Cypress Point Investment Management LP reported 33 positions worth $551.73M for the quarter ended Jun 30, 2026, up 36.8% on the prior quarter. It opened 5 new positions, added to 15, trimmed 13 and exited 3. Its largest holding is Bandwidth Inc. at 8.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| COUR Coursera, Inc. | +4.55M | – | $25.67M | 4.65% |
| U Unity Software Inc. | +614.4K | +811.7% | $17.56M | 3.57% |
| ALKT Alkami Technology, Inc. | +937.0K | – | $16.98M | 3.08% |
| DKNG DraftKings Inc. | +446.5K | +147.8% | $11.28M | 3.43% |
| CVLT Commvault Systems Inc | +60.9K | – | $8.62M | 1.56% |
| ADSK Autodesk, Inc. | +40.5K | – | $7.88M | 1.43% |
| SNOW Snowflake Inc. | +30.8K | +49.5% | $7.85M | 4.3% |
| VEEV Veeva Systems Inc | +38.2K | – | $6.79M | 1.23% |
| SRAD Sportradar Group AG | +344.2K | +20.9% | $5.15M | 5.41% |
| SAIL SailPoint, Inc. | +334.3K | +63.4% | $4.89M | 2.29% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BAND Bandwidth Inc. | -807.6K | -51.0% | $51.12M | 8.9% |
| FROG JFrog Ltd | -273.2K | -58.9% | $24.83M | 3.14% |
| DDOG Datadog, Inc. | -81.8K | -70.8% | $21.29M | 1.59% |
| TTAN ServiceTitan, Inc. | -103.2K | -25.6% | $7.30M | 3.85% |
| GWRE Guidewire Software, Inc. | -48.6K | -100.0% | $7.27M | Exited |
| WK Workiva Inc | -102.7K | -100.0% | $6.12M | Exited |
| NBIS Nebius Group N.V. | -20.6K | -75.6% | $5.69M | 0.332% |
| PL Planet Labs PBC | -116.0K | -27.0% | $3.84M | 1.88% |
| ESTC Elastic N.V. | -38.3K | -12.3% | $2.18M | 2.83% |
| MDB MongoDB, Inc. | -6,277 | -19.5% | $2.11M | 1.57% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BAND Bandwidth Inc. | Technology | 775.6K | $49.09M | 8.9% | -807.6K | -51.0% | Reduced | 2.37% |
| 2 | SRAD Sportradar Group AG | Technology | 1.99M | $29.86M | 5.41% | +344.2K | +20.9% | Added | 0.19% |
| 3 | QTWO Q2 Holdings, Inc. | Technology | 548.9K | $26.40M | 4.79% | +58.1K | +11.8% | Added | 0.88% |
| 4 | COUR Coursera, Inc. | Technology | 4.55M | $25.67M | 4.65% | +4.55M | – | New | 1.66% |
| 5 | GENI Genius Sports Ltd | Technology | 4.15M | $25.16M | 4.56% | +195.5K | +4.9% | Added | 1.63% |
| 6 | FRSH Freshworks Inc. | Technology | 2.48M | $25.11M | 4.55% | -48.0K | -1.9% | Reduced | 1.04% |
| 7 | BLND Blend Labs, Inc. | Technology | 14.30M | $24.45M | 4.43% | -239.7K | -1.6% | Reduced | 5.96% |
| 8 | SNOW Snowflake Inc. | Technology | 93.2K | $23.71M | 4.3% | +30.8K | +49.5% | Added | 0.03% |
| 9 | S SentinelOne, Inc. | Technology | 1.27M | $21.50M | 3.9% | -84.3K | -6.2% | Reduced | 0.38% |
| 10 | PAY Paymentus Holdings, Inc. | Technology | 881.1K | $21.29M | 3.86% | +41.5K | +4.9% | Added | 0.7% |
| 11 | TTAN ServiceTitan, Inc. | Technology | 300.4K | $21.24M | 3.85% | -103.2K | -25.6% | Reduced | 0.31% |
| 12 | PCOR Procore Technologies, Inc. | Technology | 513.2K | $20.85M | 3.78% | +27.6K | +5.7% | Added | 0.34% |
| 13 | U Unity Software Inc. | Technology | 690.1K | $19.72M | 3.57% | +614.4K | +811.7% | Added | 0.16% |
| 14 | DKNG DraftKings Inc. | Consumer Discretionary | 748.6K | $18.91M | 3.43% | +446.5K | +147.8% | Added | 0.15% |
| 15 | FROG JFrog Ltd | Technology | 190.8K | $17.34M | 3.14% | -273.2K | -58.9% | Reduced | 0.16% |
Tip. Select a row to see that position’s full history at Cypress Point Investment Management.
As of its Q2 2026 13F filing, Cypress Point Investment Management LP’s five largest positions were Bandwidth Inc. (BAND) at 8.9%, Sportradar Group AG (SRAD) at 5.4%, Q2 Holdings, Inc. (QTWO) at 4.8%, Coursera, Inc. (COUR) at 4.7%, Genius Sports Ltd (GENI) at 4.6% of the reported portfolio.
Cypress Point Investment Management LP reported a 13F portfolio worth $551.73M across 33 positions for Q2 2026. That is up 36.8% from the previous quarter.
Its largest purchases by value were Coursera, Inc. ($25.67M), Unity Software Inc. ($17.56M), Alkami Technology, Inc. ($16.98M). It opened 5 new positions.
Its largest sales by value were Bandwidth Inc. ($51.12M), JFrog Ltd ($24.83M), Datadog, Inc. ($21.29M). It exited 3 positions entirely.
From the Form 13F-HR reports Cypress Point Investment Management LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.