Q2 2026 13F · SEC CIK 2058475

Cypress Point Investment Management LP

Institutional asset managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $551.7M
Reported positions: 33
Holdings vs S&P 500, 3 yrs: —
Assets under management: $512.4M

Cypress Point Investment Management LP is an institutional asset manager that reported 33 positions worth $551.7M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Bandwidth Inc (BAND, 8.9%), Sportradar Group AG (SRAD, 5.4%), Q2 Holdings, Inc. (QTWO, 4.8%).

Cypress Point Investment Management LP holdings all 33 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cypress Point Investment Management LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BANDBandwidth Inc	8.9%	6.6%	775,581	-51.0%	$49.1M
SRADSportradar Group AG	5.4%	6.5%	1,994,698	+20.9%	$29.9M
QTWOQ2 Holdings, Inc.	4.8%	5.5%	548,929	+11.8%	$26.4M
COURCoursera Inc	4.7%	New	4,551,747	—	$25.7M
GENIGenius Sports Ltd	4.6%	4.1%	4,151,812	+4.9%	$25.2M
FRSHFreshworks Inc	4.6%	4.8%	2,481,388	-1.9%	$25.1M
BLNDBlend Labs, Inc.	4.4%	5.8%	14,297,425	-1.6%	$24.4M
SNOWSnowflake Inc	4.3%	2.2%	93,160	+49.5%	$23.7M
SSentinelone Inc	3.9%	4.1%	1,266,790	-6.2%	$21.5M
PAYPaymentus Holdings Inc	3.9%	5.0%	881,115	+4.9%	$21.3M
TTANServiceTitan, Inc.	3.9%	6.0%	300,394	-25.6%	$21.2M
PCORProcore Technologies Inc	3.8%	6.5%	513,203	+5.7%	$20.8M
UUnity Software Inc	3.6%	0.4%	690,070	+811.7%	$19.7M
DKNGDraftkings Inc Cl A	3.4%	1.5%	748,649	+147.8%	$18.9M
FROGJfrog Ltd	3.1%	5.1%	190,770	-58.9%	$17.3M
ALKTAlkami Technology Inc	3.1%	New	936,985	—	$17.0M
ESTCElastic N V	2.8%	3.7%	274,030	-12.3%	$15.6M
COMPCompass Inc	2.4%	1.3%	1,070,527	+38.6%	$13.2M
AKAMAkamai Technologies Inc	2.4%	2.6%	111,332	+14.5%	$13.2M
DTDynatrace Inc	2.3%	2.7%	289,001	-5.1%	$12.7M
SAILSailpoint Inc	2.3%	1.6%	861,578	+63.4%	$12.6M
VERXVertex Inc	2.0%	1.5%	952,212	+77.7%	$10.9M
PLPlanet Labs Pbc	1.9%	2.8%	313,568	-27.0%	$10.4M
WWayfair	1.8%	2.0%	108,812	-1.9%	$10.1M
DDOGDatadog Inc	1.6%	3.2%	33,688	-70.8%	$8.8M
MDBMongodb Inc	1.6%	1.9%	25,863	-19.5%	$8.7M
SOFISofi Technologies Inc	1.6%	1.0%	483,640	+77.0%	$8.7M
CVLTCommvault Sys Inc	1.6%	New	60,851	—	$8.6M
NCNONcino Inc	1.5%	1.0%	492,329	+78.9%	$8.0M
ADSKAutodesk Inc	1.4%	New	40,517	—	$7.9M
VEEVVeeva Sys Inc	1.2%	New	38,236	—	$6.8M
NETCloudflare Inc	1.2%	1.2%	26,422	+6.0%	$6.5M
NBISNebius Group N.v. Shs Class A	0.3%	0.7%	6,640	-75.6%	$1.8M

What Cypress Point Investment Management LP bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

U Unity Software Inc+811.7% shares
DKNG Draftkings Inc Cl A+147.8% shares
NCNO Ncino Inc+78.9% shares
VERX Vertex Inc+77.7% shares
SOFI Sofi Technologies Inc+77.0% shares
SAIL Sailpoint Inc+63.4% shares
SNOW Snowflake Inc+49.5% shares
COMP Compass Inc+38.6% shares

Reduced

NBIS Nebius Group N.v. Shs Class A-75.6% shares
DDOG Datadog Inc-70.8% shares
FROG Jfrog Ltd-58.9% shares
BAND Bandwidth Inc-51.0% shares
PL Planet Labs Pbc-27.0% shares
TTAN ServiceTitan, Inc.-25.6% shares
MDB Mongodb Inc-19.5% shares
ESTC Elastic N V-12.3% shares

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$551.7M	33
Q1 2026	$424.5M	32
Q4 2025	$465.0M	30

Questions about Cypress Point Investment Management LP's portfolio

What stocks does Cypress Point Investment Management LP own?

Cypress Point Investment Management LP's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 33 positions worth $551.7M. The largest are Bandwidth Inc (BAND) at 8.9%, Sportradar Group AG (SRAD) at 5.4%, Q2 Holdings, Inc. (QTWO) at 4.8%, Coursera Inc (COUR) at 4.7% and Genius Sports Ltd (GENI) at 4.6%.

What did Cypress Point Investment Management LP buy last quarter?

In Q2 2026, Cypress Point Investment Management LP added a new position in Coursera Inc (COUR), a new position in Alkami Technology Inc (ALKT), a new position in Commvault Sys Inc (CVLT), a new position in Autodesk Inc (ADSK), a new position in Veeva Sys Inc (VEEV), Unity Software Inc (U) (+811.7% shares), Draftkings Inc Cl A (DKNG) (+147.8% shares) and Ncino Inc (NCNO) (+78.9% shares), compared with its Q1 2026 filing.

What did Cypress Point Investment Management LP sell last quarter?

In Q2 2026, Cypress Point Investment Management LP sold all of Udemy Inc (UDMY), sold all of Guidewire Software Inc (GWRE), sold all of Workiva, Inc. (WK), sold all of Airbnb Inc (ABNB), Nebius Group N.v. Shs Class A (NBIS) (-75.6% shares), Datadog Inc (DDOG) (-70.8% shares) and Jfrog Ltd (FROG) (-58.9% shares), compared with its Q1 2026 filing.

When is Cypress Point Investment Management LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cypress Point Investment Management LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cypress Point Investment Management LP manage?

Cypress Point Investment Management LP reported $512.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $551.7M.