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CYPRESS POINT INVESTMENT MANAGEMENT LP - Portfolio Stock Holdings

CYPRESS POINT INVESTMENT MANAGEMENT LP disclosed 36 stock positions in a recent SEC 13F filing. $551,727,286 of stock holdings were filed, with the largest holdings including BAND, SRAD, and QTWO. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 2026.

We estimate the fund has a total AUM of $512,361,156 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from sovereign wealth funds.

Report Period:

June 30, 2026

No. of Stocks:

36

Est. Stock Holding Value:

$551,727,286

Top Stock Holdings By Sector

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Portfolio Stock Holdings - CYPRESS POINT INVESTMENT MANAGEMENT LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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