Cypress Point Investment Management as of March 31, 2026
Portfolio Holdings for Cypress Point Investment Management
Cypress Point Investment Management holds 32 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bandwidth Com Cl A (BAND) | 6.6 | $28M | 1.6M | 17.82 | |
| Procore Technologies (PCOR) | 6.5 | $28M | 486k | 57.00 | |
| Sportradar Group Class A Ord Shs (SRAD) | 6.5 | $28M | 1.7M | 16.74 | |
| Servicetitan Shs Cl A (TTAN) | 6.0 | $26M | 404k | 63.46 | |
| Blend Labs Cl A (BLND) | 5.8 | $25M | 15M | 1.70 | |
| Q2 Holdings (QTWO) | 5.5 | $23M | 491k | 47.30 | |
| Jfrog Ord Shs (FROG) | 5.1 | $22M | 464k | 46.93 | |
| Paymentus Holdings Com Cl A (PAY) | 5.0 | $21M | 840k | 25.40 | |
| Udemy (UDMY) | 5.0 | $21M | 4.6M | 4.62 | |
| Freshworks Class A Com (FRSH) | 4.8 | $20M | 2.5M | 8.03 | |
| Genius Sports Shares Cl A (GENI) | 4.1 | $18M | 4.0M | 4.43 | |
| Sentinelone Cl A (S) | 4.1 | $17M | 1.4M | 12.88 | |
| Elastic N V Ord Shs (ESTC) | 3.7 | $16M | 312k | 49.99 | |
| Datadog Cl A Com (DDOG) | 3.2 | $14M | 115k | 118.05 | |
| Planet Labs Pbc Com Cl A (PL) | 2.8 | $12M | 430k | 27.95 | |
| Dynatrace Com New (DT) | 2.7 | $11M | 305k | 36.98 | |
| Akamai Technologies (AKAM) | 2.6 | $11M | 97k | 114.85 | |
| Snowflake Com Shs (SNOW) | 2.2 | $9.4M | 62k | 150.82 | |
| Wayfair Cl A (W) | 2.0 | $8.3M | 111k | 75.21 | |
| Mongodb Cl A (MDB) | 1.9 | $7.9M | 32k | 244.77 | |
| Guidewire Software (GWRE) | 1.7 | $7.3M | 49k | 149.56 | |
| Sailpoint (SAIL) | 1.6 | $7.0M | 527k | 13.24 | |
| Draftkings Com Cl A (DKNG) | 1.5 | $6.5M | 302k | 21.62 | |
| Vertex Cl A (VERX) | 1.5 | $6.4M | 536k | 11.89 | |
| Workiva Com Cl A (WK) | 1.4 | $6.1M | 103k | 59.63 | |
| Compass Cl A (COMP) | 1.3 | $5.6M | 773k | 7.31 | |
| Cloudflare Cl A Com (NET) | 1.2 | $5.1M | 25k | 206.34 | |
| Sofi Technologies (SOFI) | 1.0 | $4.3M | 273k | 15.88 | |
| Ncino (NCNO) | 1.0 | $4.1M | 275k | 14.98 | |
| Nebius Group Shs Class A (NBIS) | 0.7 | $2.8M | 27k | 103.76 | |
| Unity Software (U) | 0.4 | $1.7M | 76k | 21.94 | |
| Airbnb Com Cl A (ABNB) | 0.4 | $1.6M | 13k | 126.28 |
