Cypress Point Investment Management LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Cypress Point Investment Management LP reported 30 stock positions worth $465.0 million. Its top holding was Blend Labs Class A (BLND) at 7.7% of the portfolio, followed by Genius Sports (GENI, 7.4%) and Q2 (QTWO, 7.1%).
- Most Recent 13F
- Q2 2026
- Location
- MILL VALLEY, CA
- CIK
- 0002058475
- Portfolio Value
- $465.0M (Q4 2025)
- SEC Filing
- 0001104659-26-016133 ↗ filed Feb 17, 2026
Holdings Value
Holdings 30 stocks · $465.0M
| BLND Blend Labs Inc. Class A | 7.75% | 11,847,964 | $36.0M | — |
| GENI Genius Sports Ltd. | 7.41% | 3,128,557 | $34.5M | — |
| QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC | 7.15% | 460,384 | $33.2M | — |
| SRAD Sportradar Group AG-A | 6.52% | 1,275,998 | $30.3M | — |
| FROG Jfrog Ltd. | 5.69% | 423,971 | $26.5M | — |
| FRSH Freshworks Inc. Class A | 5.50% | 2,057,425 | $25.6M | — |
| UDMY Udemy Inc. | 5.50% | 4,377,766 | $25.6M | — |
| S Sentinelone Inc. Class A | 5.31% | 1,643,578 | $24.7M | — |
| BAND Bandwidth Inc. Class A | 5.02% | 1,508,136 | $23.3M | — |
| PCOR Procore Technologies Inc. | 4.93% | 314,981 | $22.9M | — |
| ESTC Elastic NV | 4.70% | 289,584 | $21.9M | — |
| DKNG Draftkings Inc. Class A | 4.55% | 614,021 | $21.2M | — |
| PL Planet Labs PBC | 3.83% | 903,988 | $17.8M | — |
| CXM Sprinklr Inc. Class A | 3.79% | 2,266,342 | $17.6M | — |
| DOCU Docusign Inc. | 3.36% | 225,430 | $15.6M | — |
| GTM Zoominfo Technologies Inc. | 3.27% | 1,493,867 | $15.2M | — |
| DDOG Datadog Inc. Class A | 1.98% | 67,609 | $9.2M | — |
| PAY Paymentus Holdings Inc. Class A | 1.78% | 262,272 | $8.3M | — |
| NCNO Ncino Inc. | 1.78% | 322,137 | $8.3M | — |
| AKAM Akamai Technologies Inc. | 1.55% | 82,753 | $7.2M | — |
| NET Cloudflare Inc. Class A | 1.32% | 31,079 | $6.1M | — |
| SNOW Snowflake Inc. | 1.31% | 27,865 | $6.1M | — |
| SAIL Sailpoint Inc. | 1.20% | 276,205 | $5.6M | — |
| VERX Vertex Inc. Class A | 0.98% | 227,038 | $4.5M | — |
| DT Dynatrace Inc. | 0.92% | 98,335 | $4.3M | — |
| TTAN Servicetitan Inc. Class A | 0.78% | 33,868 | $3.6M | — |
| W Wayfair Inc. Class A | 0.73% | 33,937 | $3.4M | — |
| NTSK Netskope Inc. Class A | 0.57% | 150,919 | $2.7M | — |
| COMP Compass Inc. Class A | 0.42% | 184,346 | $1.9M | — |
| SOFI Sofi Technologies Inc. | 0.41% | 72,746 | $1.9M | — |
Options reported separately and not counted above: S calls ($3K).
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.