Institutional Fund
Cypress Point Investment Management LP
Mill Valley, CACIK 20584752 filings on record
Portfolio Value
$424.48M
Q1 2026
Holdings
32
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-8.7%
from $465.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Bandwidth Inc6.6%
- Procore Technologies Inc6.5%
- Sportradar Group AG6.5%
- Servicetitan Inc6.0%
- Blend Labs Inc5.8%
- Q2 Hldgs Inc5.5%
- Other63.0%
Portfolio Holdings
32 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Bandwidth Inc | 1.58M | $28.21M | 6.6% | +75.1K | Added |
| 2 | Procore Technologies Inc | 485.6K | $27.68M | 6.5% | +170.6K | Added |
| 3 | Sportradar Group AG | 1.65M | $27.63M | 6.5% | +374.5K | Added |
| 4 | Servicetitan Inc | 403.6K | $25.61M | 6.0% | +369.7K | Added |
| 5 | Blend Labs Inc | 14.54M | $24.71M | 5.8% | +2.69M | Added |
| 6 | Q2 Hldgs Inc | 490.8K | $23.21M | 5.5% | +30.4K | Added |
| 7 | Jfrog Ltd | 463.9K | $21.77M | 5.1% | +40.0K | Added |
| 8 | Paymentus Holdings Inc | 839.6K | $21.33M | 5.0% | +577.4K | Added |
| 9 | Udemy Inc | 4.59M | $21.20M | 5.0% | +211.9K | Added |
| 10 | Freshworks Inc | 2.53M | $20.31M | 4.8% | +472.0K | Added |
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