CYPRESS POINT INVESTMENT MANAGEMENT LP
An institutional investment manager in MILL VALLEY, CA. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026. SEC CIK 2058475.
- Reported value$551.7m
- Positions33
Holdings: 33 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Bandwidth IncBAND | COM CL A | 05988J103 | 49.1 | 8.9% | 775,581 | Reduced−807,618 | |
| Sportradar Group AG | CLASS A ORD SHS | H8088L103 | 29.9 | 5.4% | 1,994,698 | Added+344,225 | |
| Q2 Holdings IncQTWO | COM | 74736L109 | 26.4 | 4.8% | 548,929 | Added+58,138 | |
| Coursera IncCOUR | COM | 22266M104 | 25.7 | 4.7% | 4,551,747 | New+4,551,747 | |
| Genius Sports Limited | SHARES CL A | G3934V109 | 25.2 | 4.6% | 4,151,812 | Added+195,543 | |
| Freshworks IncFRSH | CLASS A COM | 358054104 | 25.1 | 4.6% | 2,481,388 | Reduced−48,000 | |
| Blend Labs IncBLND | CL A | 09352U108 | 24.4 | 4.4% | 14,297,425 | Reduced−239,747 | |
| Snowflake IncSNOW | COM SHS | 833445109 | 23.7 | 4.3% | 93,160 | Added+30,839 | |
| Sentinelone IncS | CL A | 81730H109 | 21.5 | 3.9% | 1,266,790 | Reduced−84,256 | |
| Paymentus Holdings IncPAY | COM CL A | 70439P108 | 21.3 | 3.9% | 881,115 | Added+41,482 | |
| Servicetitan IncTTAN | SHS CL A | 81764X103 | 21.2 | 3.8% | 300,394 | Reduced−103,208 | |
| Procore Technologies IncPCOR | COM | 74275K108 | 20.8 | 3.8% | 513,203 | Added+27,579 | |
| Unity Software IncU | COM | 91332U101 | 19.7 | 3.6% | 690,070 | Added+614,378 | |
| Draftkings Inc NewDKNG | COM CL A | 26142V105 | 18.9 | 3.4% | 748,649 | Added+446,509 | |
| Jfrog Ltd | ORD SHS | M6191J100 | 17.3 | 3.1% | 190,770 | Reduced−273,166 | |
| Alkami Technology IncALKT | COM | 01644J108 | 17.0 | 3.1% | 936,985 | New+936,985 | |
| Elastic N V | ORD SHS | N14506104 | 15.6 | 2.8% | 274,030 | Reduced−38,282 | |
| Compass IncCOMP | CL A | 20464U100 | 13.2 | 2.4% | 1,070,527 | Added+298,068 | |
| Akamai Technologies IncAKAM | COM | 00971T101 | 13.2 | 2.4% | 111,332 | Added+14,133 | |
| Dynatrace IncDT | COM NEW | 268150109 | 12.7 | 2.3% | 289,001 | Reduced−15,544 | |
| Sailpoint IncSAIL | COM | 78781J109 | 12.6 | 2.3% | 861,578 | Added+334,329 | |
| Vertex IncVERX | CL A | 92538J106 | 10.9 | 2.0% | 952,212 | Added+416,311 | |
| Planet Labs PBCPL | COM CL A | 72703X106 | 10.4 | 1.9% | 313,568 | Reduced−116,029 | |
| Wayfair IncW | CL A | 94419L101 | 10.1 | 1.8% | 108,812 | Reduced−2,105 | |
| Datadog IncDDOG | CL A COM | 23804L103 | 8.8 | 1.6% | 33,688 | Reduced−81,760 | |
| Mongodb IncMDB | CL A | 60937P106 | 8.7 | 1.6% | 25,863 | Reduced−6,277 | |
| Sofi Technologies IncSOFI | COM | 83406F102 | 8.7 | 1.6% | 483,640 | Added+210,346 | |
| Commvault Sys IncCVLT | COM | 204166102 | 8.6 | 1.6% | 60,851 | New+60,851 | |
| Ncino IncNCNO | COM | 63947X101 | 8.0 | 1.5% | 492,329 | Added+217,168 | |
| Autodesk IncADSK | COM | 052769106 | 7.9 | 1.4% | 40,517 | New+40,517 | |
| Veeva Sys IncVEEV | CL A COM | 922475108 | 6.8 | 1.2% | 38,236 | New+38,236 | |
| Cloudflare IncNET | CL A COM | 18915M107 | 6.5 | 1.2% | 26,422 | Added+1,491 | |
| Nebius Group N.V. | SHS CLASS A | N97284108 | 1.8 | 0.3% | 6,640 | Reduced−20,605 |
Sold out: 4 positions
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Airbnb IncABNB | COM CL A | 009066101 | 0.0 | 0.0% | 0 | Sold out−12,491 | |
| Guidewire Software IncGWRE | COM | 40171V100 | 0.0 | 0.0% | 0 | Sold out−48,589 | |
| Udemy Inc | COM | 902685106 | 0.0 | 0.0% | 0 | Sold out−4,589,648 | |
| Workiva IncWK | COM CL A | 98139A105 | 0.0 | 0.0% | 0 | Sold out−102,698 |
Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-096019 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.