Cypress Point Investment Management LP 13F holdings
Cypress Point Investment Management LP reported 33 positions with a total reported value of $551.7M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: BAND BANDWIDTH INC (8.9%), SRAD SPORTRADAR GROUP AG (5.4%), QTWO Q2 HLDGS INC (4.8%), COUR COURSERA INC (4.7%), GENI GENIUS SPORTS LIMITED (4.6%). Against 2026-03-31 it opened 5 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 33 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| BAND BANDWIDTH INC | 775,581 | $49.1M | 8.9% |
| SRAD SPORTRADAR GROUP AG | 1,994,698 | $29.9M | 5.4% |
| QTWO Q2 HLDGS INC | 548,929 | $26.4M | 4.8% |
| COUR COURSERA INC | 4,551,747 | $25.7M | 4.7% |
| GENI GENIUS SPORTS LIMITED | 4,151,812 | $25.2M | 4.6% |
| FRSH FRESHWORKS INC | 2,481,388 | $25.1M | 4.6% |
| BLND BLEND LABS INC | 14,297,425 | $24.4M | 4.4% |
| SNOW SNOWFLAKE INC | 93,160 | $23.7M | 4.3% |
| S SENTINELONE INC | 1,266,790 | $21.5M | 3.9% |
| PAY PAYMENTUS HOLDINGS INC | 881,115 | $21.3M | 3.9% |
| TTAN SERVICETITAN INC | 300,394 | $21.2M | 3.8% |
| PCOR PROCORE TECHNOLOGIES INC | 513,203 | $20.8M | 3.8% |
| U UNITY SOFTWARE INC | 690,070 | $19.7M | 3.6% |
| DKNG DRAFTKINGS INC NEW | 748,649 | $18.9M | 3.4% |
| FROG JFROG LTD | 190,770 | $17.3M | 3.1% |
| ALKT ALKAMI TECHNOLOGY INC | 936,985 | $17.0M | 3.1% |
| ESTC ELASTIC N V | 274,030 | $15.6M | 2.8% |
| COMP COMPASS INC | 1,070,527 | $13.2M | 2.4% |
| AKAM AKAMAI TECHNOLOGIES INC | 111,332 | $13.2M | 2.4% |
| DT DYNATRACE INC | 289,001 | $12.7M | 2.3% |
| SAIL SAILPOINT INC | 861,578 | $12.6M | 2.3% |
| VERX VERTEX INC | 952,212 | $10.9M | 2.0% |
| PL PLANET LABS PBC | 313,568 | $10.4M | 1.9% |
| W WAYFAIR INC | 108,812 | $10.1M | 1.8% |
| DDOG DATADOG INC | 33,688 | $8.8M | 1.6% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 5 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 4 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| U UNITY SOFTWARE INC | 75,692 | 690,070 | +811.7% | $19.7M |
| DKNG DRAFTKINGS INC NEW | 302,140 | 748,649 | +147.8% | $18.9M |
| SNOW SNOWFLAKE INC | 62,321 | 93,160 | +49.5% | $23.7M |
| SRAD SPORTRADAR GROUP AG | 1,650,473 | 1,994,698 | +20.9% | $29.9M |
| SAIL SAILPOINT INC | 527,249 | 861,578 | +63.4% | $12.6M |
| VERX VERTEX INC | 535,901 | 952,212 | +77.7% | $10.9M |
| SOFI SOFI TECHNOLOGIES INC | 273,294 | 483,640 | +77.0% | $8.7M |
| COMP COMPASS INC | 772,459 | 1,070,527 | +38.6% | $13.2M |
| NCNO NCINO INC | 275,161 | 492,329 | +78.9% | $8.0M |
| QTWO Q2 HLDGS INC | 490,791 | 548,929 | +11.8% | $26.4M |
| AKAM AKAMAI TECHNOLOGIES INC | 97,199 | 111,332 | +14.5% | $13.2M |
| GENI GENIUS SPORTS LIMITED | 3,956,269 | 4,151,812 | +4.9% | $25.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BAND BANDWIDTH INC | 1,583,199 | 775,581 | -51.0% | $49.1M |
| FROG JFROG LTD | 463,936 | 190,770 | -58.9% | $17.3M |
| DDOG DATADOG INC | 115,448 | 33,688 | -70.8% | $8.8M |
| TTAN SERVICETITAN INC | 403,602 | 300,394 | -25.6% | $21.2M |
| NBIS NEBIUS GROUP N.V. | 27,245 | 6,640 | -75.6% | $1.8M |
| PL PLANET LABS PBC | 429,597 | 313,568 | -27.0% | $10.4M |
| ESTC ELASTIC N V | 312,312 | 274,030 | -12.3% | $15.6M |
| MDB MONGODB INC | 32,140 | 25,863 | -19.5% | $8.7M |
| S SENTINELONE INC | 1,351,046 | 1,266,790 | -6.2% | $21.5M |
| DT DYNATRACE INC | 304,545 | 289,001 | -5.1% | $12.7M |
| FRSH FRESHWORKS INC | 2,529,388 | 2,481,388 | -1.9% | $25.1M |
| BLND BLEND LABS INC | 14,537,172 | 14,297,425 | -1.6% | $24.4M |
CIK 2058475 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
