CYPRESS ASSET MANAGEMENT INC/TX

PrivateCIK: 1030618
Location

HOUSTON, TX

105
Positions
$454.99M
Total AUM (reported)
1.64M
Total Shares

Allocation by class

TOTAL AUM$454.99M105 positions
COM$355.55M78.1%
CL A$24.76M5.4%
CAP STK CL C$15.94M3.5%
CL B NEW$12.50M2.7%
SHS$10.38M2.3%
COM CL A$9.63M2.1%
SPONSORED ADS$6.94M1.5%

Portfolio Concentration

Top 319.2%4–1027.2%11–2525.7%Rest27.9%TOP 1046.5%0%100%
Top 3$87.58M19.2%
4–10$123.93M27.2%
11–25$116.73M25.7%
Rest$126.74M27.9%

Top 3 weight

19.2%

Top 10 weight

46.5%

Voting Authority Distribution

Total shares with voting rights: 1.64M

Sole

Full voting authority

1.42M

shares

% of voting shares86.9%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

214.90K

shares

% of voting shares13.1%

Investment Discretion (by position count)

Sole105
Shared0
Other0
Dominant voting typeSole · 86.9% of voting shares
Institutional Holdings105
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares172.16K
TypeSH
Market value$32.11M
7.06%
Sole
145.81K
Shared
0.00
None
26.35K

APPLE INC

SOLE
COM
Shares110.72K
TypeSH
Market value$30.10M
6.62%
Sole
101.79K
Shared
0.00
None
8.93K

MICROSOFT CORP

SOLE
COM
Shares52.47K
TypeSH
Market value$25.37M
5.58%
Sole
46.18K
Shared
0.00
None
6.28K

ELI LILLY & CO

SOLE
COM
Shares22.34K
TypeSH
Market value$24.00M
5.28%
Sole
20.35K
Shared
0.00
None
1.99K

BROADCOM INC

SOLE
COM
Shares68.81K
TypeSH
Market value$23.82M
5.23%
Sole
59.36K
Shared
0.00
None
9.45K

JPMORGAN CHASE & CO.

SOLE
COM
Shares59.22K
TypeSH
Market value$19.08M
4.19%
Sole
52.34K
Shared
0.00
None
6.88K

ALPHABET INC

SOLE
CAP STK CL C
Shares50.79K
TypeSH
Market value$15.94M
3.50%
Sole
43.53K
Shared
0.00
None
7.25K

AMAZON COM INC

SOLE
COM
Shares68.99K
TypeSH
Market value$15.92M
3.50%
Sole
60.45K
Shared
0.00
None
8.54K

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares14.41K
TypeSH
Market value$12.67M
2.78%
Sole
12.71K
Shared
0.00
None
1.70K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares24.87K
TypeSH
Market value$12.50M
2.75%
Sole
21.85K
Shared
0.00
None
3.02K

COSTCO WHSL CORP NEW

SOLE
COM
Shares13.46K
TypeSH
Market value$11.60M
2.55%
Sole
11.84K
Shared
0.00
None
1.61K

MERCADOLIBRE INC

SOLE
COM
Shares5.50K
TypeSH
Market value$11.08M
2.44%
Sole
4.78K
Shared
0.00
None
719.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares18.02K
TypeSH
Market value$10.29M
2.26%
Sole
15.88K
Shared
0.00
None
2.14K

META PLATFORMS INC

SOLE
CL A
Shares14.68K
TypeSH
Market value$9.69M
2.13%
Sole
12.71K
Shared
0.00
None
1.96K

VISA INC

SOLE
COM CL A
Shares26.81K
TypeSH
Market value$9.40M
2.07%
Sole
23.55K
Shared
0.00
None
3.27K

ANALOG DEVICES INC

SOLE
COM
Shares32.86K
TypeSH
Market value$8.91M
1.96%
Sole
29.66K
Shared
0.00
None
3.20K

TAIWAN SEMICONDUCTOR MFG LTD

SOLE
SPONSORED ADS
Shares22.84K
TypeSH
Market value$6.94M
1.53%
Sole
20.08K
Shared
0.00
None
2.76K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares32.31K
TypeSH
Market value$6.92M
1.52%
Sole
29.35K
Shared
0.00
None
2.95K

JOHNSON & JOHNSON

SOLE
COM
Shares33.40K
TypeSH
Market value$6.91M
1.52%
Sole
29.22K
Shared
0.00
None
4.17K

PEPSICO INC

SOLE
COM
Shares46.79K
TypeSH
Market value$6.71M
1.48%
Sole
40.82K
Shared
0.00
None
5.97K

APPLIED MATLS INC

SOLE
COM
Shares23.54K
TypeSH
Market value$6.05M
1.33%
Sole
19.80K
Shared
0.00
None
3.75K

HOME DEPOT INC

SOLE
COM
Shares17.18K
TypeSH
Market value$5.91M
1.30%
Sole
15.33K
Shared
0.00
None
1.85K

RTX CORPORATION

SOLE
COM
Shares31.31K
TypeSH
Market value$5.74M
1.26%
Sole
27.13K
Shared
0.00
None
4.18K

UNION PAC CORP

SOLE
COM
Shares24.10K
TypeSH
Market value$5.57M
1.23%
Sole
21.52K
Shared
0.00
None
2.58K

QUALCOMM INC

SOLE
COM
Shares29.15K
TypeSH
Market value$4.99M
1.10%
Sole
23.52K
Shared
0.00
None
5.63K
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