Filed: 5/15/2026ACC: 0001104659-26-062346
📋 What this filing means
CYPRESS POINT INVESTMENT MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 32 equity positions with a total reported market value of $424.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$424.48M
Total AUM (reported)
37.32M
Total Shares
Allocation by class
COM$107.63M25.4%
COM CL A$75.78M17.9%
CL A$70.34M16.6%
ORD SHS$37.38M8.8%
CLASS A ORD SHS$27.63M6.5%
SHS CL A$25.61M6.0%
CLASS A COM$20.31M4.8%
Portfolio Concentration
Top 3$83.52M19.7%
4–10$158.15M37.3%
11–25$157.49M37.1%
Rest$25.32M6.0%
Top 3 weight
19.7%
Top 10 weight
56.9%
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)
Sole32
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings32
Rows:
BANDWIDTH INC
SOLEShares1.58M
TypeSH
Market value$28.21M
6.65%
Sole
0.00
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares485.62K
TypeSH
Market value$27.68M
6.52%
Sole
0.00
Shared
0.00
None
0.00
SPORTRADAR GROUP AG
SOLEShares1.65M
TypeSH
Market value$27.63M
6.51%
Sole
0.00
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares403.60K
TypeSH
Market value$25.61M
6.03%
Sole
0.00
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares14.54M
TypeSH
Market value$24.71M
5.82%
Sole
0.00
Shared
0.00
None
0.00
Q2 HLDGS INC
SOLEShares490.79K
TypeSH
Market value$23.21M
5.47%
Sole
0.00
Shared
0.00
None
0.00
JFROG LTD
SOLEShares463.94K
TypeSH
Market value$21.77M
5.13%
Sole
0.00
Shared
0.00
None
0.00
PAYMENTUS HOLDINGS INC
SOLEShares839.63K
TypeSH
Market value$21.33M
5.02%
Sole
0.00
Shared
0.00
None
0.00
UDEMY INC
SOLEShares4.59M
TypeSH
Market value$21.20M
5.00%
Sole
0.00
Shared
0.00
None
0.00
FRESHWORKS INC
SOLEShares2.53M
TypeSH
Market value$20.31M
4.78%
Sole
0.00
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
SOLEShares3.96M
TypeSH
Market value$17.53M
4.13%
Sole
0.00
Shared
0.00
None
0.00
SENTINELONE INC
SOLEShares1.35M
TypeSH
Market value$17.40M
4.10%
Sole
0.00
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares312.31K
TypeSH
Market value$15.61M
3.68%
Sole
0.00
Shared
0.00
None
0.00
DATADOG INC
SOLEShares115.45K
TypeSH
Market value$13.63M
3.21%
Sole
0.00
Shared
0.00
None
0.00
PLANET LABS PBC
SOLEShares429.60K
TypeSH
Market value$12.01M
2.83%
Sole
0.00
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares304.55K
TypeSH
Market value$11.26M
2.65%
Sole
0.00
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
SOLEShares97.20K
TypeSH
Market value$11.16M
2.63%
Sole
0.00
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares62.32K
TypeSH
Market value$9.40M
2.21%
Sole
0.00
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares110.92K
TypeSH
Market value$8.34M
1.97%
Sole
0.00
Shared
0.00
None
0.00
MONGODB INC
SOLEShares32.14K
TypeSH
Market value$7.87M
1.85%
Sole
0.00
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares48.59K
TypeSH
Market value$7.27M
1.71%
Sole
0.00
Shared
0.00
None
0.00
SAILPOINT INC
SOLEShares527.25K
TypeSH
Market value$6.98M
1.64%
Sole
0.00
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares302.14K
TypeSH
Market value$6.53M
1.54%
Sole
0.00
Shared
0.00
None
0.00
VERTEX INC
SOLEShares535.90K
TypeSH
Market value$6.37M
1.50%
Sole
0.00
Shared
0.00
None
0.00
WORKIVA INC
SOLEShares102.70K
TypeSH
Market value$6.12M
1.44%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BANDWIDTH INCSOLE | COM CL A | 1.58M | SH | $28.21M 6.65% | 0.00 | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 485.62K | SH | $27.68M 6.52% | 0.00 | 0.00 | 0.00 |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 1.65M | SH | $27.63M 6.51% | 0.00 | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 403.60K | SH | $25.61M 6.03% | 0.00 | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 14.54M | SH | $24.71M 5.82% | 0.00 | 0.00 | 0.00 |
Q2 HLDGS INCSOLE | COM | 490.79K | SH | $23.21M 5.47% | 0.00 | 0.00 | 0.00 |
JFROG LTDSOLE | ORD SHS | 463.94K | SH | $21.77M 5.13% | 0.00 | 0.00 | 0.00 |
PAYMENTUS HOLDINGS INCSOLE | COM CL A | 839.63K | SH | $21.33M 5.02% | 0.00 | 0.00 | 0.00 |
UDEMY INCSOLE | COM | 4.59M | SH | $21.20M 5.00% | 0.00 | 0.00 | 0.00 |
FRESHWORKS INCSOLE | CLASS A COM | 2.53M | SH | $20.31M 4.78% | 0.00 | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 3.96M | SH | $17.53M 4.13% | 0.00 | 0.00 | 0.00 |
SENTINELONE INCSOLE | CL A | 1.35M | SH | $17.40M 4.10% | 0.00 | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 312.31K | SH | $15.61M 3.68% | 0.00 | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 115.45K | SH | $13.63M 3.21% | 0.00 | 0.00 | 0.00 |
PLANET LABS PBCSOLE | COM CL A | 429.60K | SH | $12.01M 2.83% | 0.00 | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 304.55K | SH | $11.26M 2.65% | 0.00 | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 97.20K | SH | $11.16M 2.63% | 0.00 | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 62.32K | SH | $9.40M 2.21% | 0.00 | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 110.92K | SH | $8.34M 1.97% | 0.00 | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 32.14K | SH | $7.87M 1.85% | 0.00 | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 48.59K | SH | $7.27M 1.71% | 0.00 | 0.00 | 0.00 |
SAILPOINT INCSOLE | COM | 527.25K | SH | $6.98M 1.64% | 0.00 | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 302.14K | SH | $6.53M 1.54% | 0.00 | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 535.90K | SH | $6.37M 1.50% | 0.00 | 0.00 | 0.00 |
WORKIVA INCSOLE | COM CL A | 102.70K | SH | $6.12M 1.44% | 0.00 | 0.00 | 0.00 |
Page 1 of 2