Cypress Funds as of Sept. 30, 2020
Portfolio Holdings for Cypress Funds
Cypress Funds holds 16 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 12.3 | $115M | 37k | 3148.73 | |
| Sea Sponsord Ads (SE) | 11.2 | $104M | 678k | 154.04 | |
| Microsoft Corporation (MSFT) | 7.7 | $73M | 345k | 210.33 | |
| D.R. Horton (DHI) | 6.9 | $64M | 852k | 75.63 | |
| NVIDIA Corporation (NVDA) | 6.0 | $56M | 104k | 541.22 | |
| S&p Global (SPGI) | 5.9 | $55M | 152k | 360.60 | |
| Roku Com Cl A (ROKU) | 5.8 | $54M | 287k | 188.80 | |
| Mastercard Cl A (MA) | 5.6 | $52M | 154k | 338.17 | |
| Fair Isaac Corporation (FICO) | 5.3 | $50M | 117k | 425.38 | |
| salesforce (CRM) | 5.1 | $48M | 191k | 251.32 | |
| Qualcomm (QCOM) | 5.0 | $47M | 400k | 117.68 | |
| Apple (AAPL) | 4.8 | $45M | 386k | 115.81 | |
| Lennar Corp Cl A (LEN) | 4.7 | $44M | 540k | 81.68 | |
| Metropcs Communications (TMUS) | 4.6 | $44M | 380k | 114.36 | |
| Facebook Cl A (META) | 4.6 | $43M | 163k | 261.90 | |
| Lockheed Martin Corporation (LMT) | 4.5 | $42M | 110k | 383.28 |
