CYPRESS POINT INVESTMENT MANAGEMENT LP
Top Portfolio Positions
32 positions ·
$424,479,826 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BAND |
Bandwidth Inc.
Technology
|
1,583,199 | $28,212,606 | 6.65% | |
| PCOR |
Procore Technologies, Inc.
Technology
|
485,624 | $27,680,568 | 6.52% | |
| SRAD |
Sportradar Group AG
Technology
|
1,650,473 | $27,628,918 | 6.51% | |
| TTAN |
ServiceTitan, Inc.
Technology
|
403,602 | $25,612,582 | 6.03% | |
| BLND |
Blend Labs, Inc.
Technology
|
14,537,172 | $24,713,192 | 5.82% | |
| QTWO |
Q2 Holdings, Inc.
Technology
|
490,791 | $23,214,414 | 5.47% | |
| FROG |
JFrog Ltd
Technology
|
463,936 | $21,772,516 | 5.13% | |
| PAY |
Paymentus Holdings, Inc.
Technology
|
839,633 | $21,326,678 | 5.02% | |
| UDMY |
Udemy, Inc.
Consumer Defensive
|
4,589,648 | $21,204,173 | 5.00% | |
| FRSH |
Freshworks Inc.
Technology
|
2,529,388 | $20,310,985 | 4.78% |
Portfolio Trend
2 quarters · across all stocks
Holdings in ESTC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,612,476 | 312,312 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,846,216 | 289,584 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||