Cypress Point Investment Management LP
Cypress Point Investment Management LP reported 33 holdings worth US$552M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Cypress Point Investment Management LP reported 33 holdings worth US$552M as of Jun 30, 2026. Largest: Bandwidth Inc., Q2 Holdings, Inc. and Coursera, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 33
- Value as reported
- US$552M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Bandwidth Inc. | 776K | US$49.1M | 8.9% |
| Q2 Holdings, Inc. | 549K | US$26.4M | 4.8% |
| Coursera, Inc. | 4.55M | US$25.7M | 4.7% |
| Freshworks Inc. | 2.48M | US$25.1M | 4.6% |
| Blend Labs, Inc. | 14.3M | US$24.4M | 4.4% |
| Snowflake Inc. | 93,160 | US$23.7M | 4.3% |
| Sentinelone, Inc. | 1.27M | US$21.5M | 3.9% |
| Paymentus Holdings, Inc. | 881K | US$21.3M | 3.9% |
| Servicetitan, Inc. | 300K | US$21.2M | 3.8% |
| Procore Technologies, Inc. | 513K | US$20.8M | 3.8% |
| Unity Software Inc. | 690K | US$19.7M | 3.6% |
| Draftkings Inc. | 749K | US$18.9M | 3.4% |
| Alkami Technology, Inc. | 937K | US$17M | 3.1% |
| Compass, Inc. | 1.07M | US$13.2M | 2.4% |
| Akamai Technologies, Inc. | 111K | US$13.2M | 2.4% |
| Dynatrace, Inc. | 289K | US$12.7M | 2.3% |
| Sailpoint, Inc. | 862K | US$12.6M | 2.3% |
| Vertex, Inc. | 952K | US$10.9M | 2.0% |
| Planet Labs Pbc | 314K | US$10.4M | 1.9% |
| Wayfair Inc. | 109K | US$10.1M | 1.8% |
| Datadog, Inc. | 33,688 | US$8.77M | 1.6% |
| Mongodb, Inc. | 25,863 | US$8.69M | 1.6% |
| Sofi Technologies, Inc. | 484K | US$8.67M | 1.6% |
| Commvault Systems, Inc. | 60,851 | US$8.62M | 1.6% |
| Ncino, Inc. | 492K | US$8.05M | 1.5% |
| Autodesk, Inc. | 40,517 | US$7.88M | 1.4% |
| Veeva Systems Inc. | 38,236 | US$6.79M | 1.2% |
| Cloudflare, Inc. | 26,422 | US$6.48M | 1.2% |
| Airbnb, Inc. | 0 | US$0 | 0.00% |
| Guidewire Software, Inc. | 0 | US$0 | 0.00% |
| Udemy, Inc. | 0 | US$0 | 0.00% |
| Workiva Inc. | 0 | US$0 | 0.00% |