Filed: 2/17/2026ACC: 0001104659-26-016133
📋 What this filing means
CYPRESS POINT INVESTMENT MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $465.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$465.04M
Total AUM (reported)
34.70M
Total Shares
Allocation by class
COM$120.36M25.9%
CL A$90.87M19.5%
COM CL A$70.62M15.2%
ORD SHS$48.33M10.4%
SHARES CL A$34.45M7.4%
CLASS A ORD SHS$30.34M6.5%
CLASS A COM$25.57M5.5%
Portfolio Concentration
Top 3$103.72M22.3%
4–10$178.91M38.5%
11–25$168.89M36.3%
Rest$13.52M2.9%
Top 3 weight
22.3%
Top 10 weight
60.8%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings30
Rows:
BLEND LABS INC
SOLEShares11.85M
TypeSH
Market value$36.02M
7.75%
Sole
0.00
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
SOLEShares3.13M
TypeSH
Market value$34.45M
7.41%
Sole
0.00
Shared
0.00
None
0.00
Q2 HLDGS INC
SOLEShares460.38K
TypeSH
Market value$33.25M
7.15%
Sole
0.00
Shared
0.00
None
0.00
SPORTRADAR GROUP AG
SOLEShares1.28M
TypeSH
Market value$30.34M
6.52%
Sole
0.00
Shared
0.00
None
0.00
JFROG LTD
SOLEShares423.97K
TypeSH
Market value$26.48M
5.69%
Sole
0.00
Shared
0.00
None
0.00
FRESHWORKS INC
SOLEShares2.06M
TypeSH
Market value$25.57M
5.50%
Sole
0.00
Shared
0.00
None
0.00
UDEMY INC
SOLEShares4.38M
TypeSH
Market value$25.56M
5.50%
Sole
0.00
Shared
0.00
None
0.00
SENTINELONE INC
SOLEShares1.64M
TypeSH
Market value$24.69M
5.31%
Sole
0.00
Shared
0.00
None
0.00
BANDWIDTH INC
SOLEShares1.51M
TypeSH
Market value$23.34M
5.02%
Sole
0.00
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares314.98K
TypeSH
Market value$22.94M
4.93%
Sole
0.00
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares289.58K
TypeSH
Market value$21.85M
4.70%
Sole
0.00
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares614.02K
TypeSH
Market value$21.17M
4.55%
Sole
0.00
Shared
0.00
None
0.00
PLANET LABS PBC
SOLEShares903.99K
TypeSH
Market value$17.82M
3.83%
Sole
0.00
Shared
0.00
None
0.00
SPRINKLR INC
SOLEShares2.27M
TypeSH
Market value$17.61M
3.79%
Sole
0.00
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares225.43K
TypeSH
Market value$15.62M
3.36%
Sole
0.00
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares1.49M
TypeSH
Market value$15.19M
3.27%
Sole
0.00
Shared
0.00
None
0.00
DATADOG INC
SOLEShares67.61K
TypeSH
Market value$9.20M
1.98%
Sole
0.00
Shared
0.00
None
0.00
PAYMENTUS HOLDINGS INC
SOLEShares262.27K
TypeSH
Market value$8.29M
1.78%
Sole
0.00
Shared
0.00
None
0.00
NCINO INC
SOLEShares322.14K
TypeSH
Market value$8.27M
1.78%
Sole
0.00
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
SOLEShares82.75K
TypeSH
Market value$7.23M
1.55%
Sole
0.00
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares31.08K
TypeSH
Market value$6.13M
1.32%
Sole
0.00
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares27.86K
TypeSH
Market value$6.11M
1.31%
Sole
0.00
Shared
0.00
None
0.00
SAILPOINT INC
SOLEShares276.20K
TypeSH
Market value$5.60M
1.20%
Sole
0.00
Shared
0.00
None
0.00
VERTEX INC
SOLEShares227.04K
TypeSH
Market value$4.54M
0.98%
Sole
0.00
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares98.33K
TypeSH
Market value$4.26M
0.92%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLEND LABS INCSOLE | CL A | 11.85M | SH | $36.02M 7.75% | 0.00 | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 3.13M | SH | $34.45M 7.41% | 0.00 | 0.00 | 0.00 |
Q2 HLDGS INCSOLE | COM | 460.38K | SH | $33.25M 7.15% | 0.00 | 0.00 | 0.00 |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 1.28M | SH | $30.34M 6.52% | 0.00 | 0.00 | 0.00 |
JFROG LTDSOLE | ORD SHS | 423.97K | SH | $26.48M 5.69% | 0.00 | 0.00 | 0.00 |
FRESHWORKS INCSOLE | CLASS A COM | 2.06M | SH | $25.57M 5.50% | 0.00 | 0.00 | 0.00 |
UDEMY INCSOLE | COM | 4.38M | SH | $25.56M 5.50% | 0.00 | 0.00 | 0.00 |
SENTINELONE INCSOLE | CL A | 1.64M | SH | $24.69M 5.31% | 0.00 | 0.00 | 0.00 |
BANDWIDTH INCSOLE | COM CL A | 1.51M | SH | $23.34M 5.02% | 0.00 | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 314.98K | SH | $22.94M 4.93% | 0.00 | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 289.58K | SH | $21.85M 4.70% | 0.00 | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 614.02K | SH | $21.17M 4.55% | 0.00 | 0.00 | 0.00 |
PLANET LABS PBCSOLE | COM CL A | 903.99K | SH | $17.82M 3.83% | 0.00 | 0.00 | 0.00 |
SPRINKLR INCSOLE | CL A | 2.27M | SH | $17.61M 3.79% | 0.00 | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 225.43K | SH | $15.62M 3.36% | 0.00 | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 1.49M | SH | $15.19M 3.27% | 0.00 | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 67.61K | SH | $9.20M 1.98% | 0.00 | 0.00 | 0.00 |
PAYMENTUS HOLDINGS INCSOLE | COM CL A | 262.27K | SH | $8.29M 1.78% | 0.00 | 0.00 | 0.00 |
NCINO INCSOLE | COM | 322.14K | SH | $8.27M 1.78% | 0.00 | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 82.75K | SH | $7.23M 1.55% | 0.00 | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 31.08K | SH | $6.13M 1.32% | 0.00 | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 27.86K | SH | $6.11M 1.31% | 0.00 | 0.00 | 0.00 |
SAILPOINT INCSOLE | COM | 276.20K | SH | $5.60M 1.20% | 0.00 | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 227.04K | SH | $4.54M 0.98% | 0.00 | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 98.33K | SH | $4.26M 0.92% | 0.00 | 0.00 | 0.00 |
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