CYPRESS POINT INVESTMENT MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLND | 11.85M | $36.02B |
 | UDMY | 4.38M | $25.56B |
 | GENI | 3.13M | $34.45B |
 | CXM | 2.27M | $17.61B |
 | FRSH | 2.06M | $25.57B |
 | S | 1.64M | $24.69B |
 | BAND | 1.51M | $23.34B |
 | SRAD | 1.28M | $30.34B |
 | PL | 904K | $17.82B |
 | DKNG | 614K | $21.17B |
 | QTWO | 460K | $33.25B |
 | FROG | 424K | $26.48B |
 | NCNO | 322K | $8.27B |
 | PCOR | 315K | $22.94B |
 | ESTC | 290K | $21.85B |
 | SAIL | 276K | $5.60B |
 | PAY | 262K | $8.29B |
 | VERX | 227K | $4.54B |
 | DOCU | 225K | $15.62B |
 | COMP | 184K | $1.94B |
Blend Labs, Inc.
BLND
Shares Held
11.85M
Value
$36.02B
Udemy, Inc.
UDMY
Shares Held
4.38M
Value
$25.56B
Genius Sports Limited
GENI
Shares Held
3.13M
Value
$34.45B
Sprinklr, Inc.
CXM
Shares Held
2.27M
Value
$17.61B
Freshworks Inc.
FRSH
Shares Held
2.06M
Value
$25.57B
SentinelOne, Inc.
S
Shares Held
1.64M
Value
$24.69B
Bandwidth Inc.
BAND
Shares Held
1.51M
Value
$23.34B
Sportradar Group AG
SRAD
Shares Held
1.28M
Value
$30.34B
Planet Labs PBC
PL
Shares Held
904K
Value
$17.82B
DraftKings Inc.
DKNG
Shares Held
614K
Value
$21.17B
Q2 Holdings, Inc.
QTWO
Shares Held
460K
Value
$33.25B
JFrog Ltd.
FROG
Shares Held
424K
Value
$26.48B
nCino, Inc.
NCNO
Shares Held
322K
Value
$8.27B
Procore Technologies, Inc.
PCOR
Shares Held
315K
Value
$22.94B
Elastic N.V.
ESTC
Shares Held
290K
Value
$21.85B
SailPoint, Inc.
SAIL
Shares Held
276K
Value
$5.60B
Paymentus Holdings, Inc.
PAY
Shares Held
262K
Value
$8.29B
Vertex, Inc.
VERX
Shares Held
227K
Value
$4.54B
DocuSign, Inc.
DOCU
Shares Held
225K
Value
$15.62B
Compass, Inc.
COMP
Shares Held
184K
Value
$1.94B