Institutional Manager · CIK 0002058475
CYPRESS POINT INVESTMENT MANAGEMENT LP
MILL VALLEY, CA · File #028-26491
Latest AUM
$465.0M
Positions
31
Top-10 Concentration
60.8%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | BLEND LABS INC | BLND | +11,847,964 | +$36.0M | $0 |
| NEW | GENIUS SPORTS LIMITED | GENI | +3,128,557 | +$34.5M | $0 |
| NEW | Q2 HLDGS INC | QTWO | +460,384 | +$33.2M | $0 |
| NEW | SPORTRADAR GROUP AG | SRAD | +1,275,998 | +$30.3M | $0 |
| NEW | JFROG LTD | FROG | +423,971 | +$26.5M | $0 |
| NEW | FRESHWORKS INC | FRSH | +2,057,425 | +$25.6M | $0 |
| NEW | UDEMY INC | UDMY | +4,377,766 | +$25.6M | $0 |
| NEW | BANDWIDTH INC | BAND | +1,508,136 | +$23.3M | $0 |
| NEW | PROCORE TECHNOLOGIES INC | PCOR | +314,981 | +$22.9M | $0 |
| NEW | ELASTIC N V | ESTC | +289,584 | +$21.9M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202531 pos · $465.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |