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CF

Cypress Funds Portfolio holdings

AUM $314M
1-Year Est. Return 0.41%
This Fund
S&P 500
This Quarter Est. Return
+9.72%
1 Year Est. Return
-0.41%
3 Year Est. Return
+100.26%
5 Year Est. Return
+128.35%
10 Year Est. Return
+1,566.87%
AUM
$314M
AUM Growth
-$83.5M
Cap. Flow
-$120M
Cap. Flow %
-38.18%
Top 10 Hldgs %
84.86%
Holding
14
New
–
Increased
–
Reduced
14
Closed
–

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$19M
2
NVDA icon
NVIDIA
NVDA
+$13.8M
3
MSFT icon
Microsoft
MSFT
+$13.4M
4
AVGO icon
Broadcom
AVGO
+$9.74M
5
WMT icon
Walmart Inc
WMT
+$8.68M

Sector Composition

Rank Sector Weight
1 Technology 49.18%
2 Consumer Discretionary 15.07%
3 Financials 13.08%
4 Communication Services 9.72%
5 Consumer Staples 6.57%

No holdings matched the selected filter criteria.

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Cypress Funds's Q2 2026 Portfolio in Review

As of Q2 2026, Cypress Funds held 14 positions worth $314M, down 21% from $398M the previous quarter. Its ten largest holdings account for 85% of the portfolio.

Cypress Funds withdrew a net $120M in Q2 2026, reducing 14 holdings. Its largest reduction was Amazon, cutting an estimated $19M.

By sector, the portfolio is most concentrated in Technology at 49% of assets, up from 47% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Cypress Funds's biggest Q2 2026 reduction was Amazon, cutting an estimated $19M.
  • Cypress Funds's ten largest holdings make up 85% of its $314M portfolio in Q2 2026.
  • Cypress Funds opened 0 new positions and closed 0 in Q2 2026.
  • Cypress Funds's portfolio value fell 21% quarter-over-quarter to $314M.

Based on Cypress Funds's 13F filing for Q2 2026, filed 7 Aug 2026.