The Cypress Funds
Latest statistics and disclosures from Cypress Funds's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, MSFT, NVDA, WMT, MA, and represent 52.01% of Cypress Funds's stock portfolio.
- Added to shares of these 1 stock: FWONK (+$16M).
- Started 1 new stock position in FWONK.
- Reduced shares in these 10 stocks: AAPL (-$18M), AMZN (-$17M), , MSFT (-$13M), NVDA (-$13M), WMT (-$9.0M), MA (-$8.4M), SPGI (-$8.1M), AVGO (-$8.0M), FICO (-$7.5M).
- Sold out of its position in ASML.
- Cypress Funds was a net seller of stock by $-124M.
- Cypress Funds has $398M in assets under management (AUM), dropping by -34.24%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 14.4 | $57M | -22% | 274k | 208.27 |
|
| Microsoft Corporation (MSFT) | 11.4 | $45M | -22% | 123k | 370.17 |
|
| NVIDIA Corporation (NVDA) | 11.0 | $44M | -22% | 252k | 174.40 |
|
| Wal-Mart Stores (WMT) | 7.9 | $31M | -22% | 252k | 124.28 |
|
| Mastercard Cl A (MA) | 7.3 | $29M | -22% | 58k | 499.66 |
|
| S&p Global (SPGI) | 7.0 | $28M | -22% | 66k | 425.34 |
|
| Broadcom (AVGO) | 7.0 | $28M | -22% | 90k | 309.51 |
|
| Fair Isaac Corporation (FICO) | 6.5 | $26M | -22% | 24k | 1067.54 |
|
| Meta Platforms Cl A (META) | 6.2 | $25M | -22% | 43k | 572.13 |
|
| TransDigm Group Incorporated (TDG) | 6.0 | $24M | -22% | 21k | 1158.96 |
|
| Cadence Design Systems (CDNS) | 5.4 | $22M | -22% | 78k | 277.87 |
|
| Libety Media Corp-Liberty Formula one Com Lbty One S C (FWONK) | 4.0 | $16M | NEW | 185k | 85.02 |
|
| Apple (AAPL) | 3.0 | $12M | -60% | 47k | 253.79 |
|
| Tyler Technologies (TYL) | 2.8 | $11M | -23% | 33k | 342.38 |
|
Past Filings by Cypress Funds
SEC 13F filings are viewable for Cypress Funds going back to 2011
- Cypress Funds 2026 Q1 filed July 9, 2026
- Cypress Funds 2025 Q1 restated filed May 12, 2026
- 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