Q4 2025 · 13F-HR
CYPRESS POINT INVESTMENT MANAGEMENT LPholdings as filed
Filed 2026-02-17 · accession 0001104659-26-016133
$465.0M
Reported value
31
Positions
2025-12-31
Period end
The Brief · CYPRESS POINT INVESTMENT MANAGEMENT LP · Q4 2025
AI · grounded in 13F
Cypress Point Investment Management LP established a new position in Blend Labs Inc BLND valued at $36.02M. The fund also initiated new stakes in Genius Sports Limited GENI for $34.45M and Q2 Hldgs Inc QTWO for $33.25M. Additional new positions include Sportradar Group AG SRAD at $30.34M and JFrog Ltd FROG at $26.48M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 09352U108 | BLND | BLEND LABS INC | $36.0M | 7.75% | 11,847,964 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $34.5M | 7.41% | 3,128,557 | Common | SOLE |
| 74736L109 | QTWO | Q2 HLDGS INC | $33.2M | 7.15% | 460,384 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG | $30.3M | 6.52% | 1,275,998 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $26.5M | 5.69% | 423,971 | Common | SOLE |
| 358054104 | FRSH | FRESHWORKS INC | $25.6M | 5.50% | 2,057,425 | Common | SOLE |
| 902685106 | 7WH | UDEMY INC | $25.6M | 5.50% | 4,377,766 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $24.7M | 5.31% | 1,643,578 | Common | SOLE |
| 05988J103 | BAND | BANDWIDTH INC | $23.3M | 5.02% | 1,508,136 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $22.9M | 4.93% | 314,981 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $21.9M | 4.70% | 289,584 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $21.2M | 4.55% | 614,021 | Common | SOLE |
| 72703X106 | PL | PLANET LABS PBC | $17.8M | 3.83% | 903,988 | Common | SOLE |
| 85208T107 | CXM | SPRINKLR INC | $17.6M | 3.79% | 2,266,342 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $15.6M | 3.36% | 225,430 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $15.2M | 3.27% | 1,493,867 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $9.2M | 1.98% | 67,609 | Common | SOLE |
| 70439P108 | PAY | PAYMENTUS HOLDINGS INC | $8.3M | 1.78% | 262,272 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $8.3M | 1.78% | 322,137 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES INC | $7.2M | 1.55% | 82,753 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $6.1M | 1.32% | 31,079 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $6.1M | 1.31% | 27,865 | Common | SOLE |
| 78781J109 | SAIL | SAILPOINT INC | $5.6M | 1.20% | 276,205 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $4.5M | 0.98% | 227,038 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $4.3M | 0.92% | 98,335 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $3.6M | 0.78% | 33,868 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $3.4M | 0.73% | 33,937 | Common | SOLE |
| 64119N608 | NTSK | NETSKOPE INC | $2.7M | 0.57% | 150,919 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $1.9M | 0.42% | 184,346 | Common | SOLE |
| 83406F102 | SOFI | SOFI TECHNOLOGIES INC | $1.9M | 0.41% | 72,746 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $2,500 | 0.00% | 1,000 | CALL | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.