CYPRESS POINT INVESTMENT MANAGEMENT LP

MILL VALLEY, CA · CIK 2058475 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2024 · limited partnership

Assets managed$512.4m
Staff4 · 4 in investment roles
Main clients (by assets)Sovereign wealth funds 77%, Private funds 23%
Private funds2 (2 hedge) · $116.3m gross assets
Websitecypresspointlp.com
Form ADV · 2026-07-29SEC adviser record

Legal entityCypress Point Investment Management LP (US)

Kindhedge funds, institutions, futures
Others nearbyMill Valley, CA

As an employer

Offices in1 country
Private fundshedge 2

$551.7m reported value +30.0% vs Q1 2026

33positions

49.3%in top 10

5 new 15 added 13 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BANDWIDTH INC COM CL A BAND	BAND	775,581	$49.1m8.90%	8.90%	Reduced -807.6k	-807,618 -51.0%
2	SPORTRADAR GROUP AG CLASS A ORD SHS SRAD	SRAD	1,994,698	$29.9m5.41%	5.41%	Added +344.2k	+344,225 20.9%
3	Q2 HLDGS INC COM QTWO	QTWO	548,929	$26.4m4.79%	4.79%	Added +58.1k	+58,138 11.8%
4	COURSERA INC COM COUR	COUR	4,551,747	$25.7m4.65%	4.65%	New
5	GENIUS SPORTS LIMITED SHARES CL A GENI	GENI	4,151,812	$25.2m4.56%	4.56%	Added +195.5k	+195,543 4.9%
6	FRESHWORKS INC CLASS A COM FRSH	FRSH	2,481,388	$25.1m4.55%	4.55%	Reduced -48.0k	-48,000 -1.9%
7	BLEND LABS INC CL A BLND	BLND	14,297,425	$24.4m4.43%	4.43%	Reduced -239.7k	-239,747 -1.6%
8	SNOWFLAKE INC CL A SNOW	SNOW	93,160	$23.7m4.30%	4.30%	Added +30.8k	+30,839 49.5%
9	SENTINELONE INC CL A S	S	1,266,790	$21.5m3.90%	3.90%	Reduced -84.3k	-84,256 -6.2%
10	PAYMENTUS HOLDINGS INC COM CL A PAY	PAY	881,115	$21.3m3.86%	3.86%	Added +41.5k	+41,482 4.9%
11	SERVICETITAN INC SHS CL A TTAN	TTAN	300,394	$21.2m3.85%	3.85%	Reduced -103.2k	-103,208 -25.6%
12	PROCORE TECHNOLOGIES INC COM PCOR	PCOR	513,203	$20.8m3.78%	3.78%	Added +27.6k	+27,579 5.7%
13	UNITY SOFTWARE INC COM U	U	690,070	$19.7m3.57%	3.57%	Added +614.4k	+614,378 811.7%
14	DRAFTKINGS INC NEW COM CL A DKNG	DKNG	748,649	$18.9m3.43%	3.43%	Added +446.5k	+446,509 147.8%
15	JFROG LTD ORD SHS FROG	FROG	190,770	$17.3m3.14%	3.14%	Reduced -273.2k	-273,166 -58.9%
16	ALKAMI TECHNOLOGY INC COM ALKT	ALKT	936,985	$17.0m3.08%	3.08%	New
17	ELASTIC N V ORD SHS ESTC	ESTC	274,030	$15.6m2.83%	2.83%	Reduced -38.3k	-38,282 -12.3%
18	COMPASS INC CL A COMP	COMP	1,070,527	$13.2m2.39%	2.39%	Added +298.1k	+298,068 38.6%
19	AKAMAI TECHNOLOGIES INC COM AKAM	AKAM	111,332	$13.2m2.39%	2.39%	Added +14.1k	+14,133 14.5%
20	DYNATRACE INC COM NEW DT	DT	289,001	$12.7m2.30%	2.30%	Reduced -15.5k	-15,544 -5.1%
21	SAILPOINT INC COM SAIL	SAIL	861,578	$12.6m2.29%	2.29%	Added +334.3k	+334,329 63.4%
22	VERTEX INC CL A VERX	VERX	952,212	$10.9m1.98%	1.98%	Added +416.3k	+416,311 77.7%
23	PLANET LABS PBC COM CL A PL	PL	313,568	$10.4m1.88%	1.88%	Reduced -116.0k	-116,029 -27.0%
24	WAYFAIR INC CL A W	W	108,812	$10.1m1.82%	1.82%	Reduced -2.1k	-2,105 -1.9%
25	DATADOG INC CL A COM DDOG	DDOG	33,688	$8.8m1.59%	1.59%	Reduced -81.8k	-81,760 -70.8%
26	MONGODB INC CL A MDB	MDB	25,863	$8.7m1.57%	1.57%	Reduced -6.3k	-6,277 -19.5%
27	SOFI TECHNOLOGIES INC COM SOFI	SOFI	483,640	$8.7m1.57%	1.57%	Added +210.3k	+210,346 77.0%
28	COMMVAULT SYS INC COM CVLT	CVLT	60,851	$8.6m1.56%	1.56%	New
29	NCINO INC COM NCNO	NCNO	492,329	$8.0m1.46%	1.46%	Added +217.2k	+217,168 78.9%
30	AUTODESK INC COM ADSK	ADSK	40,517	$7.9m1.43%	1.43%	New
31	VEEVA SYS INC CL A COM VEEV	VEEV	38,236	$6.8m1.23%	1.23%	New
32	CLOUDFLARE INC CL A COM NET	NET	26,422	$6.5m1.17%	1.17%	Added +1.5k	+1,491 6.0%
33	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	6,640	$1.8m0.33%	0.33%	Reduced -20.6k	-20,605 -75.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
UDEMY INC UDMY	UDMY	4,589,648	$21.2m4.6m shares
GUIDEWIRE SOFTWARE INC GWRE	GWRE	48,589	$7.3m48.6k shares
WORKIVA INC WK	WK	102,698	$6.1m102.7k shares
AIRBNB INC ABNB	ABNB	12,491	$1.6m12.5k shares