CYPRESS POINT INVESTMENT MANAGEMENT LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CP CYPRESS POINT INVESTMENT MANAGEMENT LP | Institutional Filer | ▼ 8.72% | $424.5M | 32 |
Current Portfolio Holdings
Showing all 32 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BAND | Bandwidth Inc. | Technology | 1.6M | $28.2M | 6.65% |
| 2 | PCOR | Procore Technologies, Inc. | Technology | 486K | $27.7M | 6.52% |
| 3 | SRAD | Sportradar Group AG | Technology | 1.7M | $27.6M | 6.51% |
| 4 | TTAN | ServiceTitan, Inc. | Technology | 404K | $25.6M | 6.03% |
| 5 | BLND | Blend Labs, Inc. | Technology | 14.5M | $24.7M | 5.82% |
| 6 | QTWO | Q2 Holdings, Inc. | Technology | 491K | $23.2M | 5.47% |
| 7 | FROG | JFrog Ltd. | Technology | 464K | $21.8M | 5.13% |
| 8 | PAY | Paymentus Holdings, Inc. | Technology | 840K | $21.3M | 5.02% |
| 9 | UDMY | Udemy, Inc. | Consumer Defensive | 4.6M | $21.2M | 5.00% |
| 10 | FRSH | Freshworks Inc. | Technology | 2.5M | $20.3M | 4.78% |
| 11 | GENI | Genius Sports Limited | Communication Services | 4.0M | $17.5M | 4.13% |
| 12 | S | SentinelOne, Inc. | Technology | 1.4M | $17.4M | 4.10% |
| 13 | ESTC | Elastic N.V. | Technology | 312K | $15.6M | 3.68% |
| 14 | DDOG | Datadog, Inc. | Technology | 115K | $13.6M | 3.21% |
| 15 | PL | Planet Labs PBC | Industrials | 430K | $12.0M | 2.83% |
Showing 1 to 15 of 32 holdings