Fund Universe

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☆CYPRESS POINT INVESTMENT MANAGEMENT LP

CIK 0002058475 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.210
AUM ($M)
552
Positions
33
Turnover
0.25
Top-10 wt
49%
Herfindahl
0.039
History (qtrs)
3
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 37 positions · portfolio value $552M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆BAND funds › BANDWIDTH INC TRIM — 8.9% +2.3% 49.1 775,581 -807,618 2 —
☆SRAD funds › SPORTRADAR GROUP AG ADD — 5.4% -1.1% 29.9 1,994,698 +344,225 2 —
☆QTWO funds › Q2 HLDGS INC ADD — 4.8% -0.7% 26.4 548,929 +58,138 2 —
☆COUR funds › COURSERA INC NEW — 4.7% +4.7% 25.7 4,551,747 +4,551,747 1 —
☆GENI funds › GENIUS SPORTS LIMITED ADD — 4.6% +0.4% 25.2 4,151,812 +195,543 2 —
☆FRSH funds › FRESHWORKS INC TRIM — 4.6% -0.2% 25.1 2,481,388 -48,000 2 —
☆BLND funds › BLEND LABS INC TRIM — 4.4% -1.4% 24.4 14,297,425 -239,747 2 —
☆SNOW funds › SNOWFLAKE INC ADD — 4.3% +2.1% 23.7 93,160 +30,839 2 —
☆S funds › SENTINELONE INC TRIM — 3.9% -0.2% 21.5 1,266,790 -84,256 2 —
☆PAY funds › PAYMENTUS HOLDINGS INC ADD — 3.9% -1.2% 21.3 881,115 +41,482 2 —
☆TTAN funds › SERVICETITAN INC TRIM — 3.8% -2.2% 21.2 300,394 -103,208 2 —
☆PCOR funds › PROCORE TECHNOLOGIES INC ADD — 3.8% -2.7% 20.8 513,203 +27,579 2 —
☆U funds › UNITY SOFTWARE INC ADD — 3.6% +3.2% 19.7 690,070 +614,378 2 —
☆DKNG funds › DRAFTKINGS INC NEW ADD — 3.4% +1.9% 18.9 748,649 +446,509 2 —
☆FROG funds › JFROG LTD TRIM — 3.1% -2.0% 17.3 190,770 -273,166 2 —
☆ALKT funds › ALKAMI TECHNOLOGY INC NEW — 3.1% +3.1% 17.0 936,985 +936,985 1 —
☆ESTC funds › ELASTIC N V TRIM — 2.8% -0.8% 15.6 274,030 -38,282 2 —
☆COMP funds › COMPASS INC ADD — 2.4% +1.1% 13.2 1,070,527 +298,068 2 —
☆AKAM funds › AKAMAI TECHNOLOGIES INC ADD — 2.4% -0.2% 13.2 111,332 +14,133 2 —
☆DT funds › DYNATRACE INC TRIM — 2.3% -0.4% 12.7 289,001 -15,544 2 —
☆SAIL funds › SAILPOINT INC ADD — 2.3% +0.6% 12.6 861,578 +334,329 2 —
☆VERX funds › VERTEX INC ADD — 2.0% +0.5% 10.9 952,212 +416,311 2 —
☆PL funds › PLANET LABS PBC TRIM — 1.9% -0.9% 10.4 313,568 -116,029 2 —
☆W funds › WAYFAIR INC TRIM — 1.8% -0.1% 10.1 108,812 -2,105 2 —
☆DDOG funds › DATADOG INC TRIM — 1.6% -1.6% 8.8 33,688 -81,760 2 —
☆MDB funds › MONGODB INC TRIM — 1.6% -0.3% 8.7 25,863 -6,277 2 —
☆SOFI funds › SOFI TECHNOLOGIES INC ADD — 1.6% +0.5% 8.7 483,640 +210,346 2 —
☆CVLT funds › COMMVAULT SYS INC NEW — 1.6% +1.6% 8.6 60,851 +60,851 1 —
☆NCNO funds › NCINO INC ADD — 1.5% +0.5% 8.0 492,329 +217,168 2 —
☆ADSK funds › AUTODESK INC NEW — 1.4% +1.4% 7.9 40,517 +40,517 1 —
☆VEEV funds › VEEVA SYS INC NEW — 1.2% +1.2% 6.8 38,236 +38,236 1 —
☆NET funds › CLOUDFLARE INC ADD — 1.2% -0.0% 6.5 26,422 +1,491 2 —
☆NBIS funds › NEBIUS GROUP N.V. TRIM — 0.3% -0.3% 1.8 6,640 -20,605 2 —
☆GWRE funds › GUIDEWIRE SOFTWARE INC EXIT — 0.0% -1.7% 0.0 0 -48,589 0 —
☆CUSIP:902685106 funds › UDEMY INC EXIT — 0.0% -5.0% 0.0 0 -4,589,648 0 —
☆WK funds › WORKIVA INC EXIT — 0.0% -1.4% 0.0 0 -102,698 0 —
☆ABNB funds › AIRBNB INC EXIT — 0.0% -0.4% 0.0 0 -12,491 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 552 33 0.25 49% 0.039 0.210 — in
2026Q1 424 32 0.27 57% 0.044 0.226 — entered
2025Q4 465 30 0.00 61% 0.049 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status