13F HOLDINGS REPORT
CYPRESS FUNDS LLC
Quarter ended Q4 2024 · Filed February 11, 2025 · Accession 0001081198-25-000005
Total Value
$922.4M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 350,000 | $178.9M | 19.40% |
| 2 | AMAZON COM INC | AMZN | 512,032 | $112.3M | 12.18% |
| 3 | MICROSOFT CORP | MSFT | 249,049 | $105.0M | 11.38% |
| 4 | FAIR ISAAC CORP | FICO | 38,930 | $77.5M | 8.40% |
| 5 | NVIDIA CORPORATION | NVDA | 474,794 | $63.8M | 6.91% |
| 6 | CADENCE DESIGN SYSTEM INC | CDNS | 178,916 | $53.8M | 5.83% |
| 7 | META PLATFORMS INC | META | 90,327 | $52.9M | 5.73% |
| 8 | S&P GLOBAL INC | SPGI | 105,613 | $52.6M | 5.70% |
| 9 | MASTERCARD INCORPORATED | MA | 93,518 | $49.2M | 5.34% |
| 10 | BROADCOM INC | AVGO | 169,111 | $39.2M | 4.25% |
| 11 | APPLE INC | AAPL | 148,297 | $37.1M | 4.03% |
| 12 | TYLER TECHNOLOGIES INC | TYL | 53,589 | $30.9M | 3.35% |
| 13 | CHIPOTLE MEXICAN GRILL INC | CMG | 490,750 | $29.6M | 3.21% |
| 14 | TRANSDIGM GROUP INC | TDG | 21,730 | $27.5M | 2.99% |
| 15 | ASML HOLDING N V | ASMLF | 17,371 | $12.0M | 1.31% |