Stock Taper 
CYPRESS POINT INVESTMENT MANAGEMENT LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dynatrace, Inc. | DT | 289K | $12.69M |
 Elastic N.V. | ESTC | 274.03K | $15.63M |
 JFrog Ltd. | FROG | 190.77K | $17.34M |
 Akamai Technologies, Inc. | AKAM | 111.33K | $13.16M |
 Wayfair Inc. | W | 108.81K | $10.06M |
 Snowflake Inc. | SNOW | 93.16K | $23.71M |
 Commvault Systems, Inc. | CVLT | 60.85K | $8.62M |
 Autodesk, Inc. | ADSK | 40.52K | $7.88M |
 Veeva Systems Inc. | VEEV | 38.24K | $6.79M |
 Datadog, Inc. | DDOG | 33.69K | $8.77M |
 Cloudflare, Inc. | NET | 26.42K | $6.48M |
 MongoDB, Inc. | MDB | 25.86K | $8.69M |
 Nebius Group N.V. | NBIS | 6.64K | $1.83M |