StockDrifts LogoStockDrifts

Cypress Point Investment Management LP

Portfolio Manager
Cypress Point Investment Management LP
Performance
-25.60% (2026 Q1)
AUM (13F)
$424.48M
# of Holdings
32
Performance Rank
Allocation (Top 20)
86.19%

Cypress Point Investment Management LP Holdings Map

Top 32 Cypress Point Investment Management LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BAND
BANDWIDTH INC
6.65%1.58M$28.2M
+4.98%(+75.06K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.51M shares2026-Q1: 1.58M shares
$16.09(+235.48%)
2026-03-31
PCOR
PROCORE TECHNOLOGIES INC
6.52%485.6K$27.7M
+54.18%(+170.64K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 315.0K shares2026-Q1: 485.6K shares
$70.03(-33.85%)
2026-03-31
SRAD
SPORTRADAR GROUP AG
6.51%1.65M$27.6M
+29.35%(+374.48K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.28M shares2026-Q1: 1.65M shares
$24.18(-48.35%)
2026-03-31
TTAN
SERVICETITAN INC
6.03%403.6K$25.6M
+1091.69%(+369.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 33.9K shares2026-Q1: 403.6K shares
$86.55(-32.38%)
2026-03-31
BLND
BLEND LABS INC
5.82%14.54M$24.7M
+22.70%(+2.69M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 11.85M shares2026-Q1: 14.54M shares
$3.16(-54.18%)
2026-03-31
QTWO
Q2 HLDGS INC
5.47%490.8K$23.2M
+6.60%(+30.41K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 460.4K shares2026-Q1: 490.8K shares
$71.50(-36.84%)
2026-03-31
FROG
JFROG LTD
5.13%463.9K$21.8M
+9.43%(+39.97K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 424.0K shares2026-Q1: 463.9K shares
$54.88(+20.56%)
2026-03-31
PAY
PAYMENTUS HOLDINGS INC
5.02%839.6K$21.3M
+220.14%(+577.36K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 262.3K shares2026-Q1: 839.6K shares
$29.31(-17.15%)
2026-03-31
UDMY
UDEMY INC
5%4.59M$21.2M
+4.84%(+211.88K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 4.38M shares2026-Q1: 4.59M shares
$6.37(-27.37%)
2026-03-31
FRSH
FRESHWORKS INC
4.78%2.53M$20.3M
+22.94%(+471.96K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 2.06M shares2026-Q1: 2.53M shares
$11.66(-23.16%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Cypress Point Investment Management LP, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all