# CYPRESS POINT INVESTMENT MANAGEMENT LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2058475. Source: https://holderbook.com/funds/2058475-cypress-point-investment-management-lp/

- Reported value: $551.7M
- Positions: 33
- Weight of the ten largest: 49.3%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BANDWIDTH INC | [BAND](https://holderbook.com/stocks/BAND/) | $49.1M | 775,581 | 8.9% | 3 |
| SPORTRADAR GROUP AG | [SRAD](https://holderbook.com/stocks/SRAD/) | $29.9M | 1,994,698 | 5.4% | 3 |
| Q2 HLDGS INC | [QTWO](https://holderbook.com/stocks/QTWO/) | $26.4M | 548,929 | 4.8% | 3 |
| COURSERA INC | [COUR](https://holderbook.com/stocks/COUR/) | $25.7M | 4,551,747 | 4.7% | 1 |
| GENIUS SPORTS LIMITED | [GENI](https://holderbook.com/stocks/GENI/) | $25.2M | 4,151,812 | 4.6% | 3 |
| FRESHWORKS INC | [FRSH](https://holderbook.com/stocks/FRSH/) | $25.1M | 2,481,388 | 4.6% | 3 |
| BLEND LABS INC | [BLND](https://holderbook.com/stocks/BLND/) | $24.4M | 14,297,425 | 4.4% | 3 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $23.7M | 93,160 | 4.3% | 3 |
| SENTINELONE INC | [S](https://holderbook.com/stocks/S/) | $21.5M | 1,266,790 | 3.9% | 3 |
| PAYMENTUS HOLDINGS INC | [PAY](https://holderbook.com/stocks/PAY/) | $21.3M | 881,115 | 3.9% | 3 |
| SERVICETITAN INC | [TTAN](https://holderbook.com/stocks/TTAN/) | $21.2M | 300,394 | 3.8% | 3 |
| PROCORE TECHNOLOGIES INC | [PCOR](https://holderbook.com/stocks/PCOR/) | $20.8M | 513,203 | 3.8% | 3 |
| UNITY SOFTWARE INC | [U](https://holderbook.com/stocks/U/) | $19.7M | 690,070 | 3.6% | 2 |
| DRAFTKINGS INC NEW | [DKNG](https://holderbook.com/stocks/DKNG/) | $18.9M | 748,649 | 3.4% | 3 |
| JFROG LTD | [FROG](https://holderbook.com/stocks/FROG/) | $17.3M | 190,770 | 3.1% | 3 |
| ALKAMI TECHNOLOGY INC | [ALKT](https://holderbook.com/stocks/ALKT/) | $17.0M | 936,985 | 3.1% | 1 |
| ELASTIC N V | [ESTC](https://holderbook.com/stocks/ESTC/) | $15.6M | 274,030 | 2.8% | 3 |
| COMPASS INC | [COMP](https://holderbook.com/stocks/COMP/) | $13.2M | 1,070,527 | 2.4% | 3 |
| AKAMAI TECHNOLOGIES INC | [AKAM](https://holderbook.com/stocks/AKAM/) | $13.2M | 111,332 | 2.4% | 3 |
| DYNATRACE INC | [DT](https://holderbook.com/stocks/DT/) | $12.7M | 289,001 | 2.3% | 3 |
| SAILPOINT INC | [SAIL](https://holderbook.com/stocks/SAIL/) | $12.6M | 861,578 | 2.3% | 3 |
| VERTEX INC | [VERX](https://holderbook.com/stocks/VERX/) | $10.9M | 952,212 | 2.0% | 3 |
| PLANET LABS PBC | [PL](https://holderbook.com/stocks/PL/) | $10.4M | 313,568 | 1.9% | 3 |
| WAYFAIR INC | [W](https://holderbook.com/stocks/W/) | $10.1M | 108,812 | 1.8% | 3 |
| DATADOG INC | [DDOG](https://holderbook.com/stocks/DDOG/) | $8.8M | 33,688 | 1.6% | 3 |
| MONGODB INC | [MDB](https://holderbook.com/stocks/MDB/) | $8.7M | 25,863 | 1.6% | 2 |
| SOFI TECHNOLOGIES INC | [SOFI](https://holderbook.com/stocks/SOFI/) | $8.7M | 483,640 | 1.6% | 3 |
| COMMVAULT SYS INC | [CVLT](https://holderbook.com/stocks/CVLT/) | $8.6M | 60,851 | 1.6% | 1 |
| NCINO INC | [NCNO](https://holderbook.com/stocks/NCNO/) | $8.0M | 492,329 | 1.5% | 3 |
| AUTODESK INC | [ADSK](https://holderbook.com/stocks/ADSK/) | $7.9M | 40,517 | 1.4% | 1 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $6.8M | 38,236 | 1.2% | 1 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $6.5M | 26,422 | 1.2% | 3 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $1.8M | 6,640 | 0.3% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +36.2% | +14.8% | +21.4% | 95% |
| Q1 2026 | -25.9% | -4.6% | -21.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $551.7M | 33 |
| Q1 2026 | $424.5M | 32 |
| Q4 2025 | $465.0M | 30 |