Filed: 8/13/2026ACC: 0001104659-26-096019
📋 What this filing means
CYPRESS POINT INVESTMENT MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $551.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$551.73M
Total AUM (reported)
39.61M
Total Shares
Allocation by class
COM$168.62M30.6%
COM CL A$99.68M18.1%
CL A$88.82M16.1%
ORD SHS$32.96M6.0%
CLASS A ORD SHS$29.86M5.4%
SHARES CL A$25.16M4.6%
CLASS A COM$25.11M4.6%
Portfolio Concentration
Top 3$105.36M19.1%
4–10$166.89M30.2%
11–25$222.47M40.3%
Rest$57.01M10.3%
Top 3 weight
19.1%
Top 10 weight
49.3%
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)
Sole33
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings33
Rows:
BANDWIDTH INC
SOLEShares775.58K
TypeSH
Market value$49.09M
8.90%
Sole
0.00
Shared
0.00
None
0.00
SPORTRADAR GROUP AG
SOLEShares1.99M
TypeSH
Market value$29.86M
5.41%
Sole
0.00
Shared
0.00
None
0.00
Q2 HLDGS INC
SOLEShares548.93K
TypeSH
Market value$26.40M
4.79%
Sole
0.00
Shared
0.00
None
0.00
COURSERA INC
SOLEShares4.55M
TypeSH
Market value$25.67M
4.65%
Sole
0.00
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
SOLEShares4.15M
TypeSH
Market value$25.16M
4.56%
Sole
0.00
Shared
0.00
None
0.00
FRESHWORKS INC
SOLEShares2.48M
TypeSH
Market value$25.11M
4.55%
Sole
0.00
Shared
0.00
None
0.00
BLEND LABS INC
SOLEShares14.30M
TypeSH
Market value$24.45M
4.43%
Sole
0.00
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares93.16K
TypeSH
Market value$23.71M
4.30%
Sole
0.00
Shared
0.00
None
0.00
SENTINELONE INC
SOLEShares1.27M
TypeSH
Market value$21.50M
3.90%
Sole
0.00
Shared
0.00
None
0.00
PAYMENTUS HOLDINGS INC
SOLEShares881.12K
TypeSH
Market value$21.29M
3.86%
Sole
0.00
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares300.39K
TypeSH
Market value$21.24M
3.85%
Sole
0.00
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares513.20K
TypeSH
Market value$20.85M
3.78%
Sole
0.00
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares690.07K
TypeSH
Market value$19.72M
3.57%
Sole
0.00
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares748.65K
TypeSH
Market value$18.91M
3.43%
Sole
0.00
Shared
0.00
None
0.00
JFROG LTD
SOLEShares190.77K
TypeSH
Market value$17.34M
3.14%
Sole
0.00
Shared
0.00
None
0.00
ALKAMI TECHNOLOGY INC
SOLEShares936.99K
TypeSH
Market value$16.98M
3.08%
Sole
0.00
Shared
0.00
None
0.00
ELASTIC N V
SOLEShares274.03K
TypeSH
Market value$15.63M
2.83%
Sole
0.00
Shared
0.00
None
0.00
COMPASS INC
SOLEShares1.07M
TypeSH
Market value$13.20M
2.39%
Sole
0.00
Shared
0.00
None
0.00
AKAMAI TECHNOLOGIES INC
SOLEShares111.33K
TypeSH
Market value$13.16M
2.39%
Sole
0.00
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares289K
TypeSH
Market value$12.69M
2.30%
Sole
0.00
Shared
0.00
None
0.00
SAILPOINT INC
SOLEShares861.58K
TypeSH
Market value$12.61M
2.29%
Sole
0.00
Shared
0.00
None
0.00
VERTEX INC
SOLEShares952.21K
TypeSH
Market value$10.93M
1.98%
Sole
0.00
Shared
0.00
None
0.00
PLANET LABS PBC
SOLEShares313.57K
TypeSH
Market value$10.39M
1.88%
Sole
0.00
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares108.81K
TypeSH
Market value$10.06M
1.82%
Sole
0.00
Shared
0.00
None
0.00
DATADOG INC
SOLEShares33.69K
TypeSH
Market value$8.77M
1.59%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BANDWIDTH INCSOLE | COM CL A | 775.58K | SH | $49.09M 8.90% | 0.00 | 0.00 | 0.00 |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 1.99M | SH | $29.86M 5.41% | 0.00 | 0.00 | 0.00 |
Q2 HLDGS INCSOLE | COM | 548.93K | SH | $26.40M 4.79% | 0.00 | 0.00 | 0.00 |
COURSERA INCSOLE | COM | 4.55M | SH | $25.67M 4.65% | 0.00 | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 4.15M | SH | $25.16M 4.56% | 0.00 | 0.00 | 0.00 |
FRESHWORKS INCSOLE | CLASS A COM | 2.48M | SH | $25.11M 4.55% | 0.00 | 0.00 | 0.00 |
BLEND LABS INCSOLE | CL A | 14.30M | SH | $24.45M 4.43% | 0.00 | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 93.16K | SH | $23.71M 4.30% | 0.00 | 0.00 | 0.00 |
SENTINELONE INCSOLE | CL A | 1.27M | SH | $21.50M 3.90% | 0.00 | 0.00 | 0.00 |
PAYMENTUS HOLDINGS INCSOLE | COM CL A | 881.12K | SH | $21.29M 3.86% | 0.00 | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 300.39K | SH | $21.24M 3.85% | 0.00 | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 513.20K | SH | $20.85M 3.78% | 0.00 | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 690.07K | SH | $19.72M 3.57% | 0.00 | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 748.65K | SH | $18.91M 3.43% | 0.00 | 0.00 | 0.00 |
JFROG LTDSOLE | ORD SHS | 190.77K | SH | $17.34M 3.14% | 0.00 | 0.00 | 0.00 |
ALKAMI TECHNOLOGY INCSOLE | COM | 936.99K | SH | $16.98M 3.08% | 0.00 | 0.00 | 0.00 |
ELASTIC N VSOLE | ORD SHS | 274.03K | SH | $15.63M 2.83% | 0.00 | 0.00 | 0.00 |
COMPASS INCSOLE | CL A | 1.07M | SH | $13.20M 2.39% | 0.00 | 0.00 | 0.00 |
AKAMAI TECHNOLOGIES INCSOLE | COM | 111.33K | SH | $13.16M 2.39% | 0.00 | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 289K | SH | $12.69M 2.30% | 0.00 | 0.00 | 0.00 |
SAILPOINT INCSOLE | COM | 861.58K | SH | $12.61M 2.29% | 0.00 | 0.00 | 0.00 |
VERTEX INCSOLE | CL A | 952.21K | SH | $10.93M 1.98% | 0.00 | 0.00 | 0.00 |
PLANET LABS PBCSOLE | COM CL A | 313.57K | SH | $10.39M 1.88% | 0.00 | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 108.81K | SH | $10.06M 1.82% | 0.00 | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 33.69K | SH | $8.77M 1.59% | 0.00 | 0.00 | 0.00 |
Page 1 of 2