Cypress Point Investment Management LP In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Cypress Point Investment Management LP reported 32 stock positions worth $424.5 million . Its top holding was Bandwidth Class A (BAND) at 6.6% of the portfolio, followed by Procore Technologies (PCOR, 6.5% ) and Sportradar Group AG-A (SRAD, 6.5% ). Compared with Q4 2025, it opened 6 new positions, sold out of 4, added to 21 and reduced 5. The biggest buy was Servicetitan Class A (TTAN, shares +1092% ) and the biggest sale an exit from Sprinklr Class A (CXM).
Location MILL VALLEY, CA
CIK 0002058475
Portfolio Value $424.5M (Q1 2026) Holdings 32 stocks · $424.5M Holdings quarter Q2 2026 Q1 2026 Q4 2025
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 BAND Bandwidth Inc. Class A 1,583,199 $28.2M Add +5.0% PCOR Procore Technologies Inc. 485,624 $27.7M Add +54.2% SRAD Sportradar Group AG-A 1,650,473 $27.6M Add +29.4% TTAN Servicetitan Inc. Class A 403,602 $25.6M Add +1091.7% BLND Blend Labs Inc. Class A 14,537,172 $24.7M Add +22.7% QTWO Q2 Holdings Inc. filed as Q2 HLDGS INC 490,791 $23.2M Add +6.6% FROG Jfrog Ltd. 463,936 $21.8M Add +9.4% PAY Paymentus Holdings Inc. Class A 839,633 $21.3M Add +220.1% UDMY Udemy Inc. 4,589,648 $21.2M Add +4.8% FRSH Freshworks Inc. Class A 2,529,388 $20.3M Add +22.9% GENI Genius Sports Ltd. 3,956,269 $17.5M Add +26.5% S Sentinelone Inc. Class A 1,351,046 $17.4M Reduce -17.8% ESTC Elastic NV 312,312 $15.6M Add +7.8% DDOG Datadog Inc. Class A 115,448 $13.6M Add +70.8% PL Planet Labs PBC 429,597 $12.0M Reduce -52.5% DT Dynatrace Inc. 304,545 $11.3M Add +209.7% AKAM Akamai Technologies Inc. 97,199 $11.2M Add +17.5% SNOW Snowflake Inc. 62,321 $9.4M Add +123.7% W Wayfair Inc. Class A 110,917 $8.3M Add +226.8% MDB Mongodb Inc. 32,140 $7.9M New GWRE Guidewire Software Inc. 48,589 $7.3M New SAIL Sailpoint Inc. 527,249 $7.0M Add +90.9% DKNG Draftkings Inc. Class A 302,140 $6.5M Reduce -50.8% VERX Vertex Inc. Class A 535,901 $6.4M Add +136.0% WK Workiva Inc. 102,698 $6.1M New COMP Compass Inc. Class A 772,459 $5.6M Add +319.0% NET Cloudflare Inc. Class A 24,931 $5.1M Reduce -19.8% SOFI Sofi Technologies Inc. 273,294 $4.3M Add +275.7% NCNO Ncino Inc. 275,161 $4.1M Reduce -14.6% NBIS Nebius Group NV 27,245 $2.8M New U Unity Software Inc. 75,692 $1.7M New ABNB Airbnb Inc. Class A 12,491 $1.6M New
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ CXM Sprinklr Inc. Class A Sold out 0.00% −3.79 DOCU Docusign Inc. Sold out 0.00% −3.36 GTM Zoominfo Technologies Inc. Sold out 0.00% −3.27 DKNG Draftkings Inc. Class A Reduce -50.8% 1.54% −3.01 S Sentinelone Inc. Class A Reduce -17.8% 4.10% −1.21 PL Planet Labs PBC Reduce -52.5% 2.83% −1.00 NCNO Ncino Inc. Reduce -14.6% 0.97% −0.81 NTSK Netskope Inc. Class A Sold out 0.00% −0.57 NET Cloudflare Inc. Class A Reduce -19.8% 1.21% −0.11
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ TTAN Servicetitan Inc. Class A Add +1091.7% 6.03% +5.26 PAY Paymentus Holdings Inc. Class A Add +220.1% 5.02% +3.24 MDB Mongodb Inc. New 1.85% +1.85 DT Dynatrace Inc. Add +209.7% 2.65% +1.74 GWRE Guidewire Software Inc. New 1.71% +1.71 BAND Bandwidth Inc. Class A Add +5.0% 6.65% +1.63 PCOR Procore Technologies Inc. Add +54.2% 6.52% +1.59 WK Workiva Inc. New 1.44% +1.44 DDOG Datadog Inc. Class A Add +70.8% 3.21% +1.23 W Wayfair Inc. Class A Add +226.8% 1.97% +1.23 AKAM Akamai Technologies Inc. Add +17.5% 2.63% +1.08 COMP Compass Inc. Class A Add +319.0% 1.33% +0.91 SNOW Snowflake Inc. Add +123.7% 2.21% +0.90 NBIS Nebius Group NV New 0.67% +0.67 SOFI Sofi Technologies Inc. Add +275.7% 1.02% +0.61 VERX Vertex Inc. Class A Add +136.0% 1.50% +0.53 SAIL Sailpoint Inc. Add +90.9% 1.64% +0.44 U Unity Software Inc. New 0.39% +0.39 ABNB Airbnb Inc. Class A New 0.37% +0.37 SRAD Sportradar Group AG-A Add +29.4% 6.51% −0.02 UDMY Udemy Inc. Add +4.8% 5.00% −0.50 FROG Jfrog Ltd. Add +9.4% 5.13% −0.57 FRSH Freshworks Inc. Class A Add +22.9% 4.78% −0.71 ESTC Elastic NV Add +7.8% 3.68% −1.02 QTWO Q2 Holdings Inc. Add +6.6% 5.47% −1.68 BLND Blend Labs Inc. Class A Add +22.7% 5.82% −1.92 GENI Genius Sports Ltd. Add +26.5% 4.13% −3.28
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ S Sentinelone Inc. Class A call Sold out 1,000 $3Kbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 33 $551.7M BAND, SRAD, QTWO, COUR, GENI Q1 2026 32 $424.5M BAND, PCOR, SRAD, TTAN, BLND Q4 2025 30 $465.0M BLND, GENI, QTWO, SRAD, FROG