2026 Q2 Portfolio Activity
In 2026 Q2, CYPRESS POINT INVESTMENT MANAGEMENT LP maintained a portfolio of 37 distinct positions. The most significant new addition was COURSERA INC, now representing 4.65% of the total fund value. They heavily accumulated shares in UNITY SOFTWARE INC, increasing the position by 811.7%. Conversely, CYPRESS POINT INVESTMENT MANAGEMENT LP completely exited their position in UDEMY INC.
Position History
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Total Positions
37
Quarter
2026 Q2
Top Holding
BAND (8.9%)
Top 10 Concentration
49.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-37 of 37
CYPRESS POINT INVESTMENT MANAGEMENT LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BAND
BANDWIDTH INC
|
Technology | 8.90% | 6.65% |
#1
Prev: #1
|
5.6 |
—
|
-807,618 | -51.0% |
P
S
|
775,581 | $49,094,277 |
$15.56
+222.8%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
SRAD
SPORTRADAR GROU...
|
Technology | 5.41% | 6.51% |
#2
1
Prev: #3
|
6.2 |
—
|
344,225 | 20.9% |
P
S
|
1,994,698 | $29,860,629 |
$20.93
-42.1%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
QTWO
Q2 HLDGS INC
|
Technology | 4.79% | 5.47% |
#3
3
Prev: #6
|
4.9 |
—
|
58,138 | 11.8% |
P
S
|
548,929 | $26,403,485 |
$68.23
-13.9%
|
2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
COUR
COURSERA INC
|
Consumer Defensive | 4.65% | — |
#4
Prev: #—
|
5.9 |
—
|
4,551,747 | — |
NEW
|
4,551,747 | $25,671,853 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GENI
GENIUS SPORTS L...
|
Communication Services | 4.56% | 4.13% |
#5
6
Prev: #11
|
2.8 |
—
|
195,543 | 4.9% |
P
S
|
4,151,812 | $25,159,981 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FRSH
FRESHWORKS INC
|
Technology | 4.55% | 4.78% |
#6
4
Prev: #10
|
2.3 |
—
|
-48,000 | -1.9% |
P
S
|
2,481,388 | $25,111,647 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BLND
BLEND LABS INC
|
Technology | 4.43% | 5.82% |
#7
2
Prev: #5
|
2.3 |
—
|
-239,747 | -1.6% |
P
S
|
14,297,425 | $24,448,597 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 4.30% | 2.21% |
#8
10
Prev: #18
|
4.2 |
—
|
30,839 | 49.5% |
P
S
|
93,160 | $23,709,220 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
S
SENTINELONE INC
|
Technology | 3.90% | 4.10% |
#9
3
Prev: #12
|
2.1 |
—
|
-84,256 | -6.2% |
P
S
|
1,266,790 | $21,497,426 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PAY
PAYMENTUS HOLDI...
|
Technology | 3.86% | 5.02% |
#10
2
Prev: #8
|
2.0 |
—
|
41,482 | 4.9% |
P
S
|
881,115 | $21,287,738 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
TTAN
SERVICETITAN IN...
|
Technology | 3.85% | 6.03% |
#11
7
Prev: #4
|
1.5 |
—
|
-103,208 | -25.6% |
P
S
|
300,394 | $21,240,860 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PCOR
PROCORE TECHNOL...
|
Technology | 3.78% | 6.52% |
#12
10
Prev: #2
|
3.5 |
—
|
27,579 | 5.7% |
P
S
|
513,203 | $20,846,306 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
U
UNITY SOFTWARE ...
|
Technology | 3.57% | 0.39% |
#13
18
Prev: #31
|
4.4 |
—
|
614,378 | 811.7% |
P
S
|
690,070 | $19,722,201 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DKNG
DRAFTKINGS INC ...
|
Consumer Cyclical | 3.43% | 1.54% |
#14
9
Prev: #23
|
4.4 |
—
|
446,509 | 147.8% |
P
S
|
748,649 | $18,910,874 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
FROG
JFROG LTD
|
Technology | 3.14% | 5.13% |
#15
8
Prev: #7
|
1.3 |
—
|
-273,166 | -58.9% |
P
S
|
190,770 | $17,337,178 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ALKT
ALKAMI TECHNOLO...
|
Technology | 3.08% | — |
#16
Prev: #—
|
4.7 |
—
|
936,985 | — |
NEW
|
936,985 | $16,978,168 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ESTC
ELASTIC N V
|
Technology | 2.83% | 3.68% |
#17
4
Prev: #13
|
1.6 |
—
|
-38,282 | -12.3% |
P
S
|
274,030 | $15,625,191 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
COMP
COMPASS INC
|
Real Estate | 2.39% | 1.33% |
#18
8
Prev: #26
|
3.5 |
—
|
298,068 | 38.6% |
P
S
|
1,070,527 | $13,199,598 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AKAM
AKAMAI TECHNOLO...
|
Technology | 2.39% | 2.63% |
#19
2
Prev: #17
|
3.0 |
—
|
14,133 | 14.5% |
P
S
|
111,332 | $13,160,556 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DT
DYNATRACE INC
|
Technology | 2.30% | 2.65% |
#20
4
Prev: #16
|
1.4 |
—
|
-15,544 | -5.1% |
P
S
|
289,001 | $12,690,034 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SAIL
SAILPOINT INC
|
Technology | 2.29% | 1.64% |
#21
1
Prev: #22
|
3.9 |
—
|
334,329 | 63.4% |
P
S
|
861,578 | $12,613,502 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VERX
VERTEX INC
|
Technology | 1.98% | 1.50% |
#22
2
Prev: #24
|
3.8 |
—
|
416,311 | 77.7% |
P
S
|
952,212 | $10,931,394 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PL
PLANET LABS PBC
|
Industrials | 1.88% | 2.83% |
#23
8
Prev: #15
|
0.8 |
—
|
-116,029 | -27.0% |
P
S
|
313,568 | $10,388,508 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
W
WAYFAIR INC
|
Consumer Cyclical | 1.82% | 1.97% |
#24
5
Prev: #19
|
1.2 |
—
|
-2,105 | -1.9% |
P
S
|
108,812 | $10,056,405 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DDOG
DATADOG INC
|
Technology | 1.59% | 3.21% |
#25
11
Prev: #14
|
0.6 |
—
|
-81,760 | -70.8% |
P
S
|
33,688 | $8,771,008 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MDB
MONGODB INC
|
Technology | 1.57% | 1.85% |
#26
6
Prev: #20
|
1.1 |
—
|
-6,277 | -19.5% |
P
S
|
25,863 | $8,687,382 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SOFI
SOFI TECHNOLOGI...
|
Financial Services | 1.57% | 1.02% |
#27
1
Prev: #28
|
3.6 |
—
|
210,346 | 77.0% |
P
S
|
483,640 | $8,671,665 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CVLT
COMMVAULT SYS I...
|
Technology | 1.56% | — |
#28
Prev: #—
|
4.1 |
—
|
60,851 | — |
NEW
|
60,851 | $8,624,412 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NCNO
NCINO INC
|
Technology | 1.46% | 0.97% |
#29
Prev: #29
|
3.6 |
—
|
217,168 | 78.9% |
P
S
|
492,329 | $8,049,579 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ADSK
AUTODESK INC
|
Technology | 1.43% | — |
#30
Prev: #—
|
4.1 |
—
|
40,517 | — |
NEW
|
40,517 | $7,877,315 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 1.23% | — |
#31
Prev: #—
|
4.0 |
—
|
38,236 | — |
NEW
|
38,236 | $6,785,743 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NET
CLOUDFLARE INC
|
Technology | 1.17% | 1.21% |
#32
5
Prev: #27
|
2.5 |
—
|
1,491 | 6.0% |
P
S
|
26,422 | $6,480,788 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 0.33% | 0.67% |
#33
3
Prev: #30
|
0.1 |
—
|
-20,605 | -75.6% |
P
S
|
6,640 | $1,833,769 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 0.00% | 0.37% |
Sold All 😨
(Was: #32) |
0.0 |
—
|
-12,491 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WK
WORKIVA INC
|
Technology | 0.00% | 1.44% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-102,698 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
GWRE
GUIDEWIRE SOFTW...
|
Technology | 0.00% | 1.71% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-48,589 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
UDMY
UDEMY INC
|
Consumer Defensive | 0.00% | 5.00% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-4,589,648 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-37 of 37 holdings