CYPRESS POINT INVESTMENT MANAGEMENT LP
CIK: 0002058475SEC EDGAR →
Portfolio Value
$465.0M
Holdings
30
As of
Q4 2025
New Positions
30
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BLEND LABS INC | 11,847,964 | $36.0M | 7.75% |
| 2 | GENIUS SPORTS LIMITED | 3,128,557 | $34.5M | 7.41% |
| 3 | Q2 HLDGS INC | 460,384 | $33.2M | 7.15% |
| 4 | SPORTRADAR GROUP AG | 1,275,998 | $30.3M | 6.52% |
| 5 | JFROG LTD | 423,971 | $26.5M | 5.69% |
| 6 | FRESHWORKS INC | 2,057,425 | $25.6M | 5.50% |
| 7 | UDEMY INC | 4,377,766 | $25.6M | 5.50% |
| 8 | SCall SENTINELONE INC | 1,644,578 | $24.7M | 5.31% |
| 9 | BANDWIDTH INC | 1,508,136 | $23.3M | 5.02% |
| 10 | PROCORE TECHNOLOGIES INC | 314,981 | $22.9M | 4.93% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 24 | $360.7M | 77.6% |
| Communication Services | 1 | $34.5M | 7.4% |
| Consumer Defensive | 1 | $25.6M | 5.5% |
| Consumer Cyclical | 2 | $24.6M | 5.3% |
| Industrials | 1 | $17.8M | 3.8% |
| Financial Services | 1 | $1.9M | 0.4% |