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CPIM

Cypress Point Investment Management Portfolio holdings

AUM $552M
This Fund
S&P 500
This Quarter Est. Return
+41.52%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$552M
AUM Growth
+$127M
Cap. Flow
+$1.89M
Cap. Flow %
0.34%
Top 10 Hldgs %
49.34%
Holding
37
New
5
Increased
15
Reduced
13
Closed
4

Top Buys

Rank Stock Value
1
COUR icon
Coursera
COUR
+$25.9M
2
U icon
Unity
U
+$16.3M
3
ALKT icon
Alkami Technology
ALKT
+$15.5M
4
DKNG icon
DraftKings
DKNG
+$11M
5
ADSK icon
Autodesk
ADSK
+$9.25M

Top Sells

Rank Stock Value
1
BAND
Bandwidth Inc
BAND
+$36.2M
2
UDMY
Udemy
UDMY
+$21.2M
3
FROG icon
JFrog
FROG
+$17.7M
4
DDOG icon
Datadog
DDOG
+$15.2M
5
GWRE icon
Guidewire Software
GWRE
+$7.27M

Sector Composition

Rank Sector Weight
1 Technology 78.13%
2 Consumer Discretionary 5.25%
3 Communication Services 4.89%
4 Consumer Staples 4.65%
5 Real Estate 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDB icon
26
MongoDB
MDB
$32.2B
$8.69M 1.57%
25,863
-6,277
-20% -$1.88M
SOFI icon
27
SoFi Technologies
SOFI
$24.3B
$8.67M 1.57%
483,640
+210,346
+77% +$3.56M
CVLT icon
28
Commault Systems
CVLT
$5.48B
$8.62M 1.56%
+60,851
New +$6.54M
NCNO icon
29
nCino
NCNO
$2.29B
$8.05M 1.46%
492,329
+217,168
+79% +$3.56M
ADSK icon
30
Autodesk
ADSK
$53.1B
$7.88M 1.43%
+40,517
New +$9.25M
VEEV icon
31
Veeva Systems
VEEV
$40B
$6.79M 1.23%
+38,236
New +$6.3M
NET icon
32
Cloudflare
NET
$101B
$6.48M 1.17%
26,422
+1,491
+6% +$326K
NBIS
33
Nebius Group N.V.
NBIS
$58.6B
$1.83M 0.33%
6,640
-20,605
-76% -$4.08M
ABNB icon
34
Airbnb
ABNB
$111B
– –
-12,491
Closed -$1.58M
GWRE icon
35
Guidewire Software
GWRE
$15.8B
– –
-48,589
Closed -$7.27M
UDMY
36
DELISTED
Udemy
UDMY
– –
-4,589,648
Closed -$21.2M
WK icon
37
Workiva
WK
$4.02B
– –
-102,698
Closed -$6.12M
1
2

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Cypress Point Investment Management's Q2 2026 Portfolio in Review

As of Q2 2026, Cypress Point Investment Management held 37 positions worth $552M, up 30% from $424M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Cypress Point Investment Management's Q2 2026 filing shows 5 new, 15 increased, 13 reduced and 4 closed positions. Its largest new stake was Coursera: 4,551,747 shares worth $25.7M. The largest sale was Bandwidth Inc, an estimated $36.2M.

By sector, the portfolio is most concentrated in Technology at 78% of assets, down from 81% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Cypress Point Investment Management's largest Q2 2026 buy was Coursera: 4,551,747 shares worth $25.7M.
  • Cypress Point Investment Management added most to Unity in Q2 2026, an estimated $16.3M increase.
  • Cypress Point Investment Management's biggest Q2 2026 reduction was Bandwidth Inc, cutting an estimated $36.2M.
  • Cypress Point Investment Management fully exited Udemy in Q2 2026, selling an estimated $21.2M.
  • Cypress Point Investment Management's ten largest holdings make up 49% of its $552M portfolio in Q2 2026.
  • Cypress Point Investment Management opened 5 new positions and closed 4 in Q2 2026.
  • Cypress Point Investment Management's portfolio value rose 30% quarter-over-quarter to $552M.

Based on Cypress Point Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.