CYPRESS POINT INVESTMENT MANAGEMENT LP
13F Reported Value
ⓘ$424.5M
Holdings
32
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
CYPRESS POINT INVESTMENT MANAGEMENT LP disclosed 32 positions worth $424.5M in its Form 13F-HR for Q1 2026, led by $BAND (Bandwidth Inc.) at 6.7% of the equity portfolio, followed by $PCOR and $SRAD. During the quarter the fund opened 6 new positions and exited 5 — including a new stake in $MDB and a full exit from $CXM. The portfolio is most concentrated in Technology (77.4% of disclosed assets). All figures are sourced directly from CYPRESS POINT INVESTMENT MANAGEMENT LP’s Form 13F-HR filing with the SEC under CIK 2058475.
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 44.2#1,782
Quality
$28.2M1,583,199 sh - 51.8#1,378
Quality
$27.7M485,624 sh - —
Quality
$27.6M1,650,473 sh - 42.7
Quality
$25.6M403,602 sh - 24.1
Quality
$24.7M14,537,172 sh - 62.4
Quality
$23.2M490,791 sh - —
Quality
$21.8M463,936 sh - 70.2
Quality
$21.3M839,633 sh - 46.3
Quality
$21.2M4,589,648 sh - 55.5
Quality
$20.3M2,529,388 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Bandwidth Inc.$BAND | 44.2#1,782 | $28.2M | 1,583,199 |
 PROCORE TECHNOLOGIES, INC.$PCOR | 51.8#1,378 | $27.7M | 485,624 |
 Sportradar Group AG$SRAD | — | $27.6M | 1,650,473 |
 ServiceTitan, Inc.$TTAN | 42.7 | $25.6M | 403,602 |
 Blend Labs, Inc.$BLND | 24.1 | $24.7M | 14,537,172 |
 Q2 Holdings, Inc.$QTWO | 62.4 | $23.2M | 490,791 |
 JFrog Ltd$FROG | — | $21.8M | 463,936 |
 Paymentus Holdings, Inc.$PAY | 70.2 | $21.3M | 839,633 |
 Udemy, Inc.$UDMY | 46.3 | $21.2M | 4,589,648 |
 Freshworks Inc.$FRSH | 55.5 | $20.3M | 2,529,388 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CYPRESS POINT INVESTMENT MANAGEMENT LP's 32 positions.
Showing top 10 of 32 holdings.
Sector Allocation
Technology
$328.4M
Industrials
$32.5M
Consumer Discretionary
$29.5M
Communication Services
$24.1M
Real Estate
$5.6M
Financials
$4.3M
Full Holdings — CYPRESS POINT INVESTMENT MANAGEMENT LP (Q1 2026)
All 32 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BAND | Bandwidth Inc. | $28.2M | 6.7% | +5% | 44.2 |
| 2 | $PCOR | PROCORE TECHNOLOGIES, INC. | $27.7M | 6.5% | +54% | 51.8 |
| 3 | $SRAD | Sportradar Group AG | $27.6M | 6.5% | +29% | — |
| 4 | $TTAN | ServiceTitan, Inc. | $25.6M | 6.0% | +1092% | 42.7 |
| 5 | $BLND | Blend Labs, Inc. | $24.7M | 5.8% | +23% | 24.1 |
| 6 | $QTWO | Q2 Holdings, Inc. | $23.2M | 5.5% | +7% | 62.4 |
| 7 | $FROG | JFrog Ltd | $21.8M | 5.1% | +9% | — |
| 8 | $PAY | Paymentus Holdings, Inc. | $21.3M | 5.0% | +220% | 70.2 |
| 9 | $UDMY | Udemy, Inc. | $21.2M | 5.0% | +5% | 46.3 |
| 10 | $FRSH | Freshworks Inc. | $20.3M | 4.8% | +23% | 55.5 |
| 11 |  $GENI | Genius Sports Ltd | $17.5M | 4.1% | +26% | — |
| 12 |  $S | SentinelOne, Inc. | $17.4M | 4.1% | -18% | 41.4 |
| 13 |  $ESTC | Elastic N.V. | $15.6M | 3.7% | +8% | — |
| 14 |  $DDOG | Datadog, Inc. | $13.6M | 3.2% | +71% | 62.9 |
| 15 |  $PL | Planet Labs PBC | $12.0M | 2.8% | -52% | 42.2 |
| 16 |  $DT | Dynatrace, Inc. | $11.3M | 2.6% | +210% | 77.6 |
| 17 |  $AKAM | AKAMAI TECHNOLOGIES INC | $11.2M | 2.6% | +17% | 62 |
| 18 |  $SNOW | Snowflake Inc. | $9.4M | 2.2% | +124% | 49.6 |
| 19 |  $W | Wayfair Inc. | $8.3M | 2.0% | +227% | 40.5 |
| 20 |  $MDB | MongoDB, Inc. | $7.9M | 1.9% | NEW | 54.6 |
| 21 |  $GWRE | Guidewire Software, Inc. | $7.3M | 1.7% | NEW | 66.2 |
| 22 |  $SAIL | SailPoint, Inc. | $7.0M | 1.6% | +91% | 29.5 |
| 23 |  $DKNG | DraftKings Inc. | $6.5M | 1.5% | -51% | 54 |
| 24 |  $VERX | Vertex, Inc. | $6.4M | 1.5% | +136% | 49.8 |
| 25 |  $WK | WORKIVA INC | $6.1M | 1.4% | NEW | 52.8 |
| 26 |  $COMP | Compass, Inc. | $5.6M | 1.3% | +319% | 58.3 |
| 27 |  $NET | Cloudflare, Inc. | $5.1M | 1.2% | -20% | 52.6 |
| 28 |  $SOFI | SoFi Technologies, Inc. | $4.3M | 1.0% | +276% | 53.8 |
| 29 |  $NCNO | nCino, Inc. | $4.1M | 1.0% | -15% | 53.7 |
| 30 |  $NBIS | Nebius Group N.V. | $2.8M | 0.7% | NEW | — |
| 31 |  $U | Unity Software Inc. | $1.7M | 0.4% | NEW | 35.1 |
| 32 |  $ABNB | Airbnb, Inc. | $1.6M | 0.4% | NEW | 70.1 |
New Positions (6)
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