We are live on ! Find out more
CPIM

Cypress Point Investment Management Portfolio holdings

AUM $552M
This Fund
S&P 500
This Quarter Est. Return
-23.07%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$424M
AUM Growth
-$40.6M
Cap. Flow
+$85.7M
Cap. Flow %
20.18%
Top 10 Hldgs %
56.93%
Holding
37
New
6
Increased
21
Reduced
5
Closed
5

Top Buys

Rank Stock Value
1
TTAN
ServiceTitan Inc
TTAN
+$28.5M
2
PAY icon
Paymentus
PAY
+$15.2M
3
MDB icon
MongoDB
MDB
+$10.8M
4
PCOR icon
Procore
PCOR
+$10.1M
5
DT icon
Dynatrace
DT
+$7.88M

Top Sells

Rank Stock Value
1
CXM icon
Sprinklr
CXM
+$17.6M
2
DOCU
DocuSign
DOCU
+$15.6M
3
GTM
ZoomInfo Technologies
GTM
+$15.2M
4
PL icon
Planet Labs
PL
+$12.1M
5
DKNG icon
DraftKings
DKNG
+$8.45M

Sector Composition

Rank Sector Weight
1 Technology 81.15%
2 Consumer Staples 5%
3 Communication Services 4.79%
4 Consumer Discretionary 3.88%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAND
1
Bandwidth Inc
BAND
$1.73B
$28.2M 6.65%
1,583,199
+75,063
+5% +$1.1M
PCOR icon
2
Procore
PCOR
$9.01B
$27.7M 6.52%
485,624
+170,643
+54% +$10.1M
SRAD icon
3
Sportradar
SRAD
$4.05B
$27.6M 6.51%
1,650,473
+374,475
+29% +$6.96M
TTAN
4
ServiceTitan Inc
TTAN
$8.67B
$25.6M 6.03%
403,602
+369,734
+1,092% +$28.5M
BLND icon
5
Blend Labs
BLND
$360M
$24.7M 5.82%
14,537,172
+2,689,208
+23% +$5.75M
QTWO icon
6
Q2 Holdings
QTWO
$4.05B
$23.2M 5.47%
490,791
+30,407
+7% +$1.71M
FROG icon
7
JFrog
FROG
$11.6B
$21.8M 5.13%
463,936
+39,965
+9% +$1.96M
PAY icon
8
Paymentus
PAY
$5.3B
$21.3M 5.02%
839,633
+577,361
+220% +$15.2M
UDMY
9
DELISTED
Udemy
UDMY
$21.2M 5%
4,589,648
+211,882
+5% +$1.05M
FRSH icon
10
Freshworks
FRSH
$3.46B
$20.3M 4.78%
2,529,388
+471,963
+23% +$4.35M
GENI icon
11
Genius Sports
GENI
$2.32B
$17.5M 4.13%
3,956,269
+827,712
+26% +$5.89M
S icon
12
SentinelOne
S
$7.96B
$17.4M 4.1%
1,351,046
-292,532
-18% -$4.06M
ESTC icon
13
Elastic
ESTC
$8.89B
$15.6M 3.68%
312,312
+22,728
+8% +$1.4M
DDOG icon
14
Datadog
DDOG
$92.1B
$13.6M 3.21%
115,448
+47,839
+71% +$5.91M
PL icon
15
Planet Labs
PL
$8.74B
$12M 2.83%
429,597
-474,391
-52% -$12.1M
DT icon
16
Dynatrace
DT
$14.3B
$11.3M 2.65%
304,545
+206,210
+210% +$7.88M
AKAM icon
17
Akamai
AKAM
$18B
$11.2M 2.63%
97,199
+14,446
+17% +$1.45M
SNOW icon
18
Snowflake
SNOW
$114B
$9.4M 2.21%
62,321
+34,456
+124% +$6.38M
W icon
19
Wayfair
W
$13.9B
$8.34M 1.97%
110,917
+76,980
+227% +$6.96M
MDB icon
20
MongoDB
MDB
$37B
$7.87M 1.85%
+32,140
New +$10.8M
GWRE icon
21
Guidewire Software
GWRE
$14.6B
$7.27M 1.71%
+48,589
New +$7.39M
SAIL
22
SailPoint Inc
SAIL
$11.1B
$6.98M 1.64%
527,249
+251,044
+91% +$3.92M
DKNG icon
23
DraftKings
DKNG
$13B
$6.53M 1.54%
302,140
-311,881
-51% -$8.45M
VERX icon
24
Vertex
VERX
$2.07B
$6.37M 1.5%
535,901
+308,863
+136% +$4.81M
WK icon
25
Workiva
WK
$3.87B
$6.12M 1.44%
+102,698
New +$7.16M
1
2

Similar funds

WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
CAM
Cander Asset Management New York $557M AUM
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
MCM
Maytus Capital Management New York $562M AUM 71.97% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
FMC
FTV Management Company San Francisco, California $541M AUM 34.37% 1-Year Est. Return
AAS
Asset Allocation Strategies Farmington, Michigan $563M AUM 15.65% 1-Year Est. Return

Cypress Point Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Cypress Point Investment Management held 37 positions worth $424M, down 8.7% from $465M the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Cypress Point Investment Management deployed $85.7M of net new capital in Q1 2026, opening 6 new positions and adding to 21 existing holdings. Its largest new stake was MongoDB: 32,140 shares worth $7.87M.

By sector, the portfolio is most concentrated in Technology at 81% of assets, up from 77% a quarter earlier, followed by Consumer Staples and Communication Services.

On the sell side, the largest reduction was Planet Labs, an estimated $12.1M trimmed.

  • Cypress Point Investment Management's largest Q1 2026 buy was MongoDB: 32,140 shares worth $7.87M.
  • Cypress Point Investment Management added most to ServiceTitan Inc in Q1 2026, an estimated $28.5M increase.
  • Cypress Point Investment Management's biggest Q1 2026 reduction was Planet Labs, cutting an estimated $12.1M.
  • Cypress Point Investment Management fully exited Sprinklr in Q1 2026, selling an estimated $17.6M.
  • Cypress Point Investment Management's ten largest holdings make up 57% of its $424M portfolio in Q1 2026.
  • Cypress Point Investment Management opened 6 new positions and closed 5 in Q1 2026.
  • Cypress Point Investment Management's portfolio value fell 8.7% quarter-over-quarter to $424M.

Based on Cypress Point Investment Management's 13F filing for Q1 2026, filed 15 May 2026.