Cypress Point Investment Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Cypress Point Investment Management Lp disclosed 33 stock positions valued at approximately $551.73M as of quarter-end June 30, 2026. The largest holdings include BANDWIDTH INC, SPORTRADAR GROUP AG, and Q2 HLDGS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 33
- Portfolio Value
- $551.73M
Holdings by Sector
Cypress Point Investment Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BANDWIDTH INC | BAND | Technology | 8.90% | 775,581 | -807,618 | -51.01% | $49,094,277 |
| SPORTRADAR GROUP AG | SRAD | Other | 5.41% | 1,994,698 | +344,225 | +20.86% | $29,860,629 |
| Q2 HLDGS INC | QTWO | Technology | 4.79% | 548,929 | +58,138 | +11.85% | $26,403,485 |
| COURSERA INC | COUR | Consumer Defensive | 4.65% | 4,551,747 | +4,551,747 | +100.00% | $25,671,853 |
| GENIUS SPORTS LIMITED | GENI | Other | 4.56% | 4,151,812 | +195,543 | +4.94% | $25,159,981 |
| FRESHWORKS INC | FRSH | Technology | 4.55% | 2,481,388 | -48,000 | -1.90% | $25,111,647 |
| BLEND LABS INC | BLND | Technology | 4.43% | 14,297,425 | -239,747 | -1.65% | $24,448,597 |
| SNOWFLAKE INC | SNOW | Technology | 4.30% | 93,160 | +30,839 | +49.48% | $23,709,220 |
| SENTINELONE INC | S | Technology | 3.90% | 1,266,790 | -84,256 | -6.24% | $21,497,426 |
| PAYMENTUS HOLDINGS INC | PAY | Technology | 3.86% | 881,115 | +41,482 | +4.94% | $21,287,738 |
| SERVICETITAN INC | TTAN | Other | 3.85% | 300,394 | -103,208 | -25.57% | $21,240,860 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 3.78% | 513,203 | +27,579 | +5.68% | $20,846,306 |
| UNITY SOFTWARE INC | U | Technology | 3.57% | 690,070 | +614,378 | +811.68% | $19,722,201 |
| DRAFTKINGS INC NEW | DKNG | Consumer Cyclical | 3.43% | 748,649 | +446,509 | +147.78% | $18,910,874 |
| JFROG LTD | FROG | Other | 3.14% | 190,770 | -273,166 | -58.88% | $17,337,178 |
| ALKAMI TECHNOLOGY INC | ALKT | Technology | 3.08% | 936,985 | +936,985 | +100.00% | $16,978,168 |
| ELASTIC N V | ESTC | Technology | 2.83% | 274,030 | -38,282 | -12.26% | $15,625,191 |
| COMPASS INC | COMP | Real Estate | 2.39% | 1,070,527 | +298,068 | +38.59% | $13,199,598 |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 2.39% | 111,332 | +14,133 | +14.54% | $13,160,556 |
| DYNATRACE INC | DT | Technology | 2.30% | 289,001 | -15,544 | -5.10% | $12,690,034 |
| SAILPOINT INC | SAIL | Other | 2.29% | 861,578 | +334,329 | +63.41% | $12,613,502 |
| VERTEX INC | VERX | Technology | 1.98% | 952,212 | +416,311 | +77.68% | $10,931,394 |
| PLANET LABS PBC | PL | Industrials | 1.88% | 313,568 | -116,029 | -27.01% | $10,388,508 |
| WAYFAIR INC | W | Consumer Cyclical | 1.82% | 108,812 | -2,105 | -1.90% | $10,056,405 |
| DATADOG INC | DDOG | Technology | 1.59% | 33,688 | -81,760 | -70.82% | $8,771,008 |
| MONGODB INC | MDB | Technology | 1.57% | 25,863 | -6,277 | -19.53% | $8,687,382 |
| SOFI TECHNOLOGIES INC | SOFI | Financial Services | 1.57% | 483,640 | +210,346 | +76.97% | $8,671,665 |
| COMMVAULT SYS INC | CVLT | Technology | 1.56% | 60,851 | +60,851 | +100.00% | $8,624,412 |
| NCINO INC | NCNO | Technology | 1.46% | 492,329 | +217,168 | +78.92% | $8,049,579 |
| AUTODESK INC | ADSK | Technology | 1.43% | 40,517 | +40,517 | +100.00% | $7,877,315 |
Showing 30 of 33 holdings in the latest reporting period.