CYPRESS POINT INVESTMENT MANAGEMENT LP

Registered adviser

CIK

2058475

Location

MILL VALLEY, CA

Portfolio Value

Small $551,727,269

Diversification

Diversified

Filing Date

Global Rank

#3,607 / 8,818 ▲ 299

Top Industry

Software - Application 54.1%

3Y Alpha vs SPY

+55.8%

Period ended 4 months ago

Filed Aug 13, 2026 · 3mo

3 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 316549

Roster of Oct 1, 2026

Regulatory AUM

$512,361,156

Main clients

Governments and sovereign funds (77% of AUM)

Private funds

2 funds · Hedge funds

Focus by gross assets, Schedule D of Nov 15, 2024

$116,337,101 gross assets

Private funds on Schedule D 7.B.(1)

As filed Nov 15, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$76,161,214 gross assets in 2 funds Hedge funds $76,161,214 (2)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$512,361,156	Governments and sovereign funds (77%)
Apr 2025 to Mar 2026	$283,866,958	Governments and sovereign funds (64%)
Jan 2025 to Mar 2025	$77,400,000	Pooled investment vehicles (100%)

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 49.3%, 25.4 effective positions, active share 98.6% against the Russell 2000 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 2.7 quarters (under 4)

Closest benchmark: the Russell 2000 as of 2026-06-30, active share 98.6%; sector active share 50.7% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.9%

+2.3 pts

Top 5

28.3%

−3.2 pts

Top 10

49.3%

−7.6 pts

HHI

394

Diversified−45

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	78.1%	$431,048,879	24
Consumer Cyclical	5.3%	$28,967,278	2
Communication Services	4.9%	$26,993,748	2
Consumer Defensive	4.7%	$25,671,853	1
Real Estate	2.4%	$13,199,597	1
Industrials	1.9%	$10,388,507	1
Financial Services	1.6%	$8,671,665	1
Healthcare	1.2%	$6,785,742	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
U	Unity Software Inc.	+614,378	690,070	$19,722,200
DKNG	DraftKings Inc.	+446,509	748,649	$18,910,873
VERX	Vertex, Inc.	+416,311	952,212	$10,931,393
SRAD	Sportradar Group AG	+344,225	1,994,698	$29,860,629
SAIL	SailPoint, Inc.	+334,329	861,578	$12,613,501
COMP	Compass, Inc.	+298,068	1,070,527	$13,199,597
NCNO	nCino, Inc.	+217,168	492,329	$8,049,579
SOFI	SoFi Technologies, Inc.	+210,346	483,640	$8,671,665
GENI	Genius Sports Ltd	+195,543	4,151,812	$25,159,980
QTWO	Q2 Holdings, Inc.	+58,138	548,929	$26,403,484
PAY	Paymentus Holdings, Inc.	+41,482	881,115	$21,287,738
SNOW	Snowflake Inc.	+30,839	93,160	$23,709,220
PCOR	Procore Technologies, Inc.	+27,579	513,203	$20,846,305
AKAM	Akamai Technologies Inc	+14,133	111,332	$13,160,555
NET	Cloudflare, Inc.	+1,491	26,422	$6,480,788
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
BAND	Bandwidth Inc.	−807,618	775,581	$49,094,277
FROG	JFrog Ltd	−273,166	190,770	$17,337,177
BLND	Blend Labs, Inc.	−239,747	14,297,425	$24,448,596
PL	Planet Labs PBC	−116,029	313,568	$10,388,507
TTAN	ServiceTitan, Inc.	−103,208	300,394	$21,240,859
S	SentinelOne, Inc.	−84,256	1,266,790	$21,497,426
DDOG	Datadog, Inc.	−81,760	33,688	$8,771,007
FRSH	Freshworks Inc.	−48,000	2,481,388	$25,111,646
ESTC	Elastic N.V.	−38,282	274,030	$15,625,190
NBIS	Nebius Group N.V.	−20,605	6,640	$1,833,768
DT	Dynatrace, Inc.	−15,544	289,001	$12,690,033
MDB	MongoDB, Inc.	−6,277	25,863	$8,687,381
W	Wayfair Inc.	−2,105	108,812	$10,056,405
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
COUR	Coursera, Inc.	4,551,747	$25,671,853
ALKT	Alkami Technology, Inc.	936,985	$16,978,168
CVLT	Commvault Systems Inc	60,851	$8,624,412
ADSK	Autodesk, Inc.	40,517	$7,877,315
VEEV	Veeva Systems Inc	38,236	$6,785,742
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
—		4,589,648	$21,204,174
GWRE	Guidewire Software, Inc.	48,589	$7,266,970
WK	Workiva Inc	102,698	$6,123,881
ABNB	Airbnb, Inc.	12,491	$1,577,363
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

33 tracked positions · $551,727,269 total · filing declares 33 positions · $551,727,289 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
BAND	Bandwidth Inc. Technology	Reduced	775,581	-807,618	$49,094,277	+74.0%	3	before history	8.90%
SRAD	Sportradar Group AG Technology	Added	1,994,698	+344,225	$29,860,629	+8.1%	3	before history	5.41%
QTWO	Q2 Holdings, Inc. Technology	Added	548,929	+58,138	$26,403,484	+13.7%	3	before history	4.79%
COUR	Coursera, Inc. Consumer Defensive	NEW	4,551,747	NEW	$25,671,853	NEW	1	$5.68	4.65%
GENI	Genius Sports Ltd Communication Services	Added	4,151,812	+195,543	$25,159,980	+43.6%	3	before history	4.56%
FRSH	Freshworks Inc. Technology	Reduced	2,481,388	-48,000	$25,111,646	+23.6%	3	before history	4.55%
BLND	Blend Labs, Inc. Technology	Reduced	14,297,425	-239,747	$24,448,596	−1.1%	3	before history	4.43%
SNOW	Snowflake Inc. Technology	Added	93,160	+30,839	$23,709,220	+152.2%	3	before history	4.30%
S	SentinelOne, Inc. Technology	Reduced	1,266,790	-84,256	$21,497,426	+23.5%	3	before history	3.90%
PAY	Paymentus Holdings, Inc. Technology	Added	881,115	+41,482	$21,287,738	−0.2%	3	before history	3.86%
TTAN	ServiceTitan, Inc. Technology	Reduced	300,394	-103,208	$21,240,859	−17.1%	3	before history	3.85%
PCOR	Procore Technologies, Inc. Technology	Added	513,203	+27,579	$20,846,305	−24.7%	3	before history	3.78%
U	Unity Software Inc. Technology	Added	690,070	+614,378	$19,722,200	+1087.6%	2	$26.73	3.57%
DKNG	DraftKings Inc. Consumer Cyclical	Added	748,649	+446,509	$18,910,873	+189.5%	3	before history	3.43%
FROG	JFrog Ltd Technology	Reduced	190,770	-273,166	$17,337,177	−20.4%	3	before history	3.14%
ALKT	Alkami Technology, Inc. Technology	NEW	936,985	NEW	$16,978,168	NEW	1	$16.51	3.08%
ESTC	Elastic N.V. Technology	Reduced	274,030	-38,282	$15,625,190	+0.1%	3	before history	2.83%
COMP	Compass, Inc. Real Estate	Added	1,070,527	+298,068	$13,199,597	+133.8%	3	before history	2.39%
AKAM	Akamai Technologies Inc Technology	Added	111,332	+14,133	$13,160,555	+17.9%	3	before history	2.39%
DT	Dynatrace, Inc. Technology	Reduced	289,001	-15,544	$12,690,033	+12.7%	3	before history	2.30%
SAIL	SailPoint, Inc. Technology	Added	861,578	+334,329	$12,613,501	+80.7%	3	before history	2.29%
VERX	Vertex, Inc. Technology	Added	952,212	+416,311	$10,931,393	+71.6%	3	before history	1.98%
PL	Planet Labs PBC Industrials	Reduced	313,568	-116,029	$10,388,507	−13.5%	3	before history	1.88%
W	Wayfair Inc. Consumer Cyclical	Reduced	108,812	-2,105	$10,056,405	+20.6%	3	before history	1.82%
DDOG	Datadog, Inc. Technology	Reduced	33,688	-81,760	$8,771,007	−35.6%	3	before history	1.59%
MDB	MongoDB, Inc. Technology	Reduced	25,863	-6,277	$8,687,381	+10.4%	2	$334.49	1.57%
SOFI	SoFi Technologies, Inc. Financial Services	Added	483,640	+210,346	$8,671,665	+99.8%	3	before history	1.57%
CVLT	Commvault Systems Inc Technology	NEW	60,851	NEW	$8,624,412	NEW	1	$107.41	1.56%
NCNO	nCino, Inc. Technology	Added	492,329	+217,168	$8,049,579	+95.3%	3	before history	1.46%
ADSK	Autodesk, Inc. Technology	NEW	40,517	NEW	$7,877,315	NEW	1	$228.39	1.43%
VEEV	Veeva Systems Inc Healthcare	NEW	38,236	NEW	$6,785,742	NEW	1	$164.89	1.23%
NET	Cloudflare, Inc. Technology	Added	26,422	+1,491	$6,480,788	+26.0%	3	before history	1.17%
NBIS	Nebius Group N.V. Communication Services	Reduced	6,640	-20,605	$1,833,768	−35.1%	2	$99.81	0.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.