13F HOLDINGS REPORT
CYPRESS FUNDS LLC
Quarter ended Q1 2024 · Filed May 9, 2024 · Accession 0000924171-24-000008
Total Value
$931.8M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 150,000 | $135.5M | 14.55% |
| 2 | MICROSOFT CORP | MSFT | 317,655 | $133.6M | 14.34% |
| 3 | AMAZON COM INC | AMZN | 652,300 | $117.7M | 12.63% |
| 4 | FAIR ISAAC CORP | FICO | 82,600 | $103.2M | 11.08% |
| 5 | BROADCOM INC | AVGO | 57,000 | $75.5M | 8.11% |
| 6 | S&P GLOBAL INC | SPGI | 152,192 | $64.8M | 6.95% |
| 7 | CADENCE DESIGN SYSTEMS INC | CDNS | 206,000 | $64.1M | 6.88% |
| 8 | MASTERCARD INCORPORATED | MA | 107,673 | $51.9M | 5.56% |
| 9 | META PLATFORMS INC | META | 104,000 | $50.5M | 5.42% |
| 10 | APPLE INC | AAPL | 196,332 | $33.7M | 3.61% |
| 11 | CHIPOTLE MEXICAN GRILL INC | CMG | 11,300 | $32.8M | 3.53% |
| 12 | TYLER TECHNOLOGIES INC | TYL | 70,000 | $29.8M | 3.19% |
| 13 | SEA LTD - ADR | SE | 487,884 | $26.2M | 2.81% |
| 14 | ROKU INC | ROKU | 191,851 | $12.5M | 1.34% |