CYPRESS POINT INVESTMENT MANAGEMENT LP
CIK 2058475
13F filing for Q2 2026・No. 3,663
- Holdings
- US$551.73M
- Quarter change
- +US$127.25M
- Entries
- 33
- Net bought (estimate)
- +US$75.73M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 4
- Cut 13
- Added 15
- Corporate actions 0
- Unchanged 0
Largest holdings
33 stocks worth US$551.73M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BANDWIDTH INCCOM CL A | CutSplit 1:2 | 775,581 | US$49.09M | 8.90% |
| SRADSPORTRADAR GROUP AGCLASS A ORD SHS | Added | 1,994,698 | US$29.86M | 5.41% |
| QTWOQ2 HLDGS INCCOM | Added | 548,929 | US$26.4M | 4.79% |
| COURCOURSERA INCCOM | New | 4,551,747 | US$25.67M | 4.65% |
| GENIGENIUS SPORTS LIMITEDSHARES CL A | Added | 4,151,812 | US$25.16M | 4.56% |
| FRSHFRESHWORKS INCCLASS A COM | Cut | 2,481,388 | US$25.11M | 4.55% |
| BLEND LABS INCCL A | Cut | 14,297,425 | US$24.45M | 4.43% |
| SNOWSNOWFLAKE INCCOM SHS | Added | 93,160 | US$23.71M | 4.30% |
| SSENTINELONE INCCL A | Cut | 1,266,790 | US$21.5M | 3.90% |
| PAYMENTUS HOLDINGS INCCOM CL A | Added | 881,115 | US$21.29M | 3.86% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.