Cypress Funds Portfolio Analysis: Concentration in Top Holdings
This analysis details Cypress Funds Llc's portfolio concentration as of June 30, 2026, highlighting their significant Technology sector allocation and largest individual stock positions.
As of June 30, 2026, the investment strategy employed by Cypress Funds Llc, reflected in their portfolio holdings, shows a notable concentration across specific sectors and individual stocks.
The fund's largest positions are dominated by Technology sector companies. Amazon.com Inc (AMZN) stands as the single largest holding, representing approximately 15.07% of the total portfolio value and allocation. Other significant stocks include NVIDIA Corp (NVDA), which accounts for about 11.76%, followed by Microsoft Corp (MSFT) at roughly 10.62%. The portfolio also includes substantial allocations to other Technology names like Broadcom Inc (AVGO), Cadence Design Systems Inc (CDNS), and Meta Platforms Inc (META). Furthermore, strong positions exist in Consumer Cyclical (Amazon), Financial Services (Mastercard Inc (MA), S&P Global Inc (SPGI)), and Consumer Defensive (Walmart Inc (WMT)) stocks.
The sector allocation data reveals that Technology is overwhelmingly the largest sector in Cypress Funds' portfolio, accounting for 49.18% of its total value and allocation. This significant weighting underscores a clear tilt towards this sector. Consumer Cyclical holds around 15.07%, followed by Financial Services at approximately 13.08%. The remaining allocations are spread across Communication Services (9.72%), Consumer Defensive (6.57%), and Industrials (6.39%).
Several of the fund's largest holdings have seen reductions in their share count compared to the previous period, with decreases ranging from approximately 26.68% down to 27.72%. For instance, Apple Inc (AAPL) experienced a significant reduction of about 26.68%, while Walmart, NVIDIA, and Amazon also saw substantial share decreases. However, the narrative focuses solely on describing the portfolio composition as of June 30, 2026.
The top five holdings by weight alone account for roughly half (52.26%) of the entire Cypress Funds Llc portfolio. This indicates a high level of concentration in these specific companies and sectors. The dominance is primarily within Technology, but also includes key Consumer Cyclical and Consumer Defensive names.
For further details on Cypress Funds Llc's holdings or to explore specific stock information like Amazon.com Inc (AMZN), please refer directly to the investor and stock profiles.