2026 Q1 Portfolio Activity
In 2026 Q1, CYPRESS POINT INVESTMENT MANAGEMENT LP maintained a portfolio of 37 distinct positions. The most significant new addition was MONGODB INC, now representing 1.85% of the total fund value. They heavily accumulated shares in SERVICETITAN INC, increasing the position by 1091.7%. Conversely, CYPRESS POINT INVESTMENT MANAGEMENT LP completely exited their position in SPRINKLR INC.
Position History
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Total Positions
37
Quarter
2026 Q1
Top Holding
BAND (6.6%)
Top 10 Concentration
56.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-37 of 37
CYPRESS POINT INVESTMENT MANAGEMENT LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BAND
BANDWIDTH INC
|
Technology | 6.65% | 5.02% |
#1
8
Prev: #9
|
5.2 |
—
|
75,063 | 5.0% |
P
S
|
1,583,199 | $28,212,606 |
$15.56
+224.2%
|
2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
PCOR
PROCORE TECHNOL...
|
Technology | 6.52% | 4.93% |
#2
8
Prev: #10
|
7.1 |
—
|
170,643 | 54.2% |
P
S
|
485,624 | $27,680,568 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SRAD
SPORTRADAR GROU...
|
Technology | 6.51% | 6.52% |
#3
1
Prev: #4
|
6.1 |
—
|
374,475 | 29.3% |
P
S
|
1,650,473 | $27,628,918 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TTAN
SERVICETITAN IN...
|
Technology | 6.03% | 0.78% |
#4
22
Prev: #26
|
5.9 |
—
|
369,734 | 1091.7% |
P
S
|
403,602 | $25,612,583 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BLND
BLEND LABS INC
|
Technology | 5.82% | 7.75% |
#5
4
Prev: #1
|
5.3 |
—
|
2,689,208 | 22.7% |
P
S
|
14,537,172 | $24,713,192 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QTWO
Q2 HLDGS INC
|
Technology | 5.47% | 7.15% |
#6
3
Prev: #3
|
4.2 |
—
|
30,407 | 6.6% |
P
S
|
490,791 | $23,214,414 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FROG
JFROG LTD
|
Technology | 5.13% | 5.69% |
#7
2
Prev: #5
|
4.1 |
—
|
39,965 | 9.4% |
P
S
|
463,936 | $21,772,516 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PAY
PAYMENTUS HOLDI...
|
Technology | 5.02% | 1.78% |
#8
10
Prev: #18
|
5.0 |
—
|
577,361 | 220.1% |
P
S
|
839,633 | $21,326,678 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
UDMY
UDEMY INC
|
Consumer Defensive | 5.00% | 5.50% |
#9
2
Prev: #7
|
2.5 |
—
|
211,882 | 4.8% |
P
S
|
4,589,648 | $21,204,174 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FRSH
FRESHWORKS INC
|
Technology | 4.78% | 5.50% |
#10
4
Prev: #6
|
4.4 |
—
|
471,963 | 22.9% |
P
S
|
2,529,388 | $20,310,986 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GENI
GENIUS SPORTS L...
|
Communication Services | 4.13% | 7.41% |
#11
9
Prev: #2
|
4.2 |
—
|
827,712 | 26.5% |
P
S
|
3,956,269 | $17,526,272 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
S
SENTINELONE INC
|
Technology | 4.10% | 5.31% |
#12
4
Prev: #8
|
2.1 |
—
|
-292,532 | -17.8% |
P
S
|
1,351,046 | $17,401,472 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ESTC
ELASTIC N V
|
Technology | 3.68% | 4.70% |
#13
2
Prev: #11
|
3.5 |
—
|
22,728 | 7.8% |
P
S
|
312,312 | $15,612,477 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DDOG
DATADOG INC
|
Technology | 3.21% | 1.98% |
#14
3
Prev: #17
|
4.3 |
—
|
47,839 | 70.8% |
P
S
|
115,448 | $13,628,636 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PL
PLANET LABS PBC
|
Industrials | 2.83% | 3.83% |
#15
2
Prev: #13
|
1.1 |
—
|
-474,391 | -52.5% |
P
S
|
429,597 | $12,007,236 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DT
DYNATRACE INC
|
Technology | 2.65% | 0.92% |
#16
9
Prev: #25
|
4.1 |
—
|
206,210 | 209.7% |
P
S
|
304,545 | $11,262,074 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AKAM
AKAMAI TECHNOLO...
|
Technology | 2.63% | 1.55% |
#17
3
Prev: #20
|
3.1 |
—
|
14,446 | 17.5% |
P
S
|
97,199 | $11,163,305 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 2.21% | 1.31% |
#18
4
Prev: #22
|
3.9 |
—
|
34,456 | 123.7% |
P
S
|
62,321 | $9,399,253 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
W
WAYFAIR INC
|
Consumer Cyclical | 1.97% | 0.73% |
#19
8
Prev: #27
|
3.8 |
—
|
76,980 | 226.8% |
P
S
|
110,917 | $8,342,068 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MDB
MONGODB INC
|
Technology | 1.85% | — |
#20
Prev: #—
|
4.2 |
—
|
32,140 | — |
NEW
|
32,140 | $7,866,908 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GWRE
GUIDEWIRE SOFTW...
|
Technology | 1.71% | — |
#21
Prev: #—
|
4.2 |
—
|
48,589 | — |
NEW
|
48,589 | $7,266,971 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SAIL
SAILPOINT INC
|
Technology | 1.64% | 1.20% |
#22
1
Prev: #23
|
3.7 |
—
|
251,044 | 90.9% |
P
S
|
527,249 | $6,980,777 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DKNG
DRAFTKINGS INC ...
|
Consumer Cyclical | 1.54% | 4.55% |
#23
11
Prev: #12
|
0.6 |
—
|
-311,881 | -50.8% |
P
S
|
302,140 | $6,532,267 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VERX
VERTEX INC
|
Technology | 1.50% | 0.98% |
#24
Prev: #24
|
3.6 |
—
|
308,863 | 136.0% |
P
S
|
535,901 | $6,371,863 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WK
WORKIVA INC
|
Technology | 1.44% | — |
#25
Prev: #—
|
4.1 |
—
|
102,698 | — |
NEW
|
102,698 | $6,123,882 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COMP
COMPASS INC
|
Real Estate | 1.33% | 0.42% |
#26
3
Prev: #29
|
3.5 |
—
|
588,113 | 319.0% |
P
S
|
772,459 | $5,646,675 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NET
CLOUDFLARE INC
|
Technology | 1.21% | 1.32% |
#27
6
Prev: #21
|
1.0 |
—
|
-6,148 | -19.8% |
P
S
|
24,931 | $5,144,263 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SOFI
SOFI TECHNOLOGI...
|
Financial Services | 1.02% | 0.41% |
#28
2
Prev: #30
|
3.4 |
—
|
200,548 | 275.7% |
P
S
|
273,294 | $4,339,909 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NCNO
NCINO INC
|
Technology | 0.97% | 1.78% |
#29
10
Prev: #19
|
0.9 |
—
|
-46,976 | -14.6% |
P
S
|
275,161 | $4,121,912 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NBIS
NEBIUS GROUP N....
|
Communication Services | 0.67% | — |
#30
Prev: #—
|
3.8 |
—
|
27,245 | — |
NEW
|
27,245 | $2,826,941 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
U
UNITY SOFTWARE ...
|
Technology | 0.39% | — |
#31
Prev: #—
|
3.7 |
—
|
75,692 | — |
NEW
|
75,692 | $1,660,682 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 0.37% | — |
#32
Prev: #—
|
3.6 |
—
|
12,491 | — |
NEW
|
12,491 | $1,577,363 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
S
CALL
SENTINELONE INC
|
CALL Option | 0.00% | 0.00% |
Sold All 😨
(Was: #31) |
0.0 |
—
|
-1,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NTSK
NETSKOPE INC
|
Technology | 0.00% | 0.57% |
Sold All 😨
(Was: #28) |
0.0 |
—
|
-150,919 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GTM
ZOOMINFO TECHNO...
|
Technology | 0.00% | 3.27% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-1,493,867 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DOCU
DOCUSIGN INC
|
Technology | 0.00% | 3.36% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-225,430 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CXM
SPRINKLR INC
|
Technology | 0.00% | 3.79% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-2,266,342 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-37 of 37 holdings