Cypress Funds as of Dec. 31, 2020
Portfolio Holdings for Cypress Funds
Cypress Funds holds 17 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 12.8 | $135M | 678k | 199.05 | |
| Amazon (AMZN) | 11.3 | $119M | 37k | 3256.93 | |
| Roku Com Cl A (ROKU) | 9.0 | $95M | 287k | 332.02 | |
| Microsoft Corporation (MSFT) | 7.3 | $77M | 345k | 222.42 | |
| D.R. Horton (DHI) | 6.4 | $67M | 977k | 68.92 | |
| Qualcomm (QCOM) | 5.8 | $61M | 400k | 152.34 | |
| Fair Isaac Corporation (FICO) | 5.6 | $60M | 117k | 511.04 | |
| Mastercard Cl A (MA) | 5.2 | $55M | 154k | 356.94 | |
| NVIDIA Corporation (NVDA) | 5.2 | $54M | 104k | 522.20 | |
| Apple (AAPL) | 4.9 | $51M | 386k | 132.69 | |
| Metropcs Communications (TMUS) | 4.9 | $51M | 380k | 134.85 | |
| Lennar Corp Cl A (LEN) | 4.8 | $51M | 665k | 76.23 | |
| S&p Global (SPGI) | 4.7 | $50M | 152k | 328.73 | |
| Facebook Cl A (META) | 4.2 | $45M | 163k | 273.16 | |
| salesforce (CRM) | 4.0 | $43M | 191k | 222.53 | |
| Lockheed Martin Corporation (LMT) | 2.0 | $21M | 60k | 354.97 | |
| Zillow Group Cl C Cap Stk (Z) | 1.8 | $20M | 150k | 129.80 |
