Cypress Funds LLC

Cypress Funds LLC reported 14 holdings worth US$314M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 ยท Filed Aug 7, 2026

Cypress Funds LLC reported 14 holdings worth US$314M as of Jun 30, 2026. Largest: Amazon.com, Inc., Nvidia Corporation and Microsoft Corp. Filed Aug 7, 2026 (Form 13F).

Holdings
14
Value as reported
US$314M

The filing in full

CompanySharesValue as reported% of portfolio
Amazon.com, Inc.199KUS$47.3M15.1%
Nvidia Corporation185KUS$36.9M11.8%
Microsoft Corp.89,465US$33.4M10.6%
Broadcom Inc.65,613US$24.8M7.9%
Mastercard Incorporated42,269US$21.7M6.9%
Fair Isaac Corporation17,726US$21.2M6.7%
Cadence Design Systems, Inc.56,386US$21.2M6.7%
Walmart Inc.182KUS$20.6M6.6%
Transdigm Group Inc.15,056US$20.1M6.4%
S&p Global Inc.47,588US$19.4M6.2%
Meta Platforms, Inc.31,320US$17.6M5.6%
Liberty Media Corporation - Series A Liberty Formula One135KUS$12.9M4.1%
Apple Inc34,692US$10M3.2%
Tyler Technologies, Inc.23,864US$6.98M2.2%

Source

View original at SEC

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