The Cypress Funds

Cypress Funds as of June 30, 2018

Portfolio Holdings for Cypress Funds

Cypress Funds holds 20 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Facebook Inc cl a (META) 10.5 $67M 345k 194.32
Boeing Company (BA) 9.1 $58M 173k 335.51
Amazon (AMZN) 8.2 $53M 31k 1699.81
Cheniere Energy (LNG) 8.0 $51M 789k 65.19
Xpo Logistics Inc equity (XPO) 7.0 $45M 450k 100.18
Churchill Downs (CHDN) 5.6 $36M 121k 296.50
Southern Copper Corporation (SCCO) 5.5 $36M 757k 46.87
salesforce (CRM) 5.1 $33M 240k 136.40
UnitedHealth (UNH) 4.7 $30M 124k 245.34
Intuit (INTU) 4.7 $30M 147k 204.31
Intuitive Surgical (ISRG) 4.5 $29M 60k 478.48
Microsoft Corporation (MSFT) 4.5 $29M 289k 98.61
Raytheon Company 4.1 $27M 137k 193.18
Northrop Grumman Corporation (NOC) 3.9 $25M 81k 307.70
Lockheed Martin Corporation (LMT) 3.7 $24M 80k 295.42
Jd (JD) 3.1 $20M 511k 38.95
Monro Muffler Brake (MNRO) 2.8 $18M 305k 58.10
Roku (ROKU) 2.0 $13M 300k 42.62
Cornerstone Ondemand 1.9 $12M 261k 47.43
Match 1.0 $6.2M 160k 38.74