Holdings of CYPRESS POINT INVESTMENT MANAGEMENT LP
27 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 65.8 % of the equity sleeve
Sector breakdown
- Technology 10.6 %
- Consumer discretionary 0.5 %
- Unattributed 88.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 27 | 339.1M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Bandwidth Inc | 1,583,199 | 28.2M $ | |
| 2 | Procore Technologies Inc | 485,624 | 27.7M $ | |
| 3 | ServiceTitan Inc | 403,602 | 25.6M $ | |
| 4 | Blend Labs Inc | 14,537,172 | 24.7M $ | |
| 5 | Q2 Holdings Inc | 490,791 | 23.2M $ | |
| 6 | Paymentus Holdings Inc | 839,633 | 21.3M $ | |
| 7 | Udemy Inc | 4,589,648 | 21.2M $ | |
| 8 | Freshworks Inc | 2,529,388 | 20.3M $ | |
| 9 | SentinelOne Inc | 1,351,046 | 17.4M $ | |
| 10 | Datadog Inc | 115,448 | 13.6M $ | |
| 11 | Planet Labs PBC | 429,597 | 12M $ | |
| 12 | Dynatrace Inc | 304,545 | 11.3M $ | |
| 13 | Akamai Technologies Inc | 97,199 | 11.2M $ | |
| 14 | Snowflake Inc | 62,321 | 9.4M $ | |
| 15 | Wayfair Inc | 110,917 | 8.3M $ | |
| 16 | MongoDB Inc | 32,140 | 7.9M $ | |
| 17 | Guidewire Software Inc | 48,589 | 7.3M $ | |
| 18 | SailPoint Inc | 527,249 | 7M $ | |
| 19 | DraftKings Inc | 302,140 | 6.5M $ | |
| 20 | Vertex Inc | 535,901 | 6.4M $ | |
| 21 | Workiva Inc | 102,698 | 6.1M $ | |
| 22 | Compass Inc | 772,459 | 5.6M $ | |
| 23 | Cloudflare Inc | 24,931 | 5.1M $ | |
| 24 | SoFi Technologies Inc | 273,294 | 4.3M $ | |
| 25 | nCino Inc | 275,161 | 4.1M $ | |
| 26 | Unity Software Inc | 75,692 | 1.7M $ | |
| 27 | Airbnb Inc | 12,491 | 1.6M $ |