CYPRESS POINT INVESTMENT MANAGEMENT LP

CIK 0002058475 · MILL VALLEY, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

CYPRESS POINT INVESTMENT MANAGEMENT LP reported 33 positions worth $551.7M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: BAND (8.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$551.7M
2026 Q2
Positions
33
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.3%
Est. Net Flow (Q)
2026 Q2
10 / 33 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BANDBANDWIDTH INCSH$49.1M8.90%775,581
2SRADSPORTRADAR GROUP AGSH$29.9M5.41%1,994,698
3QTWOQ2 HLDGS INCSH$26.4M4.79%548,929
4COURCOURSERA INCSH$25.7M4.65%4,551,747
5GENIGENIUS SPORTS LIMITEDSH$25.2M4.56%4,151,812
6FRSHFRESHWORKS INCSH$25.1M4.55%2,481,388
7BLNDBLEND LABS INCSH$24.4M4.43%14,297,425
8SNOWSNOWFLAKE INCSH$23.7M4.30%93,160
9SSENTINELONE INCSH$21.5M3.90%1,266,790
10PAYPAYMENTUS HOLDINGS INCSH$21.3M3.86%881,115

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does CYPRESS POINT INVESTMENT MANAGEMENT LP hold as of Q2 2026?

CYPRESS POINT INVESTMENT MANAGEMENT LP reported 33 positions worth $551.7M in its Q2 2026 13F filing. Largest positions: BAND (8.9%), SRAD (5.4%), QTWO (4.8%), COUR (4.7%) and GENI (4.6%).

What did CYPRESS POINT INVESTMENT MANAGEMENT LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did CYPRESS POINT INVESTMENT MANAGEMENT LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.