§ 13F · FUND PROFILE
CYPRESS POINT INVESTMENT MANAGEMENT LP.
AUM · $552M (13F)Positions · 33Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$66M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BAND | BANDWIDTH INC | 776K | $49M | 8.9% | −51% |
| 2 | SRAD | SPORTRADAR GROUP AG | 1.99M | $30M | 5.4% | +21% |
| 3 | QTWO | Q2 HLDGS INC | 549K | $26M | 4.8% | +12% |
| 4 | COUR | COURSERA INC | 4.55M | $26M | 4.7% | NEW |
| 5 | GENI | GENIUS SPORTS LIMITED | 4.15M | $25M | 4.6% | +5% |
| 6 | FRSH | FRESHWORKS INC | 2.48M | $25M | 4.6% | −2% |
| 7 | BLND | BLEND LABS INC | 14.30M | $24M | 4.4% | −2% |
| 8 | SNOW | SNOWFLAKE INC | 93K | $24M | 4.3% | +49% |
| 9 | S | SENTINELONE INC | 1.27M | $21M | 3.9% | −6% |
| 10 | PAY | PAYMENTUS HOLDINGS INC | 881K | $21M | 3.9% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CYPRESS SIGNAL
AC read
CYPRESS POINT INVESTMENT MANAGEMENT LP is a Other fund managing $552 million in assets. The fund runs a portfolio of 33 positions.
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