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13F-HR filed by CYPRESS FUNDS LLC

CYPRESS FUNDS LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-20, with 14 holding rows worth $604,664,718.

Accession
0001081198-26-000002
Filed
2026-01-20
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 14 entries on the cover page, a total value of $604,664,718 stated on the cover page (in dollars after the unit check, H1), rows summing to $604,664,718 with VALUE read as dollars as filed, 13F file number 028-04707. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Amazon.com, Inc023135106COM353,739$81,650,036dollars as filed
Microsoft Corp594918104COM158,203$76,510,135dollars as filed
NVIDIA Corp67066G104COM324,404$60,501,346dollars as filed
FAIR ISAAC CORP COM303250104Stock31,276$52,875,831dollars as filed
S&P Global,Inc.78409V104COM84,608$44,215,295dollars as filed
MasterCard, Inc57636Q104COM74,840$42,724,659dollars as filed
Broadcom Inc.11135F101COM115,766$40,066,613dollars as filed
META PLATFORMS INC CL A30303M102COM55,489$36,627,734dollars as filed
Walmart Inc.931142103COM324,672$36,171,708dollars as filed
TRANSDIGM GROUP INC COM893641100Stock26,713$35,524,283dollars as filed
Apple Inc037833100COM118,747$32,282,559dollars as filed
CADENCE DESIGN SYSTEM INC COM127387108Stock99,787$31,191,420dollars as filed
TYLER TECHNOLOGIES INC COM902252105Stock42,787$19,423,159dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK13,927$14,899,940dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001081198-26-000002this filing2026-01-20acceptance time not in the bulk data set