CIK: 0000925824
Total reported value
$119.0M
Reporting period: 2021-09-30 · Number of holdings: 32
CYPRESS GROWTH FUND III LP disclosed 32 holdings in its latest 13F filing for the period ending 2021-09-30, with total reported value of $119.0M and a quarterly turnover rate of 0.0%.
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Cypress Growth Fund Iii LP's disclosed holdings carry a Herfindahl concentration index of 0.038 — mathematically equivalent to about 26 equally-sized positions, close to its 32 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 0.48), 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 42% 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.
No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group INC | Stock-Healthcare | 6.57% | — | — | |
| 2 | FIVN | Five9 INC | Stock-Tech | 5.37% | — | — | |
| 3 | INTU | Intuit INC | Stock-Tech | 5.35% | — | — | |
| 4 | PANW | Palo Alto Networks INC | Stock-Tech | 5.23% | — | — | |
| 5 | MCHP | Microchip Technology INC | Stock-Tech | 5.03% | — | — | |
| 6 | ANETEUR | Arista Networks INC | Stock-Other | 4.62% | — | — | |
| 7 | KLAC | Kla CORP | Stock-Tech | 4.50% | — | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.49% | — | — | |
| 9 | ✓ | Laboratory CORP Amer Hldgs | Stock-Other | 4.49% | — | — | |
| 10 | AVGO | Broadcom INC | Stock-Tech | 4.07% | — | — | |
| 11 | NUANEUR | Nuance Communications INC | Stock-Other | 3.70% | — | — | |
| 12 | RNG | Ringcentral Inc-class A | Stock-Tech | 3.47% | — | — | |
| 13 | CVS | Cvs Health CORP | Stock-Healthcare | 3.21% | — | — | |
| 14 | WDAY | Workday Inc-class A | Stock-Tech | 3.15% | — | — | |
| 15 | FEYECHF | Mandiant INC | Stock-Other | 3.14% | — | — | |
| 16 | AKAM | Akamai Technologies INC | Stock-Tech | 3.08% | — | — | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.85% | — | — | |
| 18 | ADI | Analog Devices INC | Stock-Tech | 2.84% | — | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.69% | — | — | |
| 20 | CLDR | Cloudera INC | Stock-Other | 2.69% | — | — | |
| 21 | MXL | Maxlinear INC | Stock-Other | 2.48% | — | — | |
| 22 | CHGG | Chegg INC | Stock-Consumer Staples | 2.40% | — | — | |
| 23 | CCI | Crown Castle INC | Stock-Real Estate | 2.18% | — | — | |
| 24 | NEWREUR | New Relic INC | Stock-Other | 1.81% | — | — | |
| 25 | UPWK | Upwork INC | Stock-Other | 1.70% | — | — | |
| 26 | OOMA | Ooma INC | Stock-Other | 1.56% | — | — | |
| 27 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.49% | — | — | |
| 28 | GDOT | Green Dot Corp-class A | Stock-Other | 1.48% | — | — | |
| 29 | BABYEUR | Natus Medical INC | Stock-Other | 1.48% | — | — | |
| 30 | SPLKCHF | Splunk INC | Stock-Other | 1.46% | — | — | |
| 31 | ✓ | Walkme LTD | Stock-Other | 1.25% | — | — | |
| 32 | ZUOUSD | Zuora INC - Class A | Stock-Other | 0.17% | — | — |
Not enough priced holdings yet to compute performance
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2021-09-30 | 2021-10-26 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-27 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-28 | 13F-HR | View on EDGAR |
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