Q1 2026 · 13F-HR
CYPRESS POINT INVESTMENT MANAGEMENT LPholdings as filed
Filed 2026-05-15 · accession 0001104659-26-062346
$424.5M
Reported value
32
Positions
2026-03-31
Period end
The Brief · CYPRESS POINT INVESTMENT MANAGEMENT LP · Q1 2026
AI · grounded in 13F
Cypress Point Investment Management LP closed its position in CXM for a reduction of $17.6M. The fund also exited positions in DOCU and GTM, totaling losses of $15.6M and $15.2M respectively. To offset these exits, the manager established new positions in MDB for $7.9M and GWRE for $7.3M. Additionally, the fund accumulated shares in TTAN, increasing its holding by 1,091.7%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 05988J103 | BAND | BANDWIDTH INC | $28.2M | 6.65% | 1,583,199 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $27.7M | 6.52% | 485,624 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG | $27.6M | 6.51% | 1,650,473 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $25.6M | 6.03% | 403,602 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $24.7M | 5.82% | 14,537,172 | Common | SOLE |
| 74736L109 | QTWO | Q2 HLDGS INC | $23.2M | 5.47% | 490,791 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $21.8M | 5.13% | 463,936 | Common | SOLE |
| 70439P108 | PAY | PAYMENTUS HOLDINGS INC | $21.3M | 5.02% | 839,633 | Common | SOLE |
| 902685106 | 7WH | UDEMY INC | $21.2M | 5.00% | 4,589,648 | Common | SOLE |
| 358054104 | FRSH | FRESHWORKS INC | $20.3M | 4.78% | 2,529,388 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $17.5M | 4.13% | 3,956,269 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $17.4M | 4.10% | 1,351,046 | Common | SOLE |
| N14506104 | ESTC | ELASTIC N V | $15.6M | 3.68% | 312,312 | Common | SOLE |
| 23804L103 | DDOG | DATADOG INC | $13.6M | 3.21% | 115,448 | Common | SOLE |
| 72703X106 | PL | PLANET LABS PBC | $12.0M | 2.83% | 429,597 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $11.3M | 2.65% | 304,545 | Common | SOLE |
| 00971T101 | AKAM | AKAMAI TECHNOLOGIES INC | $11.2M | 2.63% | 97,199 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $9.4M | 2.21% | 62,321 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $8.3M | 1.97% | 110,917 | Common | SOLE |
| 60937P106 | MDB | MONGODB INC | $7.9M | 1.85% | 32,140 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $7.3M | 1.71% | 48,589 | Common | SOLE |
| 78781J109 | SAIL | SAILPOINT INC | $7.0M | 1.64% | 527,249 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $6.5M | 1.54% | 302,140 | Common | SOLE |
| 92538J106 | VERX | VERTEX INC | $6.4M | 1.50% | 535,901 | Common | SOLE |
| 98139A105 | WK | WORKIVA INC | $6.1M | 1.44% | 102,698 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $5.6M | 1.33% | 772,459 | Common | SOLE |
| 18915M107 | NET | CLOUDFLARE INC | $5.1M | 1.21% | 24,931 | Common | SOLE |
| 83406F102 | SOFI | SOFI TECHNOLOGIES INC | $4.3M | 1.02% | 273,294 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $4.1M | 0.97% | 275,161 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP N.V. | $2.8M | 0.67% | 27,245 | Common | SOLE |
| 91332U101 | U | UNITY SOFTWARE INC | $1.7M | 0.39% | 75,692 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $1.6M | 0.37% | 12,491 | Common | 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.