The Cypress Funds
Latest statistics and disclosures from Cypress Funds's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, NVDA, MSFT, AVGO, MA, and represent 52.26% of Cypress Funds's stock portfolio.
- Reduced shares in these 10 stocks: AMZN (-$18M), NVDA (-$14M), MSFT (-$12M), AVGO (-$9.2M), MA (-$8.1M), WMT (-$7.9M), CDNS (-$7.9M), FICO (-$7.8M), TDG (-$7.5M), SPGI (-$7.3M).
- Cypress Funds was a net seller of stock by $-117M.
- Cypress Funds has $314M in assets under management (AUM), dropping by -21.01%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 15.1 | $47M | -27% | 199k | 238.34 |
|
| NVIDIA Corporation (NVDA) | 11.8 | $37M | -26% | 185k | 200.09 |
|
| Microsoft Corporation (MSFT) | 10.6 | $33M | -27% | 90k | 373.02 |
|
| Broadcom (AVGO) | 7.9 | $25M | -27% | 66k | 377.75 |
|
| Mastercard Cl A (MA) | 6.9 | $22M | -27% | 42k | 513.60 |
|
| Fair Isaac Corporation (FICO) | 6.7 | $21M | -27% | 18k | 1194.78 |
|
| Cadence Design Systems (CDNS) | 6.7 | $21M | -27% | 56k | 375.32 |
|
| Wal-Mart Stores (WMT) | 6.6 | $21M | -27% | 182k | 113.26 |
|
| TransDigm Group Incorporated (TDG) | 6.4 | $20M | -27% | 15k | 1332.04 |
|
| S&p Global (SPGI) | 6.2 | $19M | -27% | 48k | 407.26 |
|
| Meta Platforms Cl A (META) | 5.6 | $18M | -27% | 31k | 563.29 |
|
| Libety Media Corp-Liberty Formula one Com Lbty One S C (FWONK) | 4.1 | $13M | -26% | 136k | 95.14 |
|
| Apple (AAPL) | 3.2 | $10M | -26% | 35k | 289.36 |
|
| Tyler Technologies (TYL) | 2.2 | $7.0M | -27% | 24k | 292.46 |
|
Past Filings by Cypress Funds
SEC 13F filings are viewable for Cypress Funds going back to 2011
- Cypress Funds 2026 Q2 filed Aug. 7, 2026
- Cypress Funds 2025 Q1 restated filed July 15, 2026
- 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