler Technologies (TYL) | 3.2 | $19M | -20% | 43k | 453.95 |
|
| Asml Holding (ASML) | 2.5 | $15M | -19% | 14k | 1069.86 |
|
Past Filings by Cypress Funds
SEC 13F filings are viewable for Cypress Funds going back to 2011
- Cypress Funds 2025 Q4 filed Jan. 20, 2026
- Cypress Funds 2025 Q3 filed Nov. 7, 2025
- Cypress Funds 2025 Q2 filed July 16, 2025
- Cypress Funds 2025 Q1 filed May 14, 2025
- Cypress Funds 2024 Q4 filed Feb. 11, 2025
- Cypress Funds 2024 Q3 filed Nov. 14, 2024
- Cypress Funds 2024 Q2 filed Aug. 1, 2024
- Cypress Funds 2024 Q1 filed May 9, 2024
- Cypress Funds 2023 Q3 filed Nov. 1, 2023
- Cypress Funds 2023 Q2 filed Aug. 7, 2023
- Cypress Funds 2023 Q1 filed May 9, 2023
- Cypress Funds 2022 Q4 filed Jan. 30, 2023
- Cypress Funds 2022 Q3 filed Nov. 3, 2022
- Cypress Funds 2022 Q2 filed Aug. 2, 2022
- Cypress Funds 2022 Q1 filed May 12, 2022
- Cypress Funds 2021 Q4 filed Feb. 10, 2022