Cypress Funds as of June 30, 2019
Portfolio Holdings for Cypress Funds
Cypress Funds holds 17 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Boeing Company (BA) | 10.7 | $68M | 186k | 364.01 | |
| Amazon (AMZN) | 10.0 | $63M | 34k | 1893.64 | |
| Intuit (INTU) | 7.2 | $46M | 176k | 261.33 | |
| Facebook Inc cl a (META) | 6.7 | $43M | 220k | 193.00 | |
| Microsoft Corporation (MSFT) | 6.5 | $42M | 310k | 133.96 | |
| salesforce (CRM) | 6.5 | $41M | 270k | 151.73 | |
| Roku (ROKU) | 5.8 | $37M | 410k | 90.58 | |
| Lockheed Martin Corporation (LMT) | 5.7 | $36M | 100k | 363.54 | |
| Okta Inc cl a (OKTA) | 5.1 | $32M | 260k | 123.51 | |
| Twilio Inc cl a (TWLO) | 4.9 | $31M | 230k | 136.35 | |
| Qualcomm (QCOM) | 4.9 | $31M | 410k | 76.07 | |
| Zendesk | 4.8 | $31M | 345k | 89.03 | |
| Cheniere Energy (LNG) | 4.6 | $29M | 425k | 68.45 | |
| Fair Isaac Corporation (FICO) | 4.5 | $28M | 90k | 314.02 | |
| Freeport-McMoRan Copper & Gold (FCX) | 4.4 | $28M | 2.4M | 11.61 | |
| Xpo Logistics Inc equity (XPO) | 4.0 | $25M | 435k | 57.81 | |
| Netflix (NFLX) | 3.8 | $24M | 65k | 367.32 |
