Cypress Point Investment Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$424.5M
Q ending 2026-03-31
Prior quarter
$465.0M
Q ending 2025-12-31
Change
-8.7% QoQ
Positions
32
reported holdings
Largest positions
All 32 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Bandwidth Inc | BAND | Shares | $28.2M | 1.6M |
| Procore Technologies Inc | PCOR | Shares | $27.7M | 486K |
| Sportradar Group Ag | Shares | $27.6M | 1.7M | |
| Servicetitan Inc | TTAN | Shares | $25.6M | 404K |
| Blend Labs Inc | BLND | Shares | $24.7M | 14.5M |
| Q2 Hldgs Inc | QTWO | Shares | $23.2M | 491K |
| Jfrog Ltd | Shares | $21.8M | 464K | |
| Paymentus Holdings Inc | PAY | Shares | $21.3M | 840K |
| Udemy Inc | 7WH | Shares | $21.2M | 4.6M |
| Freshworks Inc | FRSH | Shares | $20.3M | 2.5M |
| Genius Sports Limited | Shares | $17.5M | 4.0M | |
| Sentinelone Inc | S | Shares | $17.4M | 1.4M |
| Elastic N V | Shares | $15.6M | 312K | |
| Datadog Inc | DDOG | Shares | $13.6M | 115K |
| Planet Labs Pbc | PL | Shares | $12.0M | 430K |
| Dynatrace Inc | DT | Shares | $11.3M | 305K |
| Akamai Technologies Inc | AKAM | Shares | $11.2M | 97K |
| Snowflake Inc | SNOW | Shares | $9.4M | 62K |
| Wayfair Inc | W | Shares | $8.3M | 111K |
| Mongodb Inc | MDB | Shares | $7.9M | 32K |
| Guidewire Software Inc | GWRE | Shares | $7.3M | 49K |
| Sailpoint Inc | SAIL | Shares | $7.0M | 527K |
| Draftkings Inc New | DKNG | Shares | $6.5M | 302K |
| Vertex Inc | VERX | Shares | $6.4M | 536K |
| Workiva Inc | WK | Shares | $6.1M | 103K |
| Compass Inc | COMP | Shares | $5.6M | 772K |
| Cloudflare Inc | NET | Shares | $5.1M | 25K |
| Sofi Technologies Inc | SOFI | Shares | $4.3M | 273K |
| Ncino Inc | NCNO | Shares | $4.1M | 275K |
| Nebius Group N.V. | Shares | $2.8M | 27K | |
| Unity Software Inc | U | Shares | $1.7M | 76K |
| Airbnb Inc | ABNB | Shares | $1.6M | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.