Institutional
CYPRESS POINT INVESTMENT MANAGEMENT LP
CIK 0002058475
$424.5M
Reported AUM
32
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BAND | BANDWIDTH INC | $72.20 | -1.35% | 382.94% | -44.32% | $28.2M | 6.65% | +75,063 | +5.0% |
| 2 | PCOR | PROCORE TECHNOLOGIES INC | $48.57 | -4.20% | -28.43% | -52.97% | $27.7M | 6.52% | +170,643 | +54.2% |
| 3 | SRAD | SPORTRADAR GROUP AG | $13.90 | -2.32% | -42.32% | -33.49% | $27.6M | 6.51% | +374,475 | +29.3% |
| 4 | TTAN | SERVICETITAN INC | $77.40 | 4.13% | -27.39% | -24.69% | $25.6M | 6.03% | +369,734 | +1091.7% |
| 5 | BLND | BLEND LABS INC | $1.62 | -5.81% | -56.68% | -89.99% | $24.7M | 5.82% | +2,689,208 | +22.7% |
| 6 | QTWO | Q2 HLDGS INC | $45.71 | 1.92% | -49.92% | -55.75% | $23.2M | 5.47% | +30,407 | +6.6% |
| 7 | FROG | JFROG LTD | $84.00 | -2.51% | 96.49% | 91.69% | $21.8M | 5.13% | +39,965 | +9.4% |
| 8 | PAY | PAYMENTUS HOLDINGS INC | $20.90 | -1.28% | -42.68% | -27.93% | $21.3M | 5.02% | +577,361 | +220.1% |
| 9 | 7WH | UDEMY INC | — | — | — | — | $21.2M | 5.00% | +211,882 | +4.8% |
| 10 | FRSH | FRESHWORKS INC | $9.45 | -1.46% | -39.77% | -81.19% | $20.3M | 4.78% | +471,963 | +22.9% |
| 11 | GENI | GENIUS SPORTS LIMITED | $5.93 | -6.76% | -37.45% | -65.36% | $17.5M | 4.13% | +827,712 | +26.5% |
| 12 | S | SENTINELONE INC | $15.95 | -3.51% | -13.13% | -67.65% | $17.4M | 4.10% | −293,532 | −17.8% |
| 13 | ESTC | ELASTIC N V | $61.79 | -5.07% | -28.48% | -58.27% | $15.6M | 3.68% | +22,728 | +7.8% |
| 14 | DDOG | DATADOG INC | $234.11 | -3.90% | 91.64% | 111.48% | $13.6M | 3.21% | +47,839 | +70.8% |
| 15 | PL | PLANET LABS PBC | $32.22 | -25.98% | 451.71% | 226.77% | $12.0M | 2.83% | −474,391 | −52.5% |
| 16 | DT | DYNATRACE INC | $42.19 | -2.45% | -23.29% | -33.94% | $11.3M | 2.65% | +206,210 | +209.7% |
| 17 | AKAM | AKAMAI TECHNOLOGIES INC | $149.32 | -6.08% | 93.85% | 24.52% | $11.2M | 2.63% | +14,446 | +17.5% |
| 18 | SNOW | SNOWFLAKE INC | $238.26 | -2.42% | 13.01% | -10.33% | $9.4M | 2.21% | +34,456 | +123.7% |
| 19 | W | WAYFAIR INC | $68.35 | -5.71% | 50.95% | -71.68% | $8.3M | 1.97% | +76,980 | +226.8% |
| 20 | MDB | MONGODB INC | $350.74 | -7.74% | 59.33% | -2.28% | $7.9M | 1.85% | +32,140 | NEW |
| 21 | GWRE | GUIDEWIRE SOFTWARE INC | $136.06 | -10.00% | -46.80% | 18.11% | $7.3M | 1.71% | +48,589 | NEW |
| 22 | SAIL | SAILPOINT INC | $18.24 | -1.99% | -4.35% | -2.72% | $7.0M | 1.64% | +251,044 | +90.9% |
| 23 | DKNG | DRAFTKINGS INC NEW | $24.93 | -1.73% | -30.38% | -48.60% | $6.5M | 1.54% | −311,881 | −50.8% |
| 24 | VERX | VERTEX INC | $13.16 | 0.00% | -67.96% | -30.37% | $6.4M | 1.50% | +308,863 | +136.0% |
| 25 | WK | WORKIVA INC | $49.13 | 0.16% | -29.01% | -62.14% | $6.1M | 1.44% | +102,698 | NEW |
| 26 | COMP | COMPASS INC | $7.71 | -2.16% | 22.58% | -43.56% | $5.6M | 1.33% | +588,113 | +319.0% |
| 27 | NET | CLOUDFLARE INC | $250.11 | -6.90% | 39.21% | 110.83% | $5.1M | 1.21% | −6,148 | −19.8% |
| 28 | SOFI | SOFI TECHNOLOGIES INC | $16.03 | -6.53% | 12.57% | 3.82% | $4.3M | 1.02% | +200,548 | +275.7% |
| 29 | NCNO | NCINO INC | $14.92 | -3.43% | -45.39% | -76.53% | $4.1M | 0.97% | −46,976 | −14.6% |
| 30 | NBIS | NEBIUS GROUP N.V. | $227.81 | -12.27% | 371.85% | 935.97% | $2.8M | 0.67% | +27,245 | NEW |
| 31 | U | UNITY SOFTWARE INC | $29.17 | -2.86% | — | — | $1.7M | 0.39% | +75,692 | NEW |
| 32 | ABNB | AIRBNB INC | $133.54 | -0.13% | — | — | $1.6M | 0.37% | +12,491 | NEW |
| 33 | CXM | SPRINKLR INC | $5.38 | 0.00% | — | — | — | — | −2,266,342 | EXITED |
| 34 | DOCU | DOCUSIGN INC | $47.26 | -7.22% | — | — | — | — | −225,430 | EXITED |
| 35 | GTM | ZOOMINFO TECHNOLOGIES INC | $2.98 | -1.65% | — | — | — | — | −1,493,867 | EXITED |
| 36 | NTSK | NETSKOPE INC | $9.64 | -3.94% | — | — | — | — | −150,919 | EXITED |
Source: SEC EDGAR · accession 0001104659-26-062346. 13F discloses long positions only — shorts, foreign equities, and options are excluded.