Cypress Funds LLC
14 holdingsFiling period: 2026-06-30Current AUM: $328.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 198.5K | $47.3M | $49.5M | 15.05% | -75,709 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corp | 184.6K | $36.9M | $39.9M | 12.14% | -67,250 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 89.5K | $33.4M | $47.6M | 14.50% | -33,212 | 2026-06-30 |
| 4 | AVGO | Broadcom Inc | 65.6K | $24.8M | $21.6M | 6.57% | -24,287 | 2026-06-30 |
| 5 | MA | Mastercard Inc | 42.3K | $21.7M | $25.9M | 7.89% | -15,784 | 2026-06-30 |
| 6 | FICO | Fair Isaac Corp | 17.7K | $21.2M | $12.6M | 3.82% | -6,557 | 2026-06-30 |
| 7 | CDNS | Cadence Design Systems Inc | 56.4K | $21.2M | $18.2M | 5.53% | -21,080 | 2026-06-30 |
| 8 | WMT | Walmart Inc | 182.2K | $20.6M | $21.9M | 6.67% | -69,888 | 2026-06-30 |
| 9 | TDG | TransDigm Group Inc | 15.1K | $20.1M | $17.0M | 5.18% | -5,632 | 2026-06-30 |
| 10 | SPGI | S&P Global Inc | 47.6K | $19.4M | $21.4M | 6.53% | -18,039 | 2026-06-30 |
| 11 | META | Meta Platforms Inc | 31.3K | $17.6M | $19.7M | 6.01% | -11,800 | 2026-06-30 |
| 12 | FWONK | Libety Media Corp-Liberty Formula one | 135.5K | $12.9M | $12.1M | 3.68% | -49,912 | 2026-06-30 |
| 13 | AAPL | Apple Inc | 34.7K | $10.0M | $11.9M | 3.63% | -12,623 | 2026-06-30 |
| 14 | TYL | Tyler Technologies Inc | 23.9K | $7.0M | $9.2M | 2.81% | -8,934 | 2026-06-30 |
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