Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Bandwidth Inc.COM CL A | COM CL A | $49.1M | 8.9% |
| Sportradar Group AGCLASS A ORD SHS | CLASS A ORD SHS | $29.9M | 5.4% |
| Q2 Hldgs Inc.COM | COM | $26.4M | 4.8% |
| Coursera Inc.COM | COM | $25.7M | 4.7% |
| Genius Sports LimitedSHARES CL A | SHARES CL A | $25.2M | 4.6% |
| Freshworks Inc.CLASS A COM | CLASS A COM | $25.1M | 4.6% |
| Blend Labs Inc.CL A | CL A | $24.4M | 4.4% |
| Snowflake Inc.COM SHS | COM SHS | $23.7M | 4.3% |
| Sentinelone Inc.CL A | CL A | $21.5M | 3.9% |
| Paymentus Holdings Inc.COM CL A | COM CL A | $21.3M | 3.9% |
| Servicetitan Inc.SHS CL A | SHS CL A | $21.2M | 3.8% |
| Procore Technologies Inc.COM | COM | $20.8M | 3.8% |
| Unity Software Inc.COM | COM | $19.7M | 3.6% |
| Draftkings Inc. NewCOM CL A | COM CL A | $18.9M | 3.4% |
| Jfrog LtdORD SHS | ORD SHS | $17.3M | 3.1% |
| Alkami Technology Inc.COM | COM | $17M | 3.1% |
| Elastic N VORD SHS | ORD SHS | $15.6M | 2.8% |
| Compass Inc.CL A | CL A | $13.2M | 2.4% |
| Akamai Technologies Inc.COM | COM | $13.2M | 2.4% |
| Dynatrace Inc.COM NEW | COM NEW | $12.7M | 2.3% |
| Sailpoint Inc.COM | COM | $12.6M | 2.3% |
| Vertex Inc.CL A | CL A | $10.9M | 2.0% |
| Planet Labs PbcCOM CL A | COM CL A | $10.4M | 1.9% |
| Wayfair Inc.CL A | CL A | $10.1M | 1.8% |
| Datadog Inc.CL A COM | CL A COM | $8.77M | 1.6% |
| Mongodb Inc.CL A | CL A | $8.69M | 1.6% |
| Sofi Technologies Inc.COM | COM | $8.67M | 1.6% |
| Commvault Sys Inc.COM | COM | $8.62M | 1.6% |
| Ncino Inc.COM | COM | $8.05M | 1.5% |
| Autodesk Inc.COM | COM | $7.88M | 1.4% |
| Veeva Sys Inc.CL A COM | CL A COM | $6.79M | 1.2% |
| Cloudflare Inc.CL A COM | CL A COM | $6.48M | 1.2% |
| Nebius Group N.V.SHS CLASS A | SHS CLASS A | $1.83M | 0.3% |
- Class
- COM CL A
- Share
- 8.9%
- Class
- CLASS A ORD SHS
- Share
- 5.4%
- Class
- COM
- Share
- 4.8%
- Class
- COM
- Share
- 4.7%
- Class
- SHARES CL A
- Share
- 4.6%
- Class
- CLASS A COM
- Share
- 4.6%
- Class
- CL A
- Share
- 4.4%
- Class
- COM SHS
- Share
- 4.3%
- Class
- CL A
- Share
- 3.9%
- Class
- COM CL A
- Share
- 3.9%
- Class
- SHS CL A
- Share
- 3.8%
- Class
- COM
- Share
- 3.8%
- Class
- COM
- Share
- 3.6%
- Class
- COM CL A
- Share
- 3.4%
- Class
- ORD SHS
- Share
- 3.1%
- Class
- COM
- Share
- 3.1%
- Class
- ORD SHS
- Share
- 2.8%
- Class
- CL A
- Share
- 2.4%
- Class
- COM
- Share
- 2.4%
- Class
- COM NEW
- Share
- 2.3%
- Class
- COM
- Share
- 2.3%
- Class
- CL A
- Share
- 2.0%
- Class
- COM CL A
- Share
- 1.9%
- Class
- CL A
- Share
- 1.8%
- Class
- CL A COM
- Share
- 1.6%
- Class
- CL A
- Share
- 1.6%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.6%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- CL A COM
- Share
- 1.2%
- Class
- CL A COM
- Share
- 1.2%
- Class
- SHS CLASS A
- Share
- 0.3%
The share class is shown on a wider screen.
The 33 largest of 33 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2058475
- File number
- 028-26491
- Options
- 0 call, 0 put
- In the 25 largest
- 89.7%
- Prior quarter
- $424M at 31 March 2026
- Positions opened
- 5
- Positions closed
- 4
Common questions
What are Cypress Point Investment Management’s 13F holdings worth?
$552 million across 33 positions for the quarter ended 30 June 2026.
What is Cypress Point Investment Management’s largest 13F holding?
BANDWIDTH INC (COM CL A) was the largest position at $49.1 million, or 8.9% of reported 13F value, as of 30 June 2026.
How concentrated is Cypress Point Investment Management’s 13F portfolio?
The ten largest positions accounted for 49.3% of reported value and the twenty-five largest for 89.7%, across 33 positions as of 30 June 2026.
Does Form 13F show everything Cypress Point Investment Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Cypress Point Investment Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.