CYPRESS POINT INVESTMENT MANAGEMENT LP
32 holdingsFiling period: 2026-03-31Current AUM: $536.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BAND | BANDWIDTH INC | 1.58M | $28.2M | $62.0M | 11.55% | +75.1K | 2026-03-31 |
| 2 | PCOR | PROCORE TECHNOLOGIES INC | 485.6K | $27.7M | $26.6M | 4.96% | +170.6K | 2026-03-31 |
| 3 | — | SPORTRADAR GROUP AG | 1.65M | $27.6M | $27.6M | 5.15% | +374.5K | 2026-03-31 |
| 4 | TTAN | SERVICETITAN INC | 403.6K | $25.6M | $33.5M | 6.25% | +369.7K | 2026-03-31 |
| 5 | BLND | BLEND LABS INC | 14.54M | $24.7M | $25.9M | 4.82% | +2.69M | 2026-03-31 |
| 6 | QTWO | Q2 HLDGS INC | 490.8K | $23.2M | $29.9M | 5.57% | +30.4K | 2026-03-31 |
| 7 | — | JFROG LTD | 463.9K | $21.8M | $21.8M | 4.06% | +40.0K | 2026-03-31 |
| 8 | PAY | PAYMENTUS HOLDINGS INC | 839.6K | $21.3M | $28.6M | 5.34% | +577.4K | 2026-03-31 |
| 9 | UDMY | UDEMY INC | 4.59M | $21.2M | $21.2M | 3.95% | +211.9K | 2026-03-31 |
| 10 | FRSH | FRESHWORKS INC | 2.53M | $20.3M | $28.7M | 5.35% | +472.0K | 2026-03-31 |
| 11 | — | GENIUS SPORTS LIMITED | 3.96M | $17.5M | $17.5M | 3.27% | +827.7K | 2026-03-31 |
| 12 | S | SENTINELONE INC | 1.35M | $17.4M | $25.8M | 4.80% | -293,532 | 2026-03-31 |
| 13 | — | ELASTIC N V | 312.3K | $15.6M | $15.6M | 2.91% | +22.7K | 2026-03-31 |
| 14 | DDOG | DATADOG INC | 115.4K | $13.6M | $30.9M | 5.77% | +47.8K | 2026-03-31 |
| 15 | PL | PLANET LABS PBC | 429.6K | $12.0M | $8.8M | 1.64% | -474,391 | 2026-03-31 |
| 16 | DT | DYNATRACE INC | 304.5K | $11.3M | $13.5M | 2.52% | +206.2K | 2026-03-31 |
| 17 | AKAM | AKAMAI TECHNOLOGIES INC | 97.2K | $11.2M | $11.2M | 2.09% | +14.4K | 2026-03-31 |
| 18 | SNOW | SNOWFLAKE INC | 62.3K | $9.4M | $18.3M | 3.41% | +34.5K | 2026-03-31 |
| 19 | W | WAYFAIR INC | 110.9K | $8.3M | $9.4M | 1.76% | +77.0K | 2026-03-31 |
| 20 | MDB | MONGODB INC | 32.1K | $7.9M | $10.8M | 2.02% | -- | 2026-03-31 |
| 21 | GWRE | GUIDEWIRE SOFTWARE INC | 48.6K | $7.3M | $7.4M | 1.38% | -- | 2026-03-31 |
| 22 | SAIL | SAILPOINT INC | 527.2K | $7.0M | $8.8M | 1.65% | +251.0K | 2026-03-31 |
| 23 | DKNG | DRAFTKINGS INC NEW | 302.1K | $6.5M | $7.1M | 1.32% | -311,881 | 2026-03-31 |
| 24 | VERX | VERTEX INC | 535.9K | $6.4M | $6.9M | 1.29% | +308.9K | 2026-03-31 |
| 25 | WK | WORKIVA INC | 102.7K | $6.1M | $6.1M | 1.14% | -- | 2026-03-31 |
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