StockDriftsStockDriftsTop 33 Cypress Point Investment Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BAND | BANDWIDTH INC | 8.9% | 775.6K | $49.1M | -51.01%(-807.62K) | $16.09(+236.04%) | 2026-06-30 | |
| SRAD | SPORTRADAR GROUP AG | 5.41% | 1.99M | $29.9M | +20.86%(+344.23K) | $22.75(-40.30%) | 2026-06-30 | |
| QTWO | Q2 HLDGS INC | 4.79% | 548.9K | $26.4M | +11.85%(+58.14K) | $68.94(-3.94%) | 2026-06-30 | |
| COUR | COURSERA INC | 4.65% | 4.55M | $25.7M | new | $5.68(+0.88%) | 2026-06-30 | |
| GENI | GENIUS SPORTS LIMITED | 4.56% | 4.15M | $25.2M | +4.94%(+195.54K) | $10.60(-25.37%) | 2026-06-30 | |
| FRSH | FRESHWORKS INC | 4.55% | 2.48M | $25.1M | -1.90%(-48.00K) | $11.66(+8.74%) | 2026-06-30 | |
| BLND | BLEND LABS INC | 4.43% | 14.30M | $24.4M | -1.65%(-239.75K) | $3.16(-51.02%) | 2026-06-30 | |
| SNOW | SNOWFLAKE INC | 4.3% | 93.2K | $23.7M | +49.48%(+30.84K) | $202.55(+66.56%) | 2026-06-30 | |
| S | SENTINELONE INC | 3.9% | 1.27M | $21.5M | -6.24%(-84.26K) | $16.31(+40.29%) | 2026-06-30 | |
| PAY | PAYMENTUS HOLDINGS INC | 3.86% | 881.1K | $21.3M | +4.94%(+41.48K) | $29.08(+45.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.84% |
| Top 20 Holdings Unweighted | — | — | — | — | +7.30% |
Cypress Point Investment Management LP reports $551.73M in US-listed equity holdings across 33 positions in its most recent 13F filing. Its largest disclosed positions are BAND (8.9%), SRAD (5.4%) and QTWO (4.8%). The top 20 holdings account for 80.11% of reported assets. Its disclosed equity book has returned +2.84% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cypress Point Investment Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2058475). View Cypress Point Investment Management LP’s 13F filings on SEC