CPIM
Cypress Point Investment Management Portfolio holdings
AUM
$465M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$465M
AUM Growth
–
Holding
30
Top Buys
| 1 | +$37.8M | |
| 2 | +$34.1M | |
| 3 | +$31.6M | |
| 4 |
Sportradar
SRAD
|
+$30.7M |
| 5 |
SentinelOne
S
|
+$26.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 77.15% |
| 2 | Communication Services | 7.41% |
| 3 | Consumer Staples | 5.5% |
| 4 | Consumer Discretionary | 5.29% |
| 5 | Industrials | 3.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Blend Labs
BLND
$444M
| $36M | 7.75% |
+11,847,964
|
|
||
2
Genius Sports
GENI
$1.39B
| $34.5M | 7.41% |
+3,128,557
|
|
||
3
Q2 Holdings
QTWO
$2.95B
| $33.2M | 7.15% |
+460,384
|
|
||
|
4
Sportradar
SRAD
$5.26B
| $30.3M | 6.52% |
+1,275,998
|
|
||
5
JFrog
FROG
$4.64B
| $26.5M | 5.69% |
+423,971
|
|
||
6
Freshworks
FRSH
$2.05B
| $25.6M | 5.5% |
+2,057,425
|
|
||
7
Udemy
UDMY
$709M
| $25.6M | 5.5% |
+4,377,766
|
|
||
|
8
SentinelOne
S
$4.39B
| $24.7M | 5.31% |
+1,643,578
|
|
||
|
BAND
9
Bandwidth Inc
BAND
$421M
| $23.3M | 5.02% |
+1,508,136
|
|
||
10
Procore
PCOR
$7.91B
| $22.9M | 4.93% |
+314,981
|
|
||
11
Elastic
ESTC
$6.11B
| $21.9M | 4.7% |
+289,584
|
|
||
12
DraftKings
DKNG
$11.3B
| $21.2M | 4.55% |
+614,021
|
|
||
13
Planet Labs
PL
$8.4B
| $17.8M | 3.83% |
+903,988
|
|
||
14
Sprinklr
CXM
$1.3B
| $17.6M | 3.79% |
+2,266,342
|
|
||
|
DOCU
15
DocuSign
DOCU
$8.66B
| $15.6M | 3.36% |
+225,430
|
|
||
|
GTM
16
ZoomInfo Technologies
GTM
$1.87B
| $15.2M | 3.27% |
+1,493,867
|
|
||
17
Datadog
DDOG
$38.7B
| $9.2M | 1.98% |
+67,609
|
|
||
18
Paymentus
PAY
$3.09B
| $8.29M | 1.78% |
+262,272
|
|
||
19
nCino
NCNO
$1.81B
| $8.27M | 1.78% |
+322,137
|
|
||
20
Akamai
AKAM
$14.4B
| $7.23M | 1.55% |
+82,753
|
|
||
21
Cloudflare
NET
$60.5B
| $6.13M | 1.32% |
+31,079
|
|
||
22
Snowflake
SNOW
$57.9B
| $6.11M | 1.31% |
+27,865
|
|
||
|
SAIL
23
SailPoint Inc
SAIL
$7.37B
| $5.6M | 1.2% |
+276,205
|
|
||
24
Vertex
VERX
$2.13B
| $4.54M | 0.98% |
+227,038
|
|
||
25
Dynatrace
DT
$10.5B
| $4.26M | 0.92% |
+98,335
|
|