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The Analysis of CYPRESS POINT INVESTMENT MANAGEMENT LP's Holdings & P&L

Currently, CYPRESS POINT INVESTMENT MANAGEMENT LP holds 32 types of securities in its portfolio with a total value $424.5M. In the most recent quarter, they have increased their positions in TTAN (+369.7K shares, valued at $23.5M), PAY (+577.4K shares, valued at $14.7M), PCOR (+170.6K shares, valued at $9.7M); decreased their positions in PL (-474.4K shares, valued at $13.3M), N/A (-311.9K shares, valued at $6.7M), S (-292.5K shares, valued at $3.8M); initiated new positions in MDB (+32.1K shares, valued at $7.9M), GWRE (+48.6K shares, valued at $7.3M), WK (+102.7K shares, valued at $6.1M).

1M P&L

+81.6M+16.57%

3M P&L

+156.2M+37.36%

HY P&L

+59.2M+11.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application246.4M

59.0%

2Software - Infrastructure98.1M

23.5%

3Education & Training Services21.2M

5.1%

Top Industries by Stock Count

1Software - Application16 stocks

51.6%

2Software - Infrastructure7 stocks

22.6%

3Internet Content & Information2 stocks

6.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BAND BANDWIDTH INC1.6M shares4.98%2026-03-312026-05-15

PCOR PROCORE TECHNOLOGIES INC485.6K shares54.18%2026-03-312026-05-15

SRAD SPORTRADAR GROUP AG1.7M shares29.35%2026-03-312026-05-15

TTAN SERVICETITAN INC403.6K shares1091.69%2026-03-312026-05-15

BLND BLEND LABS INC14.5M shares22.70%2026-03-312026-05-15

QTWO Q2 HLDGS INC490.8K shares6.60%2026-03-312026-05-15

FROG JFROG LTD463.9K shares9.43%2026-03-312026-05-15

PAY PAYMENTUS HOLDINGS INC839.6K shares220.14%2026-03-312026-05-15

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UDMY UDEMY INC4.6M shares4.84%2026-03-312026-05-15

FRSH FRESHWORKS INC2.5M shares22.94%2026-03-312026-05-15

GENI GENIUS SPORTS LIMITED4.0M shares26.46%2026-03-312026-05-15

S SENTINELONE INC1.4M shares-17.80%2026-03-312026-05-15

ESTC ELASTIC N V312.3K shares7.85%2026-03-312026-05-15

DDOG DATADOG INC115.4K shares70.76%2026-03-312026-05-15

PL PLANET LABS PBC429.6K shares-52.48%2026-03-312026-05-15

DT DYNATRACE INC304.5K shares209.70%2026-03-312026-05-15

Sponsored

AKAM AKAMAI TECHNOLOGIES INC97.2K shares17.46%2026-03-312026-05-15

SNOW SNOWFLAKE INC62.3K shares123.65%2026-03-312026-05-15

W WAYFAIR INC110.9K shares226.83%2026-03-312026-05-15

MDB MONGODB INC32.1K sharesnew addition2026-03-312026-05-15

GWRE GUIDEWIRE SOFTWARE INC48.6K sharesnew addition2026-03-312026-05-15

SAIL SAILPOINT INC527.2K shares90.89%2026-03-312026-05-15

DRAFTKINGS INC NEW DRAFTKINGS INC NEW302.1K shares-50.79%2026-03-312026-05-15

VERX VERTEX INC535.9K shares136.04%2026-03-312026-05-15

Sponsored

WK WORKIVA INC102.7K sharesnew addition2026-03-312026-05-15

COMP COMPASS INC772.5K shares319.03%2026-03-312026-05-15

NET CLOUDFLARE INC24.9K shares-19.78%2026-03-312026-05-15

SOFI SOFI TECHNOLOGIES INC273.3K shares275.68%2026-03-312026-05-15

NCNO NCINO INC275.2K shares-14.58%2026-03-312026-05-15

NBIS NEBIUS GROUP N.V.27.2K sharesnew addition2026-03-312026-05-15

U UNITY SOFTWARE INC75.7K sharesnew addition2026-03-312026-05-15

ABNB AIRBNB INC12.5K sharesnew addition2026-03-312026-05-15

Sponsored

BAND

BANDWIDTH INC

4.98%

Shares1.6M

Event2026-03-31

Filed2026-05-15

PCOR

PROCORE TECHNOLOGIES INC

54.18%

Shares485.6K

Event2026-03-31

Filed2026-05-15

SRAD

SPORTRADAR GROUP AG

29.35%

Shares1.7M

Event2026-03-31

Filed2026-05-15

TTAN

SERVICETITAN INC

1091.69%

Shares403.6K

Event2026-03-31

Filed2026-05-15

BLND

BLEND LABS INC

22.70%

Shares14.5M

Event2026-03-31

Filed2026-05-15

QTWO

Q2 HLDGS INC

6.60%

Shares490.8K

Event2026-03-31

Filed2026-05-15

FROG

JFROG LTD

9.43%

Shares463.9K

Event2026-03-31

Filed2026-05-15

PAY

PAYMENTUS HOLDINGS INC

220.14%

Shares839.6K

Event2026-03-31

Filed2026-05-15

UDMY

UDEMY INC

4.84%

Shares4.6M

Event2026-03-31

Filed2026-05-15

FRSH

FRESHWORKS INC

22.94%

Shares2.5M

Event2026-03-31

Filed2026-05-15

GENI

GENIUS SPORTS LIMITED

26.46%

Shares4.0M

Event2026-03-31

Filed2026-05-15

SENTINELONE INC

-17.80%

Shares1.4M

Event2026-03-31

Filed2026-05-15

ESTC

ELASTIC N V

7.85%

Shares312.3K

Event2026-03-31

Filed2026-05-15

DDOG

DATADOG INC

70.76%

Shares115.4K

Event2026-03-31

Filed2026-05-15

PLANET LABS PBC

-52.48%

Shares429.6K

Event2026-03-31

Filed2026-05-15

DYNATRACE INC

209.70%

Shares304.5K

Event2026-03-31

Filed2026-05-15

AKAM

AKAMAI TECHNOLOGIES INC

17.46%

Shares97.2K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

123.65%

Shares62.3K

Event2026-03-31

Filed2026-05-15

WAYFAIR INC

226.83%

Shares110.9K

Event2026-03-31

Filed2026-05-15

MDB

MONGODB INC

New

Shares32.1K

Event2026-03-31

Filed2026-05-15

GWRE

GUIDEWIRE SOFTWARE INC

New

Shares48.6K

Event2026-03-31

Filed2026-05-15

SAIL

SAILPOINT INC

90.89%

Shares527.2K

Event2026-03-31

Filed2026-05-15

DRAFTKINGS INC NEW

-50.79%

Shares302.1K

Event2026-03-31

Filed2026-05-15

VERX

VERTEX INC

136.04%

Shares535.9K

Event2026-03-31

Filed2026-05-15

WORKIVA INC

New

Shares102.7K

Event2026-03-31

Filed2026-05-15

COMP

COMPASS INC

319.03%

Shares772.5K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC

-19.78%

Shares24.9K

Event2026-03-31

Filed2026-05-15

SOFI

SOFI TECHNOLOGIES INC

275.68%

Shares273.3K

Event2026-03-31

Filed2026-05-15

NCNO

NCINO INC

-14.58%

Shares275.2K

Event2026-03-31

Filed2026-05-15

NBIS

NEBIUS GROUP N.V.

New

Shares27.2K

Event2026-03-31

Filed2026-05-15

UNITY SOFTWARE INC

New

Shares75.7K

Event2026-03-31

Filed2026-05-15

ABNB

AIRBNB INC

New

Shares12.5K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available