CP
Cypress Point Investment Management LP — 13F Filing & Top Stock Positions (Q2 2026)
Cypress Point Investment Management LPCIK: 0002058475
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$551.7M
Reporting period: 2026-06-30 · Number of holdings: 33
CYPRESS POINT INVESTMENT MANAGEMENT LP disclosed 33 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $551.7M and a quarterly turnover rate of 50.5%.
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Personality snowflake
- Concentration
- 15.74
- Portfolio Stability
- 50.49
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 66
- Sizing Uniformity
- 94.45
Cypress Point Investment Management LP's disclosed holdings carry a Herfindahl concentration index of 0.039 — mathematically equivalent to about 25 equally-sized positions, close to its 33 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.55), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 52% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out 7WH
New buy COUR
Add U
+811.7% $18.1M
New buy ALKT
Trim PCOR
+5.7% -$6.8M
Add BAND
-51.0% $20.9M
Holdings Map
New buyAddUnchangedTrim
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BAND | Bandwidth Inc-class A | Stock-Other | 8.90% | +2.25% | -51.01% | |
| 2 | SRAD | Sportradar Group AG | Stock-Other | 5.41% | -1.10% | +20.86% | |
| 3 | QTWO | Q2 Holdings Inc | Stock-Tech | 4.79% | -0.68% | +11.85% | |
| 4 | COUR | Coursera Inc | Stock-Other | 4.65% | +4.65% | NEW | |
| 5 | GENI | Genius Sports Limited | Stock-Other | 4.56% | +0.43% | +4.94% | |
| 6 | FRSH | Freshworks Inc-cl A | Stock-Other | 4.55% | -0.23% | -1.90% | |
| 7 | BLND | Blend Labs Inc-a | Stock-Other | 4.43% | -1.39% | -1.65% | |
| 8 | SNOW | Snowflake Inc | Stock-Tech | 4.30% | +2.09% | +49.48% | |
| 9 | S | Sentinelone Inc -class A | Stock-Tech | 3.90% | -0.20% | -6.24% | |
| 10 | PAY | Paymentus Holdings Inc-a | Stock-Other | 3.86% | -1.16% | +4.94% | |
| 11 | TTAN | Servicetitan Inc-a | Stock-Tech | 3.85% | -2.18% | -25.57% | |
| 12 | PCOR | Procore Technologies Inc | Stock-Tech | 3.78% | -2.74% | +5.68% | |
| 13 | U | Unity Software Inc | Stock-Tech | 3.57% | +3.18% | +811.68% | |
| 14 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 3.43% | +1.89% | +147.78% | |
| 15 | FROG | JFrog Ltd. | Stock-Tech | 3.14% | -1.99% | -58.88% | |
| 16 | ALKT | Alkami Technology Inc | Stock-Other | 3.08% | +3.08% | NEW | |
| 17 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 2.83% | -0.85% | -12.26% | |
| 18 | COMP | Compass Inc - Class A | Stock-Real Estate | 2.39% | +1.06% | +38.59% | |
| 19 | AKAM | Akamai Technologies Inc | Stock-Tech | 2.39% | -0.24% | +14.54% | |
| 20 | DT | Dynatrace Inc | Stock-Tech | 2.30% | -0.35% | -5.10% | |
| 21 | SAIL | Sailpoint Inc | Stock-Other | 2.29% | +0.65% | +63.41% | |
| 22 | VERX | Vertex Inc - Class A | Stock-Other | 1.98% | +0.48% | +77.68% | |
| 23 | PL | Planet Labs Pbc | Stock-Industrials | 1.88% | -0.95% | -27.01% | |
| 24 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 1.82% | -0.15% | -1.90% | |
| 25 | DDOG | Datadog Inc - Class A | Stock-Tech | 1.59% | -1.62% | -70.82% | |
| 26 | MDB | Mongodb Inc | Stock-Tech | 1.57% | -0.28% | -19.53% | |
| 27 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.57% | +0.55% | +76.97% | |
| 28 | CVLT | Commvault Systems Inc | Stock-Tech | 1.56% | +1.56% | NEW | |
| 29 | NCNO | Ncino Inc | Stock-Other | 1.46% | +0.49% | +78.92% | |
| 30 | ADSK | Autodesk Inc | Stock-Tech | 1.43% | +1.43% | NEW | |
| 31 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.23% | +1.23% | NEW | |
| 32 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.17% | -0.04% | +5.98% | |
| 33 | NBIS | Nebius Group N.V. | Stock-Other | 0.33% | -0.34% | -75.63% |
Portfolio Performance
Performance for Q3 2026
+7.5%
Performance Last 4 Quarters
+41.3%
- Stdev
- +30.7%
- Beta
- +1.18
- Alpha
- +45.6%
- Max Drawdown
- -1.9%
- Annualized Perf
- +99.7%
- Batting Avg vs S&P
- +66.7%
- Sortino
- +29.17
- Stutzer
- +0.91
- Treynor
- +0.63
- Sterling
- —
- Calmar
- +52.33
- Information Ratio
- +2.32
- Tracking Error
- +21.6%
- Stdev Down
- +2.6%
- Winning Months %
- +50%
- Losing Months %
- +50%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.95
- Sharpe
- +2.44
- Stdev Sectors
- +26.7%
- Skewness
- +0.6
- Kurtosis
- -1
- Upside Potential
- +31.59
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Cypress Point Investment Management LP's most significant position changes for 2026-06-30: New buy: Coursera Inc (COUR); Sold out: Udemy Inc (7WH); New buy: Alkami Technology Inc (ALKT); New buy: Commvault Systems Inc (CVLT); New buy: Autodesk Inc (ADSK).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COUR | Coursera Inc | +4.7% | NEW | New buy |
| 2 | U | Unity Software Inc | +3.2% | +811.68% | Add |
| 3 | ALKT | Alkami Technology Inc | +3.1% | NEW | New buy |
| 4 | BAND | Bandwidth Inc-class A | +2.3% | -51.01% | Trim |
| 5 | SNOW | Snowflake Inc | +2.1% | +49.48% | Add |
| 6 | DKNG | Draftkings Inc-cl A | +1.9% | +147.78% | Add |
| 7 | CVLT | Commvault Systems Inc | +1.6% | NEW | New buy |
| 8 | ADSK | Autodesk Inc | +1.4% | NEW | New buy |
| 9 | VEEV | Veeva Systems Inc-class A | +1.2% | NEW | New buy |
| 10 | COMP | Compass Inc - Class A | +1.1% | +38.59% | Add |
| 11 | SAIL | Sailpoint Inc | +0.7% | +63.41% | Add |
| 12 | SOFI | Sofi Technologies Inc | +0.6% | +76.97% | Add |
| 13 | NCNO | Ncino Inc | +0.5% | +78.92% | Add |
| 14 | VERX | Vertex Inc - Class A | +0.5% | +77.68% | Add |
| 15 | GENI | Genius Sports Limited | +0.4% | +4.94% | Add |
| 16 | NET | Cloudflare Inc - Class A | 0% | +5.98% | Add |
| 17 | W | Wayfair Inc- Class A | -0.2% | -1.90% | Trim |
| 18 | S | Sentinelone Inc -class A | -0.2% | -6.24% | Trim |
| 19 | FRSH | Freshworks Inc-cl A | -0.2% | -1.90% | Trim |
| 20 | AKAM | Akamai Technologies Inc | -0.2% | +14.54% | Add |
| 21 | MDB | Mongodb Inc | -0.3% | -19.53% | Trim |
| 22 | NBIS | Nebius Group N.V. | -0.3% | -75.63% | Trim |
| 23 | DT | Dynatrace Inc | -0.4% | -5.10% | Trim |
| 24 | ABNB | Airbnb Inc-class A | -0.4% | EXIT | Sold out |
| 25 | QTWO | Q2 Holdings Inc | -0.7% | +11.85% | Add |
| 26 | VOO | Vanguard S&P 500 ETF | -0.9% | -12.26% | Trim |
| 27 | PL | Planet Labs Pbc | -1% | -27.01% | Trim |
| 28 | SRAD | Sportradar Group AG | -1.1% | +20.86% | Add |
| 29 | PAY | Paymentus Holdings Inc-a | -1.2% | +4.94% | Add |
| 30 | BLND | Blend Labs Inc-a | -1.4% | -1.65% | Trim |
| 31 | WK | Workiva Inc | -1.4% | EXIT | Sold out |
| 32 | DDOG | Datadog Inc - Class A | -1.6% | -70.82% | Trim |
| 33 | GWRE | Guidewire Software Inc | -1.7% | EXIT | Sold out |
| 34 | FROG | JFrog Ltd. | -2% | -58.88% | Trim |
| 35 | TTAN | Servicetitan Inc-a | -2.2% | -25.57% | Trim |
| 36 | PCOR | Procore Technologies Inc | -2.7% | +5.68% | Add |
| 37 | 7WH | Udemy Inc | -5% | EXIT | Sold out |
Filing History
FAQ
What is Cypress Point Investment Management LP and what type of investor is it?
Cypress Point Investment Management LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $551.7M, spread across 33 disclosed positions.
What are Cypress Point Investment Management LP's largest equity positions?
Based on the latest 13F filing, Cypress Point Investment Management LP's top holdings by market value are:
1. Bandwidth Inc-class A (BAND) — $49.1M (8.9%)
2. Sportradar Group AG (SRAD) — $29.9M (5.4%)
3. Q2 Holdings Inc (QTWO) — $26.4M (4.8%)
4. Coursera Inc (COUR) — $25.7M (4.7%)
5. Genius Sports Limited (GENI) — $25.2M (4.6%)
What changes did Cypress Point Investment Management LP make in its most recent portfolio filing?
In the latest reported quarter, Cypress Point Investment Management LP made 37 notable position adjustments: 5 new positions were initiated, 15 existing holdings were added to, 13 positions were partially reduced, and 4 were completely exited. The largest of these moves: New buy: Coursera Inc (COUR); Sold out: Udemy Inc (7WH); New buy: Alkami Technology Inc (ALKT); New buy: Commvault Systems Inc (CVLT); New buy: Autodesk Inc (ADSK)
What sectors does Cypress Point Investment Management LP focus on?
Cypress Point Investment Management LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 76.1%
• Consumer Discretionary: 10.2%
• Real Estate: 4.6%
• Industrials: 3.6%
• Financials: 3.0%
• Health Care: 2.4%
Investment Profile
Cypress Point Investment Management LP returned an annualized 99.7% over the trailing 6 months — outperforming the S&P 500 by 45.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.18 (more volatile than the market) and a 67% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 76.1% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 50 over the past 2 quarters — a shift toward more active trading.
It has added to its BAND position over the past two quarters (+$25.8M, now $49.1M), while trimming BLND over the same stretch (-$11.6M, still holding $24.4M).
Peer Institutions
Institutions with a similar AUM
TC
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CIK 0001730765
Total reported value
$552.0M
1,861 stks
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Concentration3.0
Portfolio Stability23.3
Sector conviction64.2
AUM within 0.1% of this institution
View detail
GC
Genoa Capital Gestora de Recursos Ltda.
CIK 0002064813
Total reported value
$551.2M
15 stks
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Concentration95.0
Portfolio Stability100.0
Sector conviction100.0
AUM within 0.1% of this institution
View detail
WA
Warberg Asset Management LLC
CIK 0001597506
Total reported value
$551.1M
170 stks
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Concentration49.5
Portfolio Stability100.0
Sector conviction58.2
AUM within 0.1% of this institution
View detail
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Developer Access
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npx alphasmo institutions get cypress-point-investment-management-lp