Cypress Growth Fund Iii as of June 30, 2021
Portfolio Holdings for Cypress Growth Fund Iii
Cypress Growth Fund Iii holds 31 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| UnitedHealth (UNH) | 6.7 | $8.0M | 20k | 400.45 | |
| Five9 (FIVN) | 6.1 | $7.3M | 40k | 183.40 | |
| Microchip Technology (MCHP) | 4.9 | $5.8M | 39k | 149.74 | |
| Arista Networks (ANET) | 4.8 | $5.8M | 16k | 362.31 | |
| Intuit (INTU) | 4.8 | $5.8M | 12k | 490.17 | |
| Ringcentral Cl A (RNG) | 4.6 | $5.5M | 19k | 290.58 | |
| Laboratory Corp Amer Hldgs Com New | 4.4 | $5.2M | 19k | 275.84 | |
| Kla Corp Com New (KLAC) | 4.3 | $5.2M | 16k | 324.19 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $4.9M | 2.0k | 2442.00 | |
| Palo Alto Networks (PANW) | 4.0 | $4.8M | 13k | 371.08 | |
| Broadcom (AVGO) | 4.0 | $4.8M | 10k | 476.80 | |
| Nuance Communications | 3.6 | $4.4M | 80k | 54.44 | |
| Fireeye | 3.5 | $4.2M | 210k | 20.22 | |
| Akamai Technologies (AKAM) | 3.4 | $4.1M | 35k | 116.60 | |
| CVS Caremark Corporation (CVS) | 3.1 | $3.8M | 45k | 83.44 | |
| Workday Cl A (WDAY) | 3.0 | $3.6M | 15k | 238.73 | |
| Chegg (CHGG) | 2.9 | $3.5M | 42k | 83.12 | |
| Facebook Cl A (META) | 2.9 | $3.5M | 10k | 347.70 | |
| Maxim Integrated Products | 2.8 | $3.4M | 32k | 105.38 | |
| Cloudera | 2.7 | $3.2M | 201k | 15.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $3.0M | 1.2k | 2506.23 | |
| Crown Castle Intl (CCI) | 2.4 | $2.9M | 15k | 195.13 | |
| Alibaba Group Hldg Ads (BABA) | 2.3 | $2.7M | 12k | 226.75 | |
| Upwork (UPWK) | 2.2 | $2.6M | 45k | 58.29 | |
| MaxLinear (MXL) | 2.1 | $2.5M | 60k | 42.48 | |
| New Relic | 1.7 | $2.0M | 30k | 66.97 | |
| Ooma (OOMA) | 1.6 | $1.9M | 100k | 18.86 | |
| Natus Medical | 1.5 | $1.8M | 70k | 25.99 | |
| stock | 1.4 | $1.7M | 12k | 144.58 | |
| Green Dot Corp Cl A (GDOT) | 1.4 | $1.6M | 35k | 46.86 | |
| Zuora Com Cl A (ZUO) | 0.2 | $216k | 13k | 17.28 |
