13F HOLDINGS REPORT
CYPRESS POINT INVESTMENT MANAGEMENT LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001104659-26-016133
Total Value
$465.0M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BLEND LABS INC | BLND | 11,847,964 | $36.0M | 7.75% |
| 2 | GENIUS SPORTS LIMITED | GENI | 3,128,557 | $34.5M | 7.41% |
| 3 | Q2 HLDGS INC | QTWO | 460,384 | $33.2M | 7.15% |
| 4 | SPORTRADAR GROUP AG | SRAD | 1,275,998 | $30.3M | 6.52% |
| 5 | JFROG LTD | FROG | 423,971 | $26.5M | 5.69% |
| 6 | FRESHWORKS INC | FRSH | 2,057,425 | $25.6M | 5.50% |
| 7 | UDEMY INC | UDMY | 4,377,766 | $25.6M | 5.50% |
| 8 | SENTINELONE INC | S | 1,643,578 | $24.7M | 5.31% |
| 9 | BANDWIDTH INC | BAND | 1,508,136 | $23.3M | 5.02% |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 314,981 | $22.9M | 4.93% |
| 11 | ELASTIC N V | ESTC | 289,584 | $21.9M | 4.70% |
| 12 | DRAFTKINGS INC NEW | DKNG | 614,021 | $21.2M | 4.55% |
| 13 | PLANET LABS PBC | PL-WT | 903,988 | $17.8M | 3.83% |
| 14 | SPRINKLR INC | CXM | 2,266,342 | $17.6M | 3.79% |
| 15 | DOCUSIGN INC | DOCU | 225,430 | $15.6M | 3.36% |
| 16 | ZOOMINFO TECHNOLOGIES INC | GTM | 1,493,867 | $15.2M | 3.27% |
| 17 | DATADOG INC | DDOG | 67,609 | $9.2M | 1.98% |
| 18 | PAYMENTUS HOLDINGS INC | PAY | 262,272 | $8.3M | 1.78% |
| 19 | NCINO INC | NCNO | 322,137 | $8.3M | 1.78% |
| 20 | AKAMAI TECHNOLOGIES INC | AKAM | 82,753 | $7.2M | 1.55% |
| 21 | CLOUDFLARE INC | NET | 31,079 | $6.1M | 1.32% |
| 22 | SNOWFLAKE INC | SNOW | 27,865 | $6.1M | 1.31% |
| 23 | SAILPOINT INC | SAIL | 276,205 | $5.6M | 1.20% |
| 24 | VERTEX INC | VERX | 227,038 | $4.5M | 0.98% |
| 25 | DYNATRACE INC | DT | 98,335 | $4.3M | 0.92% |
| 26 | SERVICETITAN INC | TTAN | 33,868 | $3.6M | 0.78% |
| 27 | WAYFAIR INC | W | 33,937 | $3.4M | 0.73% |
| 28 | NETSKOPE INC | NTSK | 150,919 | $2.7M | 0.57% |
| 29 | COMPASS INC | COMP | 184,346 | $1.9M | 0.42% |
| 30 | SOFI TECHNOLOGIES INC | SOFI | 72,746 | $1.9M | 0.41% |
| 31 | SENTINELONE INC | S | 1,000 | $2,500 | 0.00% |