13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002058475
Total reported value
$551.7M
$551.7M
32 檔
24.3%
As reported in its official Q1 2026 Form 13F filing, Cypress Point Investment Management LP's tracked investment portfolio stood at $551.7M with 32 total positions.
In Q1 2026, Cypress Point Investment Management LP displayed an active expansion posture, initiating 6 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BAND | Bandwidth Inc-class A | Stock-Other | 6.65% | +2.25% | +4.98% | |
| 2 | PCOR | Procore Technologies Inc | Stock-Tech | 6.52% | -2.74% | +54.18% | |
| 3 | SRAD | Sportradar Group AG | Stock-Other | 6.51% | -1.10% | +29.35% | |
| 4 | TTAN | Servicetitan Inc-a | Stock-Tech | 6.03% | -2.18% | +1091.69% | |
| 5 | BLND | Blend Labs Inc-a | Stock-Other | 5.82% | -1.39% | +22.70% | |
| 6 | QTWO | Q2 Holdings Inc | Stock-Tech | 5.47% | -0.68% | +6.60% | |
| 7 | FROG | JFrog Ltd. | Stock-Tech | 5.13% | -1.99% | +9.43% | |
| 8 | PAY | Paymentus Holdings Inc-a | Stock-Other | 5.02% | -1.16% | +220.14% | |
| 9 | 7WH | Udemy Inc | Stock-Other | 5.00% | -5.00% | EXIT | |
| 10 | FRSH | Freshworks Inc-cl A | Stock-Other | 4.78% | -0.23% | +22.94% | |
| 11 | GENI | Genius Sports Limited | Stock-Other | 4.13% | +0.43% | +26.46% | |
| 12 | S | Sentinelone Inc -class A | Stock-Tech | 4.10% | -0.20% | -17.85% | |
| 13 | VOO | Vanguard S&P 500 ETF | ETF-Large Cap & Growth | 3.68% | -0.85% | +7.85% | |
| 14 | DDOG | Datadog Inc - Class A | Stock-Tech | 3.21% | -1.62% | +70.76% | |
| 15 | PL | Planet Labs Pbc | Stock-Industrials | 2.83% | -0.95% | -52.48% | |
| 16 | DT | Dynatrace Inc | Stock-Tech | 2.65% | -0.35% | +209.70% | |
| 17 | AKAM | Akamai Technologies Inc | Stock-Tech | 2.63% | -0.24% | +17.46% | |
| 18 | SNOW | Snowflake Inc | Stock-Tech | 2.21% | +2.09% | +123.65% | |
| 19 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 1.97% | -0.15% | +226.83% | |
| 20 | MDB | Mongodb Inc | Stock-Tech | 1.85% | -0.28% | — | |
| 21 | GWRE | Guidewire Software Inc | Stock-Tech | 1.71% | -1.71% | EXIT | |
| 22 | SAIL | Sailpoint Inc | Stock-Other | 1.64% | +0.65% | +90.89% | |
| 23 | DKNG | Draftkings Inc-cl A | Stock-Consumer Disc | 1.54% | +1.89% | -50.79% | |
| 24 | VERX | Vertex Inc - Class A | Stock-Other | 1.50% | +0.48% | +136.04% | |
| 25 | WK | Workiva Inc | Stock-Tech | 1.44% | -1.44% | EXIT | |
| 26 | COMP | Compass Inc - Class A | Stock-Real Estate | 1.33% | +1.06% | +319.03% | |
| 27 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.21% | -0.04% | -19.78% | |
| 28 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.02% | +0.55% | +275.68% | |
| 29 | NCNO | Ncino Inc | Stock-Other | 0.97% | +0.49% | -14.58% | |
| 30 | NBIS | Nebius Group N.V. | Stock-Other | 0.67% | -0.34% | — | |
| 31 | U | Unity Software Inc | Stock-Tech | 0.39% | +3.18% | — | |
| 32 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.37% | -0.37% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TTAN | Servicetitan Inc-a | +5.3% | +1091.69% | Add |
| 2 | PAY | Paymentus Holdings Inc-a | +3.2% | +220.14% | Add |
| 3 | DT | Dynatrace Inc | +1.7% | +209.70% | Add |
| 4 | BAND | Bandwidth Inc-class A | +1.6% | +4.98% | Add |
| 5 | PCOR | Procore Technologies Inc | +1.6% | +54.18% | Add |
| 6 | W | Wayfair Inc- Class A | +1.2% | +226.83% | Add |
| 7 | DDOG | Datadog Inc - Class A | +1.2% | +70.76% | Add |
| 8 | AKAM | Akamai Technologies Inc | +1.1% | +17.46% | Add |
| 9 | COMP | Compass Inc - Class A | +0.9% | +319.03% | Add |
| 10 | SNOW | Snowflake Inc | +0.9% | +123.65% | Add |
| 11 | SOFI | Sofi Technologies Inc | +0.6% | +275.68% | Add |
| 12 | VERX | Vertex Inc - Class A | +0.5% | +136.04% | Add |
| 13 | SAIL | Sailpoint Inc | +0.4% | +90.89% | Add |
| 14 | SRAD | Sportradar Group AG | 0% | +29.35% | Add |
| 15 | NET | Cloudflare Inc - Class A | -0.1% | -19.78% | Trim |
| 16 | 7WH | Udemy Inc | -0.5% | +4.84% | Add |
| 17 | FROG | JFrog Ltd. | -0.6% | +9.43% | Add |
| 18 | FRSH | Freshworks Inc-cl A | -0.7% | +22.94% | Add |
| 19 | NCNO | Ncino Inc | -0.8% | -14.58% | Trim |
| 20 | PL | Planet Labs Pbc | -1% | -52.48% | Trim |
| 21 | VOO | Vanguard S&P 500 ETF | -1% | +7.85% | Add |
| 22 | S | Sentinelone Inc -class A | -1.2% | -17.85% | Trim |
| 23 | QTWO | Q2 Holdings Inc | -1.7% | +6.60% | Add |
| 24 | BLND | Blend Labs Inc-a | -1.9% | +22.70% | Add |
| 25 | DKNG | Draftkings Inc-cl A | -3% | -50.79% | Trim |
| 26 | GENI | Genius Sports Limited | -3.3% | +26.46% | Add |
| 27 | CXM | Sprinklr Inc-a | — | EXIT | Sold out |
| 28 | DOCU | Docusign Inc | — | EXIT | Sold out |
| 29 | GTM | Zoominfo Technologies Inc | — | EXIT | Sold out |
| 30 | MDB | Mongodb Inc | — | NEW | New buy |
| 31 | GWRE | Guidewire Software Inc | — | NEW | New buy |
| 32 | WK | Workiva Inc | — | NEW | New buy |
| 33 | NBIS | Nebius Group N.V. | — | NEW | New buy |
| 34 | NTSK | Netskope Inc-cl A | — | EXIT | Sold out |
| 35 | U | Unity Software Inc | — | NEW | New buy |
| 36 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
According to official SEC Form 13F filings, Cypress Point Investment Management LP reported a total U.S. public equity portfolio value of $551.7M across 32 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BAND, PCOR, SRAD) accounted for 24.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
MDB
市值: $7.9M
Top Position Liquidated / Trimmed
CXM
前期市值: $17.6M
During Q1 2026, Cypress Point Investment Management LP's top holdings by market value included BAND (6.7%)、PCOR (6.5%)、SRAD (6.5%). The largest single position, BAND, represented 6.7% of total portfolio value.
In Q1 2026, Cypress Point Investment Management LP made 36 total portfolio adjustments, initiating 6 new buys, adding to 21 positions, trimming 5 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.