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 | |
|---|---|---|---|---|---|---|
|
TTAN
26
ServiceTitan Inc
TTAN
$6.64B
| $3.61M | 0.78% |
+33,868
|
|
||
27
Wayfair
W
$10.3B
| $3.41M | 0.73% |
+33,937
|
|
||
|
NTSK
28
Netskope Inc
NTSK
$4.53B
| $2.65M | 0.57% |
+150,919
|
|
||
29
Compass
COMP
$7.16B
| $1.94M | 0.42% |
+184,346
|
|
||
30
SoFi Technologies
SOFI
$24.5B
| $1.9M | 0.41% |
+72,746
|
|