Cypress Point Investment Management LP
33 holdingsFiling period: 2026-06-30Current AUM: $594.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BAND | Bandwidth Inc | 775.6K | $49.1M | $34.7M | 5.83% | -807,618 | 2026-06-30 |
| 2 | — | Sportradar Group AG | 1.99M | $29.9M | $29.9M | 5.02% | +344.2K | 2026-06-30 |
| 3 | QTWO | Q2 Hldgs Inc | 548.9K | $26.4M | $36.2M | 6.09% | +58.1K | 2026-06-30 |
| 4 | COUR | Coursera Inc | 4.55M | $25.7M | $23.1M | 3.88% | -- | 2026-06-30 |
| 5 | — | Genius Sports Limited | 4.15M | $25.2M | $25.2M | 4.23% | +195.5K | 2026-06-30 |
| 6 | FRSH | Freshworks Inc | 2.48M | $25.1M | $36.8M | 6.20% | -48,000 | 2026-06-30 |
| 7 | BLND | Blend Labs Inc | 14.30M | $24.4M | $14.7M | 2.48% | -239,747 | 2026-06-30 |
| 8 | SNOW | Snowflake Inc | 93.2K | $23.7M | $29.8M | 5.01% | +30.8K | 2026-06-30 |
| 9 | S | Sentinelone Inc | 1.27M | $21.5M | $27.9M | 4.69% | -84,256 | 2026-06-30 |
| 10 | PAY | Paymentus Holdings Inc | 881.1K | $21.3M | $29.0M | 4.88% | +41.5K | 2026-06-30 |
| 11 | TTAN | Servicetitan Inc | 300.4K | $21.2M | $24.2M | 4.08% | -103,208 | 2026-06-30 |
| 12 | PCOR | Procore Technologies Inc | 513.2K | $20.8M | $31.2M | 5.24% | +27.6K | 2026-06-30 |
| 13 | U | Unity Software Inc | 690.1K | $19.7M | $27.7M | 4.66% | +614.4K | 2026-06-30 |
| 14 | DKNG | Draftkings Inc New | 748.6K | $18.9M | $15.3M | 2.58% | +446.5K | 2026-06-30 |
| 15 | — | Jfrog Ltd | 190.8K | $17.3M | $17.3M | 2.92% | -273,166 | 2026-06-30 |
| 16 | ALKT | Alkami Technology Inc | 937.0K | $17.0M | $13.7M | 2.31% | -- | 2026-06-30 |
| 17 | — | Elastic N V | 274.0K | $15.6M | $15.6M | 2.63% | -38,282 | 2026-06-30 |
| 18 | COMP | Compass Inc | 1.07M | $13.2M | $10.2M | 1.71% | +298.1K | 2026-06-30 |
| 19 | AKAM | Akamai Technologies Inc | 111.3K | $13.2M | $10.0M | 1.68% | +14.1K | 2026-06-30 |
| 20 | DT | Dynatrace Inc | 289.0K | $12.7M | $18.4M | 3.09% | -15,544 | 2026-06-30 |
| 21 | SAIL | Sailpoint Inc | 861.6K | $12.6M | $16.6M | 2.79% | +334.3K | 2026-06-30 |
| 22 | VERX | Vertex Inc | 952.2K | $10.9M | $13.6M | 2.29% | +416.3K | 2026-06-30 |
| 23 | PL | Planet Labs Pbc | 313.6K | $10.4M | $4.2M | 0.71% | -116,029 | 2026-06-30 |
| 24 | W | Wayfair Inc | 108.8K | $10.1M | $12.4M | 2.08% | -2,105 | 2026-06-30 |
| 25 | DDOG | Datadog Inc | 33.7K | $8.8M | $8.6M | 1.45% | -81,760 | 2026-06-30 |
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