Cypress Point Investment Management Lp Portfolio Stock Holdings
Cypress Point Investment Management Lp disclosed 32 stock positions valued at approximately $424.5 million in its latest SEC 13F filing. The largest holdings include BANDWIDTH INC, PROCORE TECHNOLOGIES INC, and SERVICETITAN INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 32
- Portfolio Value
- $424.5M
Holdings by Sector
Cypress Point Investment Management Lp Portfolio Holdings in Q1 2026
28 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BANDWIDTH INC | BAND | Technology | 6.65% | 1,583,199 | +75,063 | +4.98% | $28,212,606 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 6.52% | 485,624 | +170,643 | +54.18% | $27,680,568 |
| SERVICETITAN INC | TTAN | Other | 6.03% | 403,602 | +369,734 | +1091.69% | $25,612,583 |
| BLEND LABS INC | BLND | Technology | 5.82% | 14,537,172 | +2,689,208 | +22.70% | $24,713,192 |
| Q2 HLDGS INC | QTWO | Technology | 5.47% | 490,791 | +30,407 | +6.60% | $23,214,414 |
| PAYMENTUS HOLDINGS INC | PAY | Technology | 5.02% | 839,633 | +577,361 | +220.14% | $21,326,678 |
| UDEMY INC | UDMY | Consumer Defensive | 5.00% | 4,589,648 | +211,882 | +4.84% | $21,204,174 |
| FRESHWORKS INC | FRSH | Technology | 4.78% | 2,529,388 | +471,963 | +22.94% | $20,310,986 |
| SENTINELONE INC | S | Technology | 4.10% | 1,351,046 | -292,532 | -17.80% | $17,401,472 |
| ELASTIC N V | N14506104 | Other | 3.68% | 312,312 | +22,728 | +7.85% | $15,612,477 |
| DATADOG INC | DDOG | Technology | 3.21% | 115,448 | +47,839 | +70.76% | $13,628,636 |
| PLANET LABS PBC | PL | Industrials | 2.83% | 429,597 | -474,391 | -52.48% | $12,007,236 |
| DYNATRACE INC | DT | Technology | 2.65% | 304,545 | +206,210 | +209.70% | $11,262,074 |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 2.63% | 97,199 | +14,446 | +17.46% | $11,163,305 |
| SNOWFLAKE INC | SNOW | Technology | 2.21% | 62,321 | +34,456 | +123.65% | $9,399,253 |
| WAYFAIR INC | W | Consumer Cyclical | 1.97% | 110,917 | +76,980 | +226.83% | $8,342,068 |
| MONGODB INC | MDB | Technology | 1.85% | 32,140 | +32,140 | +100.00% | $7,866,908 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 1.71% | 48,589 | +48,589 | +100.00% | $7,266,971 |
| DRAFTKINGS INC NEW | DKNG | Consumer Cyclical | 1.54% | 302,140 | -311,881 | -50.79% | $6,532,267 |
| VERTEX INC | VERX | Technology | 1.50% | 535,901 | +308,863 | +136.04% | $6,371,863 |
| WORKIVA INC | WK | Technology | 1.44% | 102,698 | +102,698 | +100.00% | $6,123,882 |
| COMPASS INC | COMP | Real Estate | 1.33% | 772,459 | +588,113 | +319.03% | $5,646,675 |
| CLOUDFLARE INC | NET | Technology | 1.21% | 24,931 | -6,148 | -19.78% | $5,144,263 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 1.02% | 273,294 | +200,548 | +275.68% | $4,339,909 |
| NCINO INC | NCNO | Technology | 0.97% | 275,161 | -46,976 | -14.58% | $4,121,912 |
| NEBIUS GROUP N.V. | NBIS | Other | 0.67% | 27,245 | +27,245 | +100.00% | $2,826,941 |
| UNITY SOFTWARE INC | U | Technology | 0.39% | 75,692 | +75,692 | +100.00% | $1,660,682 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.37% | 12,491 | +12,491 | +100.00% | $1,577,363 |