CYPRESS POINT INVESTMENT MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BLND | 14.54M | $24.71M |
 | GENI | 3.96M | $17.53M |
 | FRSH | 2.53M | $20.31M |
 | SRAD | 1.65M | $27.63M |
 | BAND | 1.58M | $28.21M |
 | S | 1.35M | $17.40M |
 | PAY | 840K | $21.33M |
 | COMP | 772K | $5.65M |
 | VERX | 536K | $6.37M |
 | SAIL | 527K | $6.98M |
 | QTWO | 491K | $23.21M |
 | PCOR | 486K | $27.68M |
 | FROG | 464K | $21.77M |
 | PL | 430K | $12.01M |
 | TTAN | 404K | $25.61M |
 | ESTC | 312K | $15.61M |
 | DT | 305K | $11.26M |
 | DKNG | 302K | $6.53M |
 | NCNO | 275K | $4.12M |
 | SOFI | 273K | $4.34M |
Blend Labs, Inc.
BLND
Shares Held
14.54M
Value
$24.71M
Genius Sports Limited
GENI
Shares Held
3.96M
Value
$17.53M
Freshworks Inc.
FRSH
Shares Held
2.53M
Value
$20.31M
Sportradar Group AG
SRAD
Shares Held
1.65M
Value
$27.63M
Bandwidth Inc.
BAND
Shares Held
1.58M
Value
$28.21M
SentinelOne, Inc.
S
Shares Held
1.35M
Value
$17.40M
Paymentus Holdings, Inc.
PAY
Shares Held
840K
Value
$21.33M
Compass, Inc.
COMP
Shares Held
772K
Value
$5.65M
Vertex, Inc.
VERX
Shares Held
536K
Value
$6.37M
SailPoint, Inc.
SAIL
Shares Held
527K
Value
$6.98M
Q2 Holdings, Inc.
QTWO
Shares Held
491K
Value
$23.21M
Procore Technologies, Inc.
PCOR
Shares Held
486K
Value
$27.68M
JFrog Ltd.
FROG
Shares Held
464K
Value
$21.77M
Planet Labs PBC
PL
Shares Held
430K
Value
$12.01M
ServiceTitan, Inc.
TTAN
Shares Held
404K
Value
$25.61M
Elastic N.V.
ESTC
Shares Held
312K
Value
$15.61M
Dynatrace, Inc.
DT
Shares Held
305K
Value
$11.26M
DraftKings Inc.
DKNG
Shares Held
302K
Value
$6.53M
nCino, Inc.
NCNO
Shares Held
275K
Value
$4.12M
SoFi Technologies, Inc.
SOFI
Shares Held
273K
Value
$4.34M