§ 13F · FUND PROFILE
CYPRESS POINT INVESTMENT MANAGEMENT LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 31Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$465.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BLND | BLEND LABS INC | 11.85M | $36.0T | 7.7% | NEW |
| 2 | GENI | GENIUS SPORTS LIMITED | 3.13M | $34.5T | 7.4% | NEW |
| 3 | QTWO | Q2 HLDGS INC | 460K | $33.2T | 7.1% | NEW |
| 4 | SRAD | SPORTRADAR GROUP AG | 1.28M | $30.3T | 6.5% | NEW |
| 5 | FROG | JFROG LTD | 424K | $26.5T | 5.7% | NEW |
| 6 | FRSH | FRESHWORKS INC | 2.06M | $25.6T | 5.5% | NEW |
| 7 | UDMY | UDEMY INC | 4.38M | $25.6T | 5.5% | NEW |
| 8 | S | SENTINELONE INC | 1.64M | $24.7T | 5.3% | NEW |
| 9 | BAND | BANDWIDTH INC | 1.51M | $23.3T | 5.0% | NEW |
| 10 | PCOR | PROCORE TECHNOLOGIES INC | 315K | $22.9T | 4.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CYPRESS SIGNAL
AC read
CYPRESS POINT INVESTMENT MANAGEMENT LP is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed