Cypress Point Investment Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Cypress Point Investment Management LP reported 33 stock positions worth $551.7 million. Its top holding was Bandwidth Class A (BAND) at 8.9% of the portfolio, followed by Sportradar Group AG-A (SRAD, 5.4%) and Q2 (QTWO, 4.8%). Compared with Q1 2026, it opened 5 new positions, sold out of 4, added to 15 and reduced 13. The biggest buy was a new position in Coursera (COUR) and the biggest sale an exit from Udemy (UDMY).
- Most Recent 13F
- Q2 2026
- Location
- MILL VALLEY, CA
- CIK
- 0002058475
- Portfolio Value
- $551.7M (Q2 2026)
- SEC Filing
- 0001104659-26-096019 ↗ filed Aug 13, 2026
Holdings Value
Holdings 33 stocks · $551.7M
| BAND Bandwidth Inc. Class A | 8.90% | 775,581 | $49.1M | Reduce -51.0% |
| SRAD Sportradar Group AG-A | 5.41% | 1,994,698 | $29.9M | Add +20.9% |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 4.79% | 548,929 | $26.4M | Add +11.8% |
| COUR Coursera Inc. | 4.65% | 4,551,747 | $25.7M | New |
| GENI Genius Sports Ltd. | 4.56% | 4,151,812 | $25.2M | Add +4.9% |
| FRSH Freshworks Inc. Class A | 4.55% | 2,481,388 | $25.1M | Reduce -1.9% |
| BLND Blend Labs Inc. Class A | 4.43% | 14,297,425 | $24.4M | Reduce -1.6% |
| SNOW Snowflake Inc. | 4.30% | 93,160 | $23.7M | Add +49.5% |
| S Sentinelone Inc. Class A | 3.90% | 1,266,790 | $21.5M | Reduce -6.2% |
| PAY Paymentus Holdings Inc. Class A | 3.86% | 881,115 | $21.3M | Add +4.9% |
| TTAN Servicetitan Inc. Class A | 3.85% | 300,394 | $21.2M | Reduce -25.6% |
| PCOR Procore Technologies Inc. | 3.78% | 513,203 | $20.8M | Add +5.7% |
| U Unity Software Inc. | 3.57% | 690,070 | $19.7M | Add +811.7% |
| DKNG Draftkings Inc. Class A | 3.43% | 748,649 | $18.9M | Add +147.8% |
| FROG Jfrog Ltd. | 3.14% | 190,770 | $17.3M | Reduce -58.9% |
| ALKT Alkami Technology Inc. | 3.08% | 936,985 | $17.0M | New |
| ESTC Elastic NV | 2.83% | 274,030 | $15.6M | Reduce -12.3% |
| COMP Compass Inc. Class A | 2.39% | 1,070,527 | $13.2M | Add +38.6% |
| AKAM Akamai Technologies Inc. | 2.39% | 111,332 | $13.2M | Add +14.5% |
| DT Dynatrace Inc. | 2.30% | 289,001 | $12.7M | Reduce -5.1% |
| SAIL Sailpoint Inc. | 2.29% | 861,578 | $12.6M | Add +63.4% |
| VERX Vertex Inc. Class A | 1.98% | 952,212 | $10.9M | Add +77.7% |
| PL Planet Labs PBC | 1.88% | 313,568 | $10.4M | Reduce -27.0% |
| W Wayfair Inc. Class A | 1.82% | 108,812 | $10.1M | Reduce -1.9% |
| DDOG Datadog Inc. Class A | 1.59% | 33,688 | $8.8M | Reduce -70.8% |
| MDB Mongodb Inc. | 1.57% | 25,863 | $8.7M | Reduce -19.5% |
| SOFI Sofi Technologies Inc. | 1.57% | 483,640 | $8.7M | Add +77.0% |
| CVLT Commvault Systems Inc. | 1.56% | 60,851 | $8.6M | New |
| NCNO Ncino Inc. | 1.46% | 492,329 | $8.0M | Add +78.9% |
| ADSK Autodesk Inc. | 1.43% | 40,517 | $7.9M | New |
| VEEV Veeva Systems Inc. Class A | 1.23% | 38,236 | $6.8M | New |
| NET Cloudflare Inc. Class A | 1.17% | 26,422 | $6.5M | Add +6.0% |
| NBIS Nebius Group NV | 0.33% | 6,640 | $1.8M | Reduce -75.6% |
Portfolio Sells Q1 2026 → Q2 2026
| UDMY Udemy Inc. | Sold out | 0.00% | −5.00 |
| TTAN Servicetitan Inc. Class A | Reduce -25.6% | 3.85% | −2.18 |
| FROG Jfrog Ltd. | Reduce -58.9% | 3.14% | −1.99 |
| GWRE Guidewire Software Inc. | Sold out | 0.00% | −1.71 |
| DDOG Datadog Inc. Class A | Reduce -70.8% | 1.59% | −1.62 |
| WK Workiva Inc. | Sold out | 0.00% | −1.44 |
| BLND Blend Labs Inc. Class A | Reduce -1.6% | 4.43% | −1.39 |
| PL Planet Labs PBC | Reduce -27.0% | 1.88% | −0.95 |
| ESTC Elastic NV | Reduce -12.3% | 2.83% | −0.85 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.37 |
| DT Dynatrace Inc. | Reduce -5.1% | 2.30% | −0.35 |
| NBIS Nebius Group NV | Reduce -75.6% | 0.33% | −0.33 |
| MDB Mongodb Inc. | Reduce -19.5% | 1.57% | −0.28 |
| FRSH Freshworks Inc. Class A | Reduce -1.9% | 4.55% | −0.23 |
| S Sentinelone Inc. Class A | Reduce -6.2% | 3.90% | −0.20 |
| W Wayfair Inc. Class A | Reduce -1.9% | 1.82% | −0.14 |
| BAND Bandwidth Inc. Class A | Reduce -51.0% | 8.90% | +2.25 |
Portfolio Buys Q1 2026 → Q2 2026
| COUR Coursera Inc. | New | 4.65% | +4.65 |
| U Unity Software Inc. | Add +811.7% | 3.57% | +3.18 |
| ALKT Alkami Technology Inc. | New | 3.08% | +3.08 |
| SNOW Snowflake Inc. | Add +49.5% | 4.30% | +2.08 |
| DKNG Draftkings Inc. Class A | Add +147.8% | 3.43% | +1.89 |
| CVLT Commvault Systems Inc. | New | 1.56% | +1.56 |
| ADSK Autodesk Inc. | New | 1.43% | +1.43 |
| VEEV Veeva Systems Inc. Class A | New | 1.23% | +1.23 |
| COMP Compass Inc. Class A | Add +38.6% | 2.39% | +1.06 |
| SAIL Sailpoint Inc. | Add +63.4% | 2.29% | +0.64 |
| SOFI Sofi Technologies Inc. | Add +77.0% | 1.57% | +0.55 |
| NCNO Ncino Inc. | Add +78.9% | 1.46% | +0.49 |
| VERX Vertex Inc. Class A | Add +77.7% | 1.98% | +0.48 |
| GENI Genius Sports Ltd. | Add +4.9% | 4.56% | +0.43 |
| NET Cloudflare Inc. Class A | Add +6.0% | 1.17% | −0.04 |
| AKAM Akamai Technologies Inc. | Add +14.5% | 2.39% | −0.24 |
| QTWO Q2 Holdings Inc. | Add +11.8% | 4.79% | −0.68 |
| SRAD Sportradar Group AG-A | Add +20.9% | 5.41% | −1.10 |
| PAY Paymentus Holdings Inc. Class A | Add +4.9% | 3.86% | −1.17 |
| PCOR Procore Technologies Inc. | Add +5.7% | 3.78% | −2.74 |