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CYPRESS POINT INVESTMENT MANAGEMENT LP

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13F filer, CIK 2058475, MILL VALLEY, CA

CYPRESS POINT INVESTMENT MANAGEMENT LP reported $551,727,289 across 33 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 49.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-096019

Period
2026-06-30
Reported value
$552M
Holdings
33
Top 10 weight
49.34%
New
5
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
COURnew+4,551,747$25.7M
Uadded+614,378$17.6M
ALKTnew+936,985$17M
DKNGadded+446,509$11.3M
CVLTnew+60,851$8.62M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BANDreduced-807,618-$51.1M
FROGreduced-273,166-$24.8M
DDOGreduced-81,760-$21.3M
UDMYexited-4,589,648-$21.2M
TTANreduced-103,208-$7.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001104659-26-096019, largest first. % of portfolio is the value over $551,727,289, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BANDBANDWIDTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,508,136 shares; 2026Q1: 1,583,199 shares; 2026Q2: 775,581 shares 775,581$49.1M8.9%-807,618Timeline
SRADSPORTRADAR GROUP AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,275,998 shares; 2026Q1: 1,650,473 shares; 2026Q2: 1,994,698 shares 1,994,698$29.9M5.41%+344,225Timeline
QTWOQ2 HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 460,384 shares; 2026Q1: 490,791 shares; 2026Q2: 548,929 shares 548,929$26.4M4.79%+58,138Timeline
COURCOURSERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,551,747 shares 4,551,747$25.7M4.65%newTimeline
GENIGENIUS SPORTS LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 3,128,557 shares; 2026Q1: 3,956,269 shares; 2026Q2: 4,151,812 shares 4,151,812$25.2M4.56%+195,543Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,057,425 shares; 2026Q1: 2,529,388 shares; 2026Q2: 2,481,388 shares 2,481,388$25.1M4.55%-48,000Timeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 11,847,964 shares; 2026Q1: 14,537,172 shares; 2026Q2: 14,297,425 shares 14,297,425$24.4M4.43%-239,747Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 27,865 shares; 2026Q1: 62,321 shares; 2026Q2: 93,160 shares 93,160$23.7M4.3%+30,839Timeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 1,643,578 shares; 2026Q1: 1,351,046 shares; 2026Q2: 1,266,790 shares 1,266,790$21.5M3.9%-84,256Timeline
PAYPAYMENTUS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 262,272 shares; 2026Q1: 839,633 shares; 2026Q2: 881,115 shares 881,115$21.3M3.86%+41,482Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 33,868 shares; 2026Q1: 403,602 shares; 2026Q2: 300,394 shares 300,394$21.2M3.85%-103,208Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 314,981 shares; 2026Q1: 485,624 shares; 2026Q2: 513,203 shares 513,203$20.8M3.78%+27,579Timeline
UUNITY SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 75,692 shares; 2026Q2: 690,070 shares 690,070$19.7M3.57%+614,378Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 614,021 shares; 2026Q1: 302,140 shares; 2026Q2: 748,649 shares 748,649$18.9M3.43%+446,509Timeline
FROGJFROG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 423,971 shares; 2026Q1: 463,936 shares; 2026Q2: 190,770 shares 190,770$17.3M3.14%-273,166Timeline
ALKTALKAMI TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 936,985 shares 936,985$17M3.08%newTimeline
ESTCELASTIC N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 289,584 shares; 2026Q1: 312,312 shares; 2026Q2: 274,030 shares 274,030$15.6M2.83%-38,282Timeline
COMPCOMPASS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 184,346 shares; 2026Q1: 772,459 shares; 2026Q2: 1,070,527 shares 1,070,527$13.2M2.39%+298,068Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 82,753 shares; 2026Q1: 97,199 shares; 2026Q2: 111,332 shares 111,332$13.2M2.39%+14,133Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 98,335 shares; 2026Q1: 304,545 shares; 2026Q2: 289,001 shares 289,001$12.7M2.3%-15,544Timeline
SAILSAILPOINT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 276,205 shares; 2026Q1: 527,249 shares; 2026Q2: 861,578 shares 861,578$12.6M2.29%+334,329Timeline
VERXVERTEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 227,038 shares; 2026Q1: 535,901 shares; 2026Q2: 952,212 shares 952,212$10.9M1.98%+416,311Timeline
PLPLANET LABS PBCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 903,988 shares; 2026Q1: 429,597 shares; 2026Q2: 313,568 shares 313,568$10.4M1.88%-116,029Timeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 33,937 shares; 2026Q1: 110,917 shares; 2026Q2: 108,812 shares 108,812$10.1M1.82%-2,105Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 67,609 shares; 2026Q1: 115,448 shares; 2026Q2: 33,688 shares 33,688$8.77M1.59%-81,760Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 32,140 shares; 2026Q2: 25,863 shares 25,863$8.69M1.57%-6,277Timeline
SOFISOFI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 72,746 shares; 2026Q1: 273,294 shares; 2026Q2: 483,640 shares 483,640$8.67M1.57%+210,346Timeline
CVLTCOMMVAULT SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,851 shares 60,851$8.62M1.56%newTimeline
NCNONCINO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 322,137 shares; 2026Q1: 275,161 shares; 2026Q2: 492,329 shares 492,329$8.05M1.46%+217,168Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,517 shares 40,517$7.88M1.43%newTimeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,236 shares 38,236$6.79M1.23%newTimeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 31,079 shares; 2026Q1: 24,931 shares; 2026Q2: 26,422 shares 26,422$6.48M1.17%+1,491Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 27,245 shares; 2026Q2: 6,640 shares 6,640$1.83M0.33%-20,605Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UDMYUDEMY INC4,589,648$21.2Mshares
GWREGUIDEWIRE SOFTWARE INC48,589$7.27Mshares
WKWORKIVA INC102,698$6.12Mshares
ABNBAIRBNB INC12,491$1.58Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-26-096019 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001104659-26-096019 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001104659-26-062346 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001104659-26-016133 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set