# CYPRESS POINT INVESTMENT MANAGEMENT LP: Form 13F holdings

An institutional investment manager in MILL VALLEY, CA. SEC CIK 2058475.

- Quarter ended: 2026-06-30
- Filed: 2026-08-13
- Reported value: $551.7m
- Positions: 33 (33 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2058475/000110465926096019/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BANDWIDTH INC (BAND)](/companies/band.md) | COM CL A | $49.1m | 8.9% | 775,581 |  | Reduced −807,618 |
| SPORTRADAR GROUP AG | CLASS A ORD SHS | $29.9m | 5.4% | 1,994,698 |  | Added +344,225 |
| [Q2 HLDGS INC (QTWO)](/companies/qtwo.md) | COM | $26.4m | 4.8% | 548,929 |  | Added +58,138 |
| [COURSERA INC (COUR)](/companies/cour.md) | COM | $25.7m | 4.7% | 4,551,747 |  | New +4,551,747 |
| GENIUS SPORTS LIMITED | SHARES CL A | $25.2m | 4.6% | 4,151,812 |  | Added +195,543 |
| [FRESHWORKS INC (FRSH)](/companies/frsh.md) | CLASS A COM | $25.1m | 4.6% | 2,481,388 |  | Reduced −48,000 |
| [BLEND LABS INC (BLND)](/companies/blnd.md) | CL A | $24.4m | 4.4% | 14,297,425 |  | Reduced −239,747 |
| [SNOWFLAKE INC (SNOW)](/companies/snow.md) | COM SHS | $23.7m | 4.3% | 93,160 |  | Added +30,839 |
| [SENTINELONE INC (S)](/companies/s.md) | CL A | $21.5m | 3.9% | 1,266,790 |  | Reduced −84,256 |
| [PAYMENTUS HOLDINGS INC (PAY)](/companies/pay.md) | COM CL A | $21.3m | 3.9% | 881,115 |  | Added +41,482 |
| [SERVICETITAN INC (TTAN)](/companies/ttan.md) | SHS CL A | $21.2m | 3.8% | 300,394 |  | Reduced −103,208 |
| [PROCORE TECHNOLOGIES INC (PCOR)](/companies/pcor.md) | COM | $20.8m | 3.8% | 513,203 |  | Added +27,579 |
| [UNITY SOFTWARE INC (U)](/companies/u.md) | COM | $19.7m | 3.6% | 690,070 |  | Added +614,378 |
| [DRAFTKINGS INC NEW (DKNG)](/companies/dkng.md) | COM CL A | $18.9m | 3.4% | 748,649 |  | Added +446,509 |
| JFROG LTD | ORD SHS | $17.3m | 3.1% | 190,770 |  | Reduced −273,166 |
| [ALKAMI TECHNOLOGY INC (ALKT)](/companies/alkt.md) | COM | $17.0m | 3.1% | 936,985 |  | New +936,985 |
| ELASTIC N V | ORD SHS | $15.6m | 2.8% | 274,030 |  | Reduced −38,282 |
| [COMPASS INC (COMP)](/companies/comp.md) | CL A | $13.2m | 2.4% | 1,070,527 |  | Added +298,068 |
| [AKAMAI TECHNOLOGIES INC (AKAM)](/companies/akam.md) | COM | $13.2m | 2.4% | 111,332 |  | Added +14,133 |
| [DYNATRACE INC (DT)](/companies/dt.md) | COM NEW | $12.7m | 2.3% | 289,001 |  | Reduced −15,544 |
| [SAILPOINT INC (SAIL)](/companies/sail.md) | COM | $12.6m | 2.3% | 861,578 |  | Added +334,329 |
| [VERTEX INC (VERX)](/companies/verx.md) | CL A | $10.9m | 2.0% | 952,212 |  | Added +416,311 |
| [PLANET LABS PBC (PL)](/companies/pl.md) | COM CL A | $10.4m | 1.9% | 313,568 |  | Reduced −116,029 |
| [WAYFAIR INC (W)](/companies/w.md) | CL A | $10.1m | 1.8% | 108,812 |  | Reduced −2,105 |
| [DATADOG INC (DDOG)](/companies/ddog.md) | CL A COM | $8.8m | 1.6% | 33,688 |  | Reduced −81,760 |
| [MONGODB INC (MDB)](/companies/mdb.md) | CL A | $8.7m | 1.6% | 25,863 |  | Reduced −6,277 |
| [SOFI TECHNOLOGIES INC (SOFI)](/companies/sofi.md) | COM | $8.7m | 1.6% | 483,640 |  | Added +210,346 |
| [COMMVAULT SYS INC (CVLT)](/companies/cvlt.md) | COM | $8.6m | 1.6% | 60,851 |  | New +60,851 |
| [NCINO INC (NCNO)](/companies/ncno.md) | COM | $8.0m | 1.5% | 492,329 |  | Added +217,168 |
| [AUTODESK INC (ADSK)](/companies/adsk.md) | COM | $7.9m | 1.4% | 40,517 |  | New +40,517 |
| [VEEVA SYS INC (VEEV)](/companies/veev.md) | CL A COM | $6.8m | 1.2% | 38,236 |  | New +38,236 |
| [CLOUDFLARE INC (NET)](/companies/net.md) | CL A COM | $6.5m | 1.2% | 26,422 |  | Added +1,491 |
| NEBIUS GROUP N.V. | SHS CLASS A | $1.8m | 0.3% | 6,640 |  | Reduced −20,605 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AIRBNB INC (ABNB)](/companies/abnb.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −12,491 |
| [GUIDEWIRE SOFTWARE INC (GWRE)](/companies/gwre.md) | COM | $0 | 0.0% | 0 |  | Sold out −48,589 |
| UDEMY INC | COM | $0 | 0.0% | 0 |  | Sold out −4,589,648 |
| [WORKIVA INC (WK)](/companies/wk.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −102,698 |

Source: SEC EDGAR, Form 13F-HR, accession 0001104659-26-096019. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.