Cypress Point Investment Management LP
Cypress Point Investment Management LP reported 33 US-listed holdings worth $551.7 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Bandwidth Inc. (8.9%), Sportradar Group AG (5.4%) and Q2 Holdings, Inc. (4.8%). Against the quarter before, it opened 5 positions, added to 15, trimmed 13 and sold out of 4.
The 14 largest of its 33 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +1.0% over the 2 quarters to 30 June 2026, against +9.5% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 5
- Coursera Inc. COUR$25.7 million
- Alkami Technology Inc. ALKT$17.0 million
- Commvault Systems Inc. CVLT$8.6 million
- Autodesk, Inc. ADSK$7.9 million
- Veeva Systems Inc. VEEV$6.8 million
Added to 15
- Unity Software Inc. U+614,378 shares · +812%
- Draftkings Inc. New DKNG+446,509 shares · +148%
- Snowflake Inc. SNOW+30,839 shares · +49%
- Sportradar Group AG SRAD+344,225 shares · +21%
- Sailpoint Inc. SAIL+334,329 shares · +63%
- Vertex Inc. VERX+416,311 shares · +78%
- Sofi Technologies Inc. SOFI+210,346 shares · +77%
- Compass Inc. COMP+298,068 shares · +39%
and 7 more in the table below
Trimmed 13
- Bandwidth Inc. BAND-807,618 shares · -51%
- Jfrog Ltd FROG-273,166 shares · -59%
- Datadog, Inc. DDOG-81,760 shares · -71%
- Servicetitan TTAN-103,208 shares · -26%
- Yandex N V NBIS-20,605 shares · -76%
- Planet Labs PBC PL-116,029 shares · -27%
- Elastic N V ESTC-38,282 shares · -12%
- Mongodb Inc. MDB-6,277 shares · -20%
and 5 more in the table below
Sold out of 4
- Udemy Inc. UDMY$21.2 million last quarter
- Guidewire Software, Inc. GWRE$7.3 million last quarter
- Workiva Inc. WK$6.1 million last quarter
- Airbnb, Inc. ABNB$1.6 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Bandwidth Inc. BAND | 775.6K | $49.1 million | 8.90% | -807.6K |
| Sportradar Group AG SRAD | 2.0M | $29.9 million | 5.41% | +344.2K |
| Q2 Holdings, Inc. QTWO | 548.9K | $26.4 million | 4.79% | +58.1K |
| Coursera Inc. COUR | 4.6M | $25.7 million | 4.65% | new |
| Genius Sports Limited GENI | 4.2M | $25.2 million | 4.56% | +195.5K |
| Freshworks Inc. FRSH | 2.5M | $25.1 million | 4.55% | -48.0K |
| Blend Labs Inc. BLND | 14.3M | $24.4 million | 4.43% | -239.7K |
| Snowflake Inc. SNOW | 93.2K | $23.7 million | 4.30% | +30.8K |
| Sentinelone Inc. S | 1.3M | $21.5 million | 3.90% | -84.3K |
| Paymentus Holdings Inc. PAY | 881.1K | $21.3 million | 3.86% | +41.5K |
| Servicetitan TTAN | 300.4K | $21.2 million | 3.85% | -103.2K |
| Procore Technologies Inc. PCOR | 513.2K | $20.8 million | 3.78% | +27.6K |
| Unity Software Inc. U | 690.1K | $19.7 million | 3.57% | +614.4K |
| Draftkings Inc. New DKNG | 748.6K | $18.9 million | 3.43% | +446.5K |
| Jfrog Ltd FROG | 190.8K | $17.3 million | 3.14% | -273.2K |
| Alkami Technology Inc. ALKT | 937.0K | $17.0 million | 3.08% | new |
| Elastic N V ESTC | 274.0K | $15.6 million | 2.83% | -38.3K |
| Compass Inc. COMP | 1.1M | $13.2 million | 2.39% | +298.1K |
| Akamai Technologies Inc. AKAM | 111.3K | $13.2 million | 2.39% | +14.1K |
| Dynatrace, Inc. DT | 289.0K | $12.7 million | 2.30% | -15.5K |
| Sailpoint Inc. SAIL | 861.6K | $12.6 million | 2.29% | +334.3K |
| Vertex Inc. VERX | 952.2K | $10.9 million | 1.98% | +416.3K |
| Planet Labs PBC PL | 313.6K | $10.4 million | 1.88% | -116.0K |
| Wayfair Inc. W | 108.8K | $10.1 million | 1.82% | -2.1K |
| Datadog, Inc. DDOG | 33.7K | $8.8 million | 1.59% | -81.8K |
| Mongodb Inc. MDB | 25.9K | $8.7 million | 1.57% | -6.3K |
| Sofi Technologies Inc. SOFI | 483.6K | $8.7 million | 1.57% | +210.3K |
| Commvault Systems Inc. CVLT | 60.9K | $8.6 million | 1.56% | new |
| Ncino Inc. NCNO | 492.3K | $8.0 million | 1.46% | +217.2K |
| Autodesk, Inc. ADSK | 40.5K | $7.9 million | 1.43% | new |
| Veeva Systems Inc. VEEV | 38.2K | $6.8 million | 1.23% | new |
| Cloudflare Inc. NET | 26.4K | $6.5 million | 1.17% | +1.5K |
| Yandex N V NBIS | 6.6K | $1.8 million | 0.33% | -20.6K |