Cypress Point Investment Management as of June 30, 2026
Portfolio Holdings for Cypress Point Investment Management
Cypress Point Investment Management holds 33 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bandwidth Com Cl A (BAND) | 8.9 | $49M | 776k | 63.30 | |
| Sportradar Group Class A Ord Shs (SRAD) | 5.4 | $30M | 2.0M | 14.97 | |
| Q2 Holdings (QTWO) | 4.8 | $26M | 549k | 48.10 | |
| Coursera (COUR) | 4.7 | $26M | 4.6M | 5.64 | |
| Genius Sports Shares Cl A (GENI) | 4.6 | $25M | 4.2M | 6.06 | |
| Freshworks Class A Com (FRSH) | 4.6 | $25M | 2.5M | 10.12 | |
| Blend Labs Cl A (BLND) | 4.4 | $24M | 14M | 1.71 | |
| Snowflake Com Shs (SNOW) | 4.3 | $24M | 93k | 254.50 | |
| Sentinelone Cl A (S) | 3.9 | $22M | 1.3M | 16.97 | |
| Paymentus Holdings Com Cl A (PAY) | 3.9 | $21M | 881k | 24.16 | |
| Servicetitan Shs Cl A (TTAN) | 3.8 | $21M | 300k | 70.71 | |
| Procore Technologies (PCOR) | 3.8 | $21M | 513k | 40.62 | |
| Unity Software (U) | 3.6 | $20M | 690k | 28.58 | |
| Draftkings Com Cl A (DKNG) | 3.4 | $19M | 749k | 25.26 | |
| Jfrog Ord Shs (FROG) | 3.1 | $17M | 191k | 90.88 | |
| Alkami Technology (ALKT) | 3.1 | $17M | 937k | 18.12 | |
| Elastic N V Ord Shs (ESTC) | 2.8 | $16M | 274k | 57.02 | |
| Compass Cl A (COMP) | 2.4 | $13M | 1.1M | 12.33 | |
| Akamai Technologies (AKAM) | 2.4 | $13M | 111k | 118.21 | |
| Dynatrace Com New (DT) | 2.3 | $13M | 289k | 43.91 | |
| Sailpoint (SAIL) | 2.3 | $13M | 862k | 14.64 | |
| Vertex Cl A (VERX) | 2.0 | $11M | 952k | 11.48 | |
| Planet Labs Pbc Com Cl A (PL) | 1.9 | $10M | 314k | 33.13 | |
| Wayfair Cl A (W) | 1.8 | $10M | 109k | 92.42 | |
| Datadog Cl A Com (DDOG) | 1.6 | $8.8M | 34k | 260.36 | |
| Mongodb Cl A (MDB) | 1.6 | $8.7M | 26k | 335.90 | |
| Sofi Technologies (SOFI) | 1.6 | $8.7M | 484k | 17.93 | |
| CommVault Systems (CVLT) | 1.6 | $8.6M | 61k | 141.73 | |
| Ncino (NCNO) | 1.5 | $8.0M | 492k | 16.35 | |
| Autodesk (ADSK) | 1.4 | $7.9M | 41k | 194.42 | |
| Veeva Sys Cl A Com (VEEV) | 1.2 | $6.8M | 38k | 177.47 | |
| Cloudflare Cl A Com (NET) | 1.2 | $6.5M | 26k | 245.28 | |
| Nebius Group Shs Class A (NBIS) | 0.3 | $1.8M | 6.6k | 276.17 |
