Cypress Funds as of Sept. 30, 2019
Portfolio Holdings for Cypress Funds
Cypress Funds holds 14 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fair Isaac Corporation (FICO) | 12.1 | $62M | 205k | 303.51 | |
| Amazon (AMZN) | 11.3 | $58M | 34k | 1735.91 | |
| Roku (ROKU) | 9.8 | $51M | 496k | 101.76 | |
| Microsoft Corporation (MSFT) | 8.4 | $43M | 310k | 139.03 | |
| Xpo Logistics Inc equity (XPO) | 7.7 | $39M | 550k | 71.57 | |
| Lockheed Martin Corporation (LMT) | 7.6 | $39M | 100k | 390.06 | |
| Facebook Inc cl a (META) | 7.5 | $38M | 215k | 178.08 | |
| Intuit (INTU) | 7.3 | $38M | 141k | 265.94 | |
| salesforce (CRM) | 5.8 | $30M | 200k | 148.44 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 4.9 | $25M | 820k | 30.95 | |
| Zendesk | 4.8 | $24M | 335k | 72.88 | |
| D.R. Horton (DHI) | 4.6 | $24M | 450k | 52.71 | |
| Ringcentral (RNG) | 4.4 | $23M | 180k | 125.66 | |
| Progressive Corporation (PGR) | 3.8 | $19M | 250k | 77.25 |
