13F HOLDINGS REPORT
CYPRESS FUNDS LLC
Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001081198-25-000019
Total Value
$763.2M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Microsoft Corp | MSFT | 197,799 | $102.4M | 13.42% |
| 2 | Amazon.com Inc | AMZN | 442,223 | $97.1M | 12.72% |
| 3 | NVIDIA Corp | NVDA | 406,018 | $75.8M | 9.93% |
| 4 | Fair Isaac Corp | FICO | 38,930 | $58.3M | 7.63% |
| 5 | Mastercard Inc | MA | 93,518 | $53.2M | 6.97% |
| 6 | S&P Global Inc | SPGI | 105,613 | $51.4M | 6.73% |
| 7 | Meta Platforms Inc | META | 69,476 | $51.0M | 6.69% |
| 8 | Broadcom Inc | AVGO | 144,854 | $47.8M | 6.26% |
| 9 | TransDigm Group Inc | TDG | 33,344 | $43.9M | 5.76% |
| 10 | Cadence Design Systems Inc | CDNS | 124,817 | $43.8M | 5.74% |
| 11 | Walmart Inc | WMT | 404,749 | $41.7M | 5.47% |
| 12 | Apple Inc | AAPL | 148,297 | $37.8M | 4.95% |
| 13 | Tyler Technologies Inc | TYL | 53,589 | $28.0M | 3.67% |
| 14 | ASML Holding NV | ASMLF | 17,371 | $16.8M | 2.20% |
| 15 | Chipotle Mexican Grill Inc | CMG | 360,720 | $14.1M | 1.85% |