13F-HR filed by CYPRESS POINT INVESTMENT MANAGEMENT LP
CYPRESS POINT INVESTMENT MANAGEMENT LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 31 holding rows worth $465,043,490.
- Accession
- 0001104659-26-016133
- Filer
- CIK 2058475
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 31 entries on the cover page, a total value of $465,043,490 stated on the cover page (in dollars after the unit check, H1), rows summing to $465,043,490 with VALUE read as dollars as filed, 13F file number 028-26491. 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| BLEND LABS INC | 09352U108 | CL A | 11,847,964 | $36,018,756 | dollars as filed | |
| GENIUS SPORTS LIMITED SHARES CL A | G3934V109 | Stock | 3,128,557 | $34,451,324 | dollars as filed | |
| Q2 HLDGS INC COM | 74736L109 | Stock | 460,384 | $33,246,726 | dollars as filed | |
| SPORTRADAR GROUP AG | H8088L103 | COM | 1,275,998 | $30,340,775 | dollars as filed | |
| JFROG LTD ORD SHS | M6191J100 | Stock | 423,971 | $26,481,229 | dollars as filed | |
| FRESHWORKS INC CLASS A COM | 358054104 | Stock | 2,057,425 | $25,567,486 | dollars as filed | |
| UDEMY INC COM | 902685106 | Stock | 4,377,766 | $25,555,272 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 1,643,578 | $24,688,356 | dollars as filed | |
| BANDWIDTH INC | 05988J103 | COM CL A | 1,508,136 | $23,336,271 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 314,981 | $22,939,332 | dollars as filed | |
| ELASTIC N V ORD SHS | N14506104 | Stock | 289,584 | $21,853,065 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 614,021 | $21,171,771 | dollars as filed | |
| PLANET LABS PBC | 72703X106 | COM CL A | 903,988 | $17,823,612 | dollars as filed | |
| SPRINKLR INC | 85208T107 | CL A | 2,266,342 | $17,612,569 | dollars as filed | |
| DOCUSIGN INC COM | 256163106 | Stock | 225,430 | $15,621,352 | dollars as filed | |
| ZOOMINFO TECHNOLOGIES INC COMMON STOCK | 98980F104 | Stock | 1,493,867 | $15,192,627 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 67,609 | $9,197,043 | dollars as filed | |
| PAYMENTUS HOLDINGS INC | 70439P108 | COM CL A | 262,272 | $8,291,380 | dollars as filed | |
| NCINO INC | 63947X101 | COM | 322,137 | $8,265,089 | dollars as filed | |
| AKAMAI TECHNOLOGIES INC COM | 00971T101 | Stock | 82,753 | $7,230,458 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 31,079 | $6,129,858 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 27,865 | $6,106,332 | dollars as filed | |
| SAILPOINT INC COM | 78781J109 | Stock | 276,205 | $5,600,013 | dollars as filed | |
| VERTEX INC | 92538J106 | CL A | 227,038 | $4,536,741 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 98,335 | $4,263,042 | dollars as filed | |
| SERVICETITAN INC SHS CL A | 81764X103 | Stock | 33,868 | $3,606,277 | dollars as filed | |
| WAYFAIR INC | 94419L101 | CL A | 33,937 | $3,412,452 | dollars as filed | |
| NETSKOPE INC CL A | 64119N608 | COMMON STOCK | 150,919 | $2,652,452 | dollars as filed | |
| COMPASS INC | 20464U100 | CL A | 184,346 | $1,944,544 | dollars as filed | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 72,746 | $1,904,786 | dollars as filed | |
| SENTINELONE INC | 81730H109 | CL A | 1,000 | $2,500 | dollars as filed | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-26-016133 | this filing | 2026-02-17 | acceptance time not in the bulk data set |